Allan's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 80 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 35 )
Auto Enrolment ( 1 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 9 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 14 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 8 )
£100k - £200k ( 7 )
( 1 )
Up to £50k ( 11 )
£50k - 100k ( 8 )
Repeat review
by a verified client in Dumfriesshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Moffat helped you since your last review?
He has advised us on our investments and advised my wife on her pension
Repeat review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Moffat helped you since your last review?
Yes.
Repeat review
by a verified client in Dumfriesshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Moffat helped you since your last review?
given advise as and when needed
Repeat review
by a verified client in Dumfriesshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Moffat helped you since your last review?
Successful claims of our private pensions. Very easy to work with and no pressure we will continue to invest with him. In this world nowadays where there are so many people being scammed it is a pleasure to know we are working with someone we can trust. Thankyou Allan
Repeat review
by a verified client in Dumfriesshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Moffat helped you since your last review?
Looking after my investments