Dan Alder

Please provide a brief comment about your experience with Dan

Had an initial conversation and arranged a follow up meeting at a time and date of Dan’s choosing. Dan then cancelled that meeting at short notice saying he was really busy before tax year end. And then nothing. No contact or rearranged meeting. Very poor service.

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Dan Alder helped you?

Kept me up to date with latest changes to pension / inheritance tax rules. Annual review of pension investments and future strategy on using tax free allowance.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with the service received

Please provide a brief comment about your experience with Dan

A very professional first meeting with Dan.

What were the circumstances that caused you to initially look for an adviser?

divorce settlement

How has Dan Alder helped you?

Advice and guidance

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

What were the circumstances that caused you to initially look for an adviser?

I was transferring from a defined benefits pension to a Self Invested Pension Plan

How has Dan Alder helped you?

Explored various options to split and balance investment across different risk profiles in a way to secure some certainty in growth whilst maintaining a degree of security and protection so as not to be overly exposed.

Have you seen the outcome you were hoping for?

Pretty much, yes.