Alan's reviews
Reviewed for
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 46 )
Inheritance Planning ( 3 )
Long Term Care ( 3 )
Financial Planning ( 18 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
£50k - 100k ( 6 )
Up to £50k ( 3 )
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking fir an alternative to isa
How has Alan Wheeldon helped you?
Understand how investing works
Have you seen the outcome you were hoping for?
Markets aren't helping
What could they have done better?
Unfortunately some of out of control of his company. Alan has always kept us informed
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had retired and wanted advice on what to do with pensions and savings.
How has Alan Wheeldon helped you?
By giving me the advice I was looking for.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had a business
How has Alan Wheeldon helped you?
With advice on retirement and ongoing
Have you seen the outcome you were hoping for?
Initially but global situations mean constant change that financial advice has no influence over
What could they have done better?
Cannot think of anything currently
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest money into ISA's for long term planning for my wife (who recently died) and for myself to secure our long term financial future.
How has Alan Wheeldon helped you?
Alan over the years has been a good friend as well as a financial advisor. He has contacted us when necessary to guide us through a constantly changing future of financial ups and downs regarding Stock Markets and Government changes, often beyond our understanding of such financial matters.
Have you seen the outcome you were hoping for?
He has protected our (now my) financial assets well into my retirement and is still doing so now. He is also guiding me to help make correct decisions after the loss of my wife. Yes, I am seeing the outcome I was hoping for.
What could they have done better?
I can't think of or know what Alan could have done better over the years. I trust him implicitly.
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
help with investing my money
How has Alan Wheeldon helped you?
investing with the right companies
Have you seen the outcome you were hoping for?
yes
What could they have done better?
not sure