Alan Turner

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

Our son is a client of Alan's and it was a natural progression for us to use Alan. We were very impressed with the advise he gave our son.

How has Alan Turner helped you?

He has helped us with our pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, very happy with the advise given

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

Would prefer not to say

How has Alan Turner helped you?

Alan expertly guided us through the minefields of pensions, investments and financial planning during a stressful time for us

Have you seen the outcome you were hoping for?

Not yet as it's still early in the process but confident in Alan and his team

What could they have done better?

Nothing that I could say

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

We needed financial advice for our savings and pensions on our retirement

How has Alan Turner helped you?

Alan has been a great support in advising and investing for our future in retiring and would highly recommend Alan to our family and friends

Have you seen the outcome you were hoping for?

Definitely Yes we're very happy with the outcome

What could they have done better?

We don't think there's any room for improvement in the advice and services provided by Alan. Alan has always given us 100% and always puts us at ease at every meeting we've had with him

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

I received a substantial sum of money and wanted professional guidance on how best to manage and invest it to make it work effectively for me in the long term.

How has Alan Turner helped you?

I first began working with Alan in 2019 and have since followed him to his current firm, AAB Wealth. From the outset, when investing was a completely new concept to me, Alan provided clear, practical advice and guidance that gave me confidence in my financial decisions. He’s very personable and never puts any pressure on me to make decisions, always taking the time to explain options and end-goals. Alan has consistently gone out of his way to assist wherever possible and continues to support me as my circumstances evolve, helping me ensure my money is working effectively for me and my family.

Have you seen the outcome you were hoping for?

Yes, my portfolio is moving positively, as expected for my long term goals.

What could they have done better?

Nothing - Alan’s advice has been excellent, and I’m very happy with the progress so far. I also feel confident knowing I can approach him at any time if my circumstances change or if I need further guidance.

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

Investing proceeds from sale of shares in a business

How has Alan Turner helped you?

Setting out investment options and long term financial planning

Have you seen the outcome you were hoping for?

Early days, but hopefully yes

What could they have done better?

So far all good