Alan Turner

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

Alan provided clear and valuable advice when we wanted to better understand and proceed with maximising the benefits of our pensions, savings and investments.

How has Alan Turner helped you?

Over a number of meetings, Alan conducted a very careful needs analysis to get to know our specific circumstances and objectives. Alan has been really helpful in explaining complexities to us so that we understand our options and feel confident to make decisions under Alan's expert guidance.

Have you seen the outcome you were hoping for?

We have a long-term plan in place that helps us to think about the future from an informed and optimistic perspective. Thank you Alan for the help you have given us so far, and in the future.

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

Refferal from Tax Team

How has Alan Turner helped you?

Consolidated pensions and Isas

Have you seen the outcome you were hoping for?

Yes

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

Retirement

How has Alan Turner helped you?

Alan talked us through all our options and was always available if we had any questions.

Have you seen the outcome you were hoping for?

Pensions and savings have been organised. We feel confident that Alan's advice has enabled us to make the best choices for us and our future.

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

I won the lottery

How has Alan Turner helped you?

he has helped me mange my finances and get things in place so that my money is protected. He's also given me plenty of advice with investments and pensions.

Have you seen the outcome you were hoping for?

Yes Im very happy with everything so far. he's explained everything very clearly and very easily so I can understand what's going on.

What could they have done better?

nothing he's been very helpful.

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

I get some money after my partner died.

How has Alan Turner helped you?

He has helped me make the correct and helpful financial decisions. Taking in mind my thoughts and worries on my money.

Have you seen the outcome you were hoping for?

I would say yes. So far I have seen the outcome as good.