Alan's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 4 )
Pensions ( 73 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 64 )
Auto Enrolment ( 2 )
Investments and Savings ( 104 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 48 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 57 )
Financial Mentoring ( 12 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 13 )
£100k - £200k ( 4 )
( 2 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to manage my inheritance
How has Alan Turton helped you?
Personally given good advice and actioned all the decisions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
fear of old age penury
How has Alan Turton helped you?
put a strategy in place in which I have confidence
Have you seen the outcome you were hoping for?
not yet
What could they have done better?
nothing
Review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have known Alan for many years. In the beginning he gave me advice on financial planning to create a diverse portfolio .
How has Alan Turton helped you?
He was able to create a diverse portfolio enabling me to retire early.
Have you seen the outcome you were hoping for?
Yes, I receive a regular income from the portfolio.
What could they have done better?
Alan’ s attention to detail in the planning is exemplary.
Review
by a verified client in Leicestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a reliable advisor for my financial affairs.
How has Alan Turton helped you?
His advice is clear and I don’t feel pressured. He also listens.
Have you seen the outcome you were hoping for?
I have
What could they have done better?
Most things have worked out as expected.
Review
by a verified client in Leicestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on private pension provision and investment for the future.
How has Alan Turton helped you?
Alan has always given excellent advice in a way that is easy to understand. He is always happy to explain any points I may be unsure on.
Have you seen the outcome you were hoping for?
Absolutely.