Alan Turton

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

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.

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.

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.

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

Property downsizing meant that we had spare Investment funds for which we required Alan’s financial advice

How has Alan Turton helped you?

By advising us to invest our surplus funds wisely within the confines of our risk profiles.

Have you seen the outcome you were hoping for?

Very pleased with the guidance and breadth of knowledge imparted to us by Alan

What could they have done better?

Nothing

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

Early retirement

How has Alan Turton helped you?

By providing valuable advice and assistance in getting the best possible outcomes with my investment.

Have you seen the outcome you were hoping for?

Yes

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

Needed advice on Inheritance Planning and Savings

How has Alan Turton helped you?

He has helped with the above

Have you seen the outcome you were hoping for?

Yes

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

Have been a client of Alan ever since he set up in business

How has Alan Turton helped you?

In every financial way possible

Have you seen the outcome you were hoping for?

Enjoying the outcomes every day

What could they have done better?

Nothing

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

Inheritance

How has Alan Turton helped you?

Given me confidence in investing money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Alan and the company have been extremely helpful in our needs this year.

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

I felt that I did not have sufficient knowledge of investment opportunities & needed advice. I also felt that should I predecease my wife. She would benefit from expert advice. I have been a client for 15 years.

How has Alan Turton helped you?

Whenever,I have needed advice, or re-assurance on my investments or financial matters, I only need to pick up the phone. Alan has also done a home visit annually.

Have you seen the outcome you were hoping for?

My investments have beaten inflation most years & we have managed a reasonable draw-down over the last few years as well, as requested.

What could they have done better?

I guess that the returns may have been even better, but this would have come at greater risk to my capital which I was not prepared to take! All inall I am very satisfied with the outcome

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

Early retirement

How has Alan Turton helped you?

Explains things in language I understand

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Did everything I required

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

Had to reduce my hours to look after my parents . Unfortunately they are very ill and I needed to draw on my pension to top up my monthly wage .

How has Alan Turton helped you?

Alan has been Fantastic. He helped sort my pension to allow me to take a monthly draw down . He explained everything to me in a way I could understand and was there for me when I had questions on matters I wasn’t understanding. He was very compassionate to my situation and so helpful.

Have you seen the outcome you were hoping for?

Yes 100%. My first payment came through very quickly and efficiently. I had a email from the team to make sure everything had gone through on time and to make sure I was happy .

What could they have done better?

I really couldn’t think of anything to improve on my experience with the company . Efficiency, understanding, helpful , compassionate, and such a nice guy that made me feel at ease.

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

Renewing my will and LPA

How has Alan Turton helped you?

Yes

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?

Redundancy & early retirement

How has Alan Turton helped you?

Communication and keeping informed when changes are required

Have you seen the outcome you were hoping for?

There are always ups & downs

What could they have done better?

Not sure

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

I continued to use Alan as advisor after my husband died.

How has Alan Turton helped you?

Very much

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything

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

Getting close to retiremwnt

How has Alan Turton helped you?

Very sound advice that has saved us money

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?

No knowledge in this

How has Alan Turton helped you?

Clear and realistic explanations

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?

A move to the area from Cheshire necessitated advice from a new adviser . Alan was recommended.

How has Alan Turton helped you?

Advice mainly on inheritance planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We should have liked sn annual review ( as is normal in previous years ) during 2023.

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

Retirement pension planning

How has Alan Turton helped you?

Advised on pensions consolidation and investments

Have you seen the outcome you were hoping for?

Yes

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

Received parents inheritance

How has Alan Turton helped you?

Yes

Have you seen the outcome you were hoping for?

Up and down

What could they have done better?

Nothing. Always willing to give advice

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

Pensions are complicated

How has Alan Turton helped you?

Build a satisfactory sum for my retirement

Have you seen the outcome you were hoping for?

Yes

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

Bad advice from HSBC

How has Alan Turton helped you?

He has always been very knowledgeable and interested - we feel he has become a good friend

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Without the expertise of the financial world he has, we do not know how

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

Advice on savings and investments and private pension

How has Alan Turton helped you?

Grow my investments with sound advice and guidance

Have you seen the outcome you were hoping for?

Yes definitely

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

Savings investment

How has Alan Turton helped you?

Providing a reliable and trustworthy service over many years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

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

I sold my business in 1999

How has Alan Turton helped you?

By listening carefully and understanding some complex family dynamics.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

Retirement

How has Alan Turton helped you?

Gave us the facts and the time to make a decision without any pressure.

Have you seen the outcome you were hoping for?

Yes and very pleased

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

Several Friends had made bad decisions resulting in heavy losses, I did not wish to join them!

How has Alan Turton helped you?

By being available to give advice at all times with a home visit each year, he also is monitoring my investments & making changes as required & explaining clearly the reasons for those changes in terms we understand. Over the years he has achieved what we expected & more.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Don`t know.

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

It was an accountant friend who felt I should approach Rowleys to help with my investments as I was doing it myself at the time.

How has Alan Turton helped you?

Alan has been most helpful over the last 20 years, he will always spend time explaining and sorting any problems that occur.

Have you seen the outcome you were hoping for?

I have been very pleased up to now

What could they have done better?

Personally I have been satisfied with the service I receive

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

Early retirement

How has Alan Turton helped you?

He has helped me in securing a good pension after retirement. More recently helped me when sadly my Husband passed away and I needed to transfer investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In the current climate it has been difficult but I always feel confident in advise given by Alan

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

Have been a client for over 20 years both as an individual and a family

How has Alan Turton helped you?

He has been with us every step of the way and is now seen as part of the family

Have you seen the outcome you were hoping for?

Certainly and continue to do so.

What could they have done better?

Nothing

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

An Inheritance

How has Alan Turton helped you?

He has created a balanced portfolio of products

Have you seen the outcome you were hoping for?

I have

What could they have done better?

I have nothing to add

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

He has been my IFA for years

How has Alan Turton helped you?

Approachable, efficient, prompt, clear

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

On the death of my husband I needed help with planning a secure future and Alan had always looked after my husband’s affairs

How has Alan Turton helped you?

By taking care of a safe secure financial future for me as I get older

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In my present circumstances nothing at all but if I win the lottery we can think again!

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

Have been a customer of Alan for quite a few years

How has Alan Turton helped you?

Advising us on investments and moving them if they are not doing well enough for us

Have you seen the outcome you were hoping for?

Yes

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

When we first had children we wanted to plan for the future

How has Alan Turton helped you?

He has helped with securing a very healthy financial retirement for us both whilst also being able to support our adult children when and if needed.

Have you seen the outcome you were hoping for?

Most definitely, our expectations have been exceeded

What could they have done better?

Nothing

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

The need to receive expert advice and confidently move forward with treatment of existing pension arrangements and future planning.

How has Alan Turton helped you?

Always been immediately available to give advice on the best treatment for my existing drawdown arrangements and proposed savings choices.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

Needed help

How has Alan Turton helped you?

In every respect

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing

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

I needed financial advice that was independent and someone who I could trust

How has Alan Turton helped you?

Alan has been managing my affairs for 15 plus years and helped my wife and I plan for a retirement pot

Have you seen the outcome you were hoping for?

Yes

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

All the above

How has Alan Turton helped you?

Helping me and my future husband to sort out our retirement plan.

Have you seen the outcome you were hoping for?

It’s been very difficult circumstances in recent years and I’ve had faith in Alan that he has given me the best advice possible.

What could they have done better?

I’m not aware of anything better.

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

My late husband sought advise from Alan Turton and I wanted to continue with him.

How has Alan Turton helped you?

Alan has always given me immediate advice and assurance that he is always there when needed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

As far as I am aware they could not have done better.

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

I was advised by my accountant that it would be beneficial.

How has Alan Turton helped you?

He is always available and over the years we have always had an annual MOT. He helped set up, and then later consolidate, my private pensions and produce a plan for retirement.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing that I am aware of.

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

THe death of my husband

How has Alan Turton helped you?

He has been there for me when I needed advice

Have you seen the outcome you were hoping for?

Yes

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

Questions with regards to pension planning and investment

How has Alan Turton helped you?

Offered expert advice on both matters very clearly

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?

Pension Review

How has Alan Turton helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

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

Inheritance from family members and pension advice

How has Alan Turton helped you?

Any or all questions answered and explained in a straight forward manner

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?

Required advice on starting private pension plan and general investment of savings other than through bank and building society routes.

How has Alan Turton helped you?

Alan takes time to understand your personal circumstances and tailor your investments to match. He is interested in you as an individual and will take time to carefully explain any queries you might raise.

Have you seen the outcome you were hoping for?

Yes, I am more than satisfied.

What could they have done better?

Nothing, every thing has been carefully discussed and regularly reviewed so that I am happy.

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

To obtain independent professional advice on long term financial planning.

How has Alan Turton helped you?

Providing advice on investments and flagging up issues with inheritance planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In my opinion nothing as they are pro-active on market changes rather than reactive.

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

Trust fund and inheritance

How has Alan Turton helped you?

By his conscientious, prompt and honest advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything

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

Pensions

How has Alan Turton helped you?

Good advice

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 needed help as I did not have time to manage investments

How has Alan Turton helped you?

Maximised the return on my investments efficiently and effectively. Alan has also understood my needs and ensured that my investments mirrored my needs into my retirement.

Have you seen the outcome you were hoping for?

Unreservedly Yes .

What could they have done better?

Nothing

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

Approaching retirement with a need to focus on meeting financial needs through best use of capital and retirement income (pensions)

How has Alan Turton helped you?

By developing a sound understanding of our needs and wants, then providing a framework of advice and recommendations to achieve those needs within an appropriate risk profile.

Have you seen the outcome you were hoping for?

Yes; sensible mix of low risk investments to protect capital and provide an income from which all our needs can be met.

What could they have done better?

Nothing I can think of.

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

After talking to my accountant

How has Alan Turton helped you?

YesI I

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

I do not think so

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

Feeling very naive financially I needed to trust and rely on an advisor without worrying

How has Alan Turton helped you?

Alan is very easy to talk to, he explains it all in terms I can understand and he gives me peace of mind on the way my finances are handled. I trust him and implicitly.

Have you seen the outcome you were hoping for?

Alan has been looking after my modest investments for many years and I have always been satisfied with the returns he has achieved

What could they have done better?

Nothing

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

A lack of personal skill to manage my assets wisely

How has Alan Turton helped you?

Clear in his explanations and advice.

Have you seen the outcome you were hoping for?

Work in progress

What could they have done better?

He's done everything asked of him

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

Advice on financial planning

How has Alan Turton helped you?

Inheritance Tax planning

Have you seen the outcome you were hoping for?

Yes

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

I sold my business in 1999 and required specialist advice

How has Alan Turton helped you?

He has listened carefully and been proactive. Besides he has understood all the wider family considerations.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a