Alan's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 4 )
Pensions ( 94 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 85 )
Auto Enrolment ( 2 )
Investments and Savings ( 132 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 67 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 81 )
Financial Mentoring ( 19 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 18 )
£100k - £200k ( 4 )
( 2 )
Up to £50k ( 4 )
£50k - 100k ( 2 )
Review
by a verified client in Leicestershire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to start a private pension plan and also invest money.
How has Alan Turton helped you?
Alan has been a huge support throughout all the years I have known him. His advice is given based on personal circumstances and he is reassuring when things in the markets become unsettling.
Have you seen the outcome you were hoping for?
Absolutely
Review
by a verified client in Leicestershire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommend by a friend
How has Alan Turton helped you?
Increased my investment to enable me to draw some money for retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Leicestershire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On the death of my husband 8 years ago ,I had to look for an accountant. I used one recommended by a relative. He in turn told me of Alan Turton to deal with investments.
How has Alan Turton helped you?
By explaining the up to date value of my investments, how some rise and others have set backs.
Have you seen the outcome you were hoping for?
As a complete novice ,am happy with present situation.
What could they have done better?
I trust Alan to deal with them.
Review
by a verified client in Leicestershire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was not happy with our previous advisor and needed a more proactive approach
How has Alan Turton helped you?
By providing friendly professional advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review
by a verified client in Leicestershire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially to maximise growth but as years pass more safety leading to a comfortable retirement with excellent inheritance tax planning
How has Alan Turton helped you?
Given great advise over 40+ years as our financial planning priorities changed
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Very little