Alan Turton

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

Needed advice and guidance on starting a private pension plan and general financial planning.

How has Alan Turton helped you?

He has given me sound advice over many years and is always happy to answer any questions I might have.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Not applicable

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

When my husband died I needed help and guidance with my finances .

How has Alan Turton helped you?

He discussed and advised me who were the best companies to invest my money

Have you seen the outcome you were hoping for?

I have been extremely happy with the outcome

What could they have done better?

I think a lot of people are struggling since COVID but I have to say that my statements are very pleasing and I believe this is due to the team at Rowleys Turton

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

I looked for an adviser 30 years ago to help me with my first mortgage, life insurance and critical illness cover. Alan has been my adviser for all of that time helping me with financial guidance. Most recently, this year it has been to plan my semi retirement and draw on two pensions with longer term planning for the other 3.

How has Alan Turton helped you?

Alan has supported me for all of that time and even sorted out me getting compensation for a private pension that was mis sold to me. Alan is always approachable and answers questions in a way that I can understand especially around pensions. Alan and the team follow up all meetings in an efficient and professional way and deal with some of the complexities that I would struggle with alone. I would not hesitate to recommend Alan and Rowley Turton.

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

I really can't think of anything.

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

We have always needed one

How has Alan Turton helped you?

He has gone through our various finances and advised us on how to proceed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Perhaps outcomes could have been quicker, but it was beyond their control

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

I have been a client with Alan for over twenty five years. Initially Alan sorted out my financial affairs to enable me to take early retirement.

How has Alan Turton helped you?

Alan has enabled me to retire early and provide me with an income from my investments.

Have you seen the outcome you were hoping for?

It has enabled me to fulfil my retirement without having any financial worries.

What could they have done better?

Nothing. They have been very thorough with their financial planning.