Alan Worthington

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

I was concerned that my pension was not performing at its optimum and wanted reassurance that my money was working hard for me as I head into the later part of my life.

How has Alan Worthington helped you?

Alan provided a comprehensive overview of the financial markets with regard to pensions. He demonstrated my pensions current performance and provided a wealth of advice. My pension is now in the best place it can be and is professionally looked after by someone I trust. Alan has provided me with security in regard to my pension and has helped me to live my life confident that my future is in safe hands. Great service provided by an extremely amicable, professional and knowledgeable individual - Thank you Alan

Have you seen the outcome you were hoping for?

Yes and more. The control I now have is amazing and Alan is always available should I have any questions or worries.

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

Alan is a caring trustful adviser who goes the "extra mile" in providing a high level of financial service. I have been associated with Capstone for 8 years.

How has Alan Worthington helped you?

Alan has provided information and advice on my multiple pensions and investments enabling me to maximise my savings potential.

Have you seen the outcome you were hoping for?

Although this journey is ongoing, I'm confident it going to workout for the best.

What could they have done better?

nothing, I'm satisfied !

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

I was looking to set up a pension through my limited company and needed expert guidance to get it right.

How has Alan Worthington helped you?

Alan helped me set up a pension through my limited company. He explained everything clearly and made sure it was tailored to my goals.

Have you seen the outcome you were hoping for?

The process was smooth, and the pension is now in place - exactly as planned.

What could they have done better?

n/a

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

Advice for my total financial planning

How has Alan Worthington helped you?

Alan has given me a plan that fits my needs, and this plan has been in operation since our first meeting. The plan evolves as situations change, and Alan advises me of my best options

Have you seen the outcome you were hoping for?

So far, yes, there have been ups and downs from outside influences, which is obvious.

What could they have done better?

Not sure?

This review is a follow-up review from a client who left a review previously.

How has Alan Worthington helped you since your last review?

Availability Quick responses Tax efficient investments