Reviewed for

Insurance and Protection ( 9 )

Mortgages ( 5 )

Pensions ( 40 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 18 )

Investments and Savings ( 35 )

Pension Transfers - Non Specialist ( 15 )

Inheritance Planning ( 20 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 15 )

Financial Planning ( 11 )

Financial Mentoring ( 6 )

Financial Coaching ( 5 )

Reviewers' assets

£500k+ ( 9 )

£200k - £500k ( 8 )

£100k - £200k ( 3 )

Up to £50k ( 3 )

Client reviews

First impression from a user who is not yet a client

July, 2024

Overall

Please provide a brief comment about your experience with Alan

Excellent service from Alan. We are just beginning our pension planning journey and he has given us clear direction and shown the options available to us. We are grateful of the 'homework' we have been given to do too!

First impression from a user who is not yet a client

May, 2024

Overall

Please provide a brief comment about your experience with Alan

Alan was very knowledgeable , and put forward a number of good ideas for me to chew over,

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with Alan

Was friendly and put me at ease talking about my finance situation.

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with Alan

Alan was very attentive and provided confidence when discussing my requirements and financial situation. He was very honest on points that I had a set idea on as to what I thought was a good option, Alan provided a more structured explanation, which I found refreshing. Alan’s experience in the financial industry was very apparent during our conversation and I never felt rushed when discussing aspects that are new to me. We discussed a number of finance aspects, ISA’s, pensions, and IHT etc.

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with Alan

Alan was very pleasant to talk to, Understood my financial situation and gave great advice..

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

My money management was poor. Alan helped me.

How has Alan Curtis helped you?

He has assisted in transferring pensions, financial guidance and mentoring and ensures I make appropriate decisions for my needs

Have you seen the outcome you were hoping for?

Yes, I’m now better at managing my money thanks to Alan.

What could they have done better?

Nothing to date.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

Pension advice

How has Alan Curtis helped you?

He is always available to give good clear advice.

Have you seen the outcome you were hoping for?

My investments continue to perform as advised

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Following starting a new job and purchasing a home, I sought advice from a financial advisor to ensure I was in the best position possible from a financial perspective.

How has Alan Curtis helped you?

Alan took the time to listen to me and was patient throughout our meetings. He advised me in a professional and honest way whilst also making sure I understood everything along the way.

Have you seen the outcome you were hoping for?

I have. My investments have increased despite the turbulent markets and I am financially confident.

What could they have done better?

Nothing.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Dorset

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

Alan looked after some family money, then a trust for our various children.

How has Alan Curtis helped you?

Organised the investments and the trust documentation. Keeps everything on track and minimises the work for the trustees so this is easy for us.

Have you seen the outcome you were hoping for?

Yes - the children have all done well from the trust investment.

What could they have done better?

Nothing I can think of.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

I needed someone to advise me on managing the funds generated by the sale of my business.

How has Alan Curtis helped you?

Alan gave sound advice on how to plan for Pensions and Investments.

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Alan did a great job- couldn’t have asked for more.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

My bank was unable to help me with some specific planning and I was recommended I speak to Alan.

How has Alan Curtis helped you?

He reviewed our investments and pensions and made some solid suggestions to rework these to make our whole position more tax effective. We pay hardly any income tax now and have managed to remove the concern of inheritance tax, so our sons should not have any tax to pay.

Have you seen the outcome you were hoping for?

Yes, we have restructured our finances and will be able to shelter our estate from inheritance tax, but we have retained control of our assets and are paying less income tax too.

What could they have done better?

I don't think anything else could have been offered.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

I had an occupational pension from HSBC which I wanted to consider transferring. The fee was very reasonable compared to others and I saved thousands of pounds using True Potential.

How has Alan Curtis helped you?

He gave me impartial advice on the transfer of my HSBC pension and completed the advice for me. The value in the transfer was excellent and now I have control over it - which protects my future.

Have you seen the outcome you were hoping for?

Yes - the transfer value was at a peak and it gave me good control over my pension funds. I like the portfolio my funds are invested in.

What could they have done better?

Nothing I can think of.

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Alan

Alan has a friendly and relaxed manner. Open and honest providing sensible advice. I am confident I will be engaging with Alan as my retirement approaches, to ensure we are financially comfortable in our retirement.

Alan's reply

Thanks Nick - I look forward to working with you when you are ready.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Lincolnshire

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

I needed a financial advise on transferring out of a company pension scheme.

How has Alan Curtis helped you?

Alan has since helped in the recent investment of the lump sum from the pension scheme.

Have you seen the outcome you were hoping for?

The money has been moved into appropriate investment as agreed and discussed with Alan. It's too early for any other results, it would be the same with any other adviser.

What could they have done better?

Alan has been quick to respond any messages, emails or phone calls. Should have used him two years ago instead of the other one I used.

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Alan

Alan contacted me the same day after an initial telephone call a couple of days later he visited me. He advised me on the transfer of DB pension and discussed the best options for my circumstances and how to make funds work for me. He also gave me advice on inheritance planning. The advice really helped me move forwards and is ongoing. He was honest which I appreciated and the advice given is in my best interests.

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Alan

Nice to meet polite helpful and knowledgeable. A little limited in options for solutions

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Endowment policies for house buying

How has Alan Curtis helped you?

He has been a natural adviser. Not pushy. Relates appropriate circumstances to put you at ease. He is able to relate an overview of anyones financial position.

Have you seen the outcome you were hoping for?

Not yet!

What could they have done better?

Very little

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in London

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

Alan has been my advisor for many years now. He has provided exceptional guidance.

How has Alan Curtis helped you?

His help with Financial planning particular surrounding investment and savings has helped grow my portfolio ten fold.

Have you seen the outcome you were hoping for?

Yes, large growth in my investments.

What could they have done better?

NA

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Alan gives practical and realistic advice to help me make important decisions with my finances. He cuts through the jargon and helps me understand the complexity of finance

How has Alan Curtis helped you?

He advises me on investments and financial planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

His advice is always of the highest standard

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

I was unhappy with my previous pension adviser.

How has Alan Curtis helped you?

Alan explained everything clearly and concisely in terms that I could understand. I have found him to be honest and straight forward in all our dealings.

Have you seen the outcome you were hoping for?

Yes. Overall, my pensions have performed well and hopefully the agreed targets will be achieved.

What could they have done better?

Nothing. I am exceedingly happy with the service that Alan has provided.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

We needed a trusted adviser to work with the management of a family estate and to set up investments in trust.

How has Alan Curtis helped you?

He has helped us to maximise the value of an estate and reduce the value of the inheritance tax charge. He's setup an investment portfolio in a trust for 6 young beneficiaries for future property deposits.

Have you seen the outcome you were hoping for?

Yes - the funds have performed well over the last 8 years and the various individuals have all seen great tax free payouts when they've needed the money.

What could they have done better?

I can't think of anything.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

I sought out advice after starting a new job as well as facing the unknowns/uncertainties of the cost of living crisis. I was looking for an investment and retirement planning advisor.

How has Alan Curtis helped you?

Alan has provided me with a huge new knowledge and understanding of my finances and investments for my future.

Have you seen the outcome you were hoping for?

Thanks to Alan’s advice I have been able to set up a strong Investment and savings plan that will supposed me in my future before retirement.

What could they have done better?

Nothing. Alan provided me with as much time and support as I needed. He always had the right answers and I never felt like he could have done any more for me. A perfect service.

Alan's reply

Thank you for your kind words.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

Final Salary Pension Transfer

How has Alan Curtis helped you?

True Potential has provided advice for my final salary pension.

Have you seen the outcome you were hoping for?

Hopefully - the transfer is in progress

What could they have done better?

Not sure there is anything at the moment

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

We have been clients of Alan's for about 9 years and he was recommended as a specialist who could help us with a complex pension arrangement and inheritance tax planning.

How has Alan Curtis helped you?

He has totally reviewed our finances. He's saved us a lot of income tax and has also been able to remove our inheritance tax liability through restructuring our assets.

Have you seen the outcome you were hoping for?

Yes - we have sorted out our inheritance tax and all of our funds are now working well for us.

What could they have done better?

Nothing - a comprehensive ongoing service for our family.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

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

I was considering transferring a closed final salary pension.

How has Alan Curtis helped you?

Alan provide very sound financial advice weighing up all the pro’s and con’s steering me on the best approach to take. Very clear and easy to understand-zero pressure !

Have you seen the outcome you were hoping for?

The advice I got was solid.

Alan's reply

Thanks Pat! Final salary pension advice is frequently complex and I'm glad I was able to help!

Review from verified client

December, 2021

Overall

Value

Service

Advice

Based in Lincolnshire

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

Alan was selected by my late husband and since his passing I have been working with Alan more closely.

How has Alan Curtis helped you?

Alan has been brilliant at explaining my financial arrangement in a way I can understand. He made some suggestions to help me feel reassured about my financial future.

Have you seen the outcome you were hoping for?

The outcomes so far have been beyond expectations and I can’t thank Alan enough for his support through this challenging time. Knowing my finances are in good hands has been a load off my mind.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Lincolnshire

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

I was interested in the possibility of transferring a final salary pension to another scheme

How has Alan Curtis helped you?

Listened to my requirements, offered plenty of advice and acted on my behalf to achieve the result I wanted. Alan explained everything in a clear and understandable manner for someone who is not familiar with investing and was always willing to spend time to ensure I understood the process involved.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had some savings that I wanted to put into a savings fund that suited my needs.

How has Alan Curtis helped you?

Alan was very patient and kind talking me through the process. He explained everything and did not rush me when I asked questions. Very professional and excellent quality service

Have you seen the outcome you were hoping for?

My savings are now going up in value and I am very happy.

What could they have done better?

Absolutely nothing. Alan is professional, friendly and very helpful and

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

Over the last few years, more than ever I felt the must for some financial planning and guidance. Based on recommendations Alan was the best fit for this.

How has Alan Curtis helped you?

Alan provided a fantastic financial service. He assisted me in multiple areas from insurance and protection to pension and financial advice and planning. He also set me up in the best position with a strong Investment and savings plan and walked me through the entire process to make sure I was comfortable with the steps moving forward.

Have you seen the outcome you were hoping for?

Yes, the ROI has been fantastic so far.

What could they have done better?

I do not believe there is anything more he could have done to improve his already superb level of customer service.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Lincolnshire

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

I received an inheritance

How has Alan Curtis helped you?

His clear and simple explanations helped me make good choices

Have you seen the outcome you were hoping for?

Yes I am happy with how my funds are doing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Financial planning for retirement.

How has Alan Curtis helped you?

He explained about the possibility of transferring a company pension and that, depending on other income and attitude to risk, it can improve prospects for a more comfortable retirement, providing flexibility, better tax management and inheritance options.

Have you seen the outcome you were hoping for?

Alan gave us confidence that a pension transfer was the right option in our circumstances so we went ahead. It's early days but it's already highlighting how we are no longer constrained by a predetermined annual income from a defined benefits pension.

What could they have done better?

We're happy with the advice. The conversation demystified the complex world of wealth investment to show how it could work for ourselves and our family.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Retirement investment.

How has Alan Curtis helped you?

Very open discussion about the pros and cons of investment options. Impressed by speed of response to queries. Always available to discuss and clarify any issue.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Lincolnshire

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

I needed to move a frozen pension into a more beneficial and suitable vehicle for my needs.

How has Alan Curtis helped you?

Alan explained the options and assessed my risk level and came up with a solution we both agreed on.

Have you seen the outcome you were hoping for?

I have seen a double percentage figure rate of return over the year since I started investing. This has exceeded expectations in a very difficult year.

What could they have done better?

Not a lot. Alan is always available to answer any queries I may have and the App for True Potential is very informative.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Lincolnshire

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

Loss of 2 incomes due to Covid caused us to reassess our circumstances and get our financial ship in order to weather the storm and work out a financial plan for a new way ahead

How has Alan Curtis helped you?

Alan made us realise it was not all doom and gloom and that we were actually in a sound position. Alan looked closley at all our financials, and asked us what our priorities were, and came up with good ideas that we did not realise were options for us. By consolidating our many and varied pensions into one pot, releasing some pension capital and using our savings (earning zero interest) we were able to pay off the mortgage and reduce our outgoings, with still enough to retire on when the time comes.

Have you seen the outcome you were hoping for?

Yes, and more. Not only has a great weight been lifted, but we are confident we are in a much better position for having spoken to Alan and taken his advice. We are financially better off and confident our future.

What could they have done better?

Got us to speak to him much earlier!

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Lincolnshire

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

We were looking to see if we could get some help with our retirement planning and paying off our mortgage.

How has Alan Curtis helped you?

Alan was super helpful in guiding us towards our financial goals. Highly recommended. Nothing is too much trouble for him.

Have you seen the outcome you were hoping for?

Yes we have had a better than expected outcome.

What could they have done better?

Nothing. A superb service.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Ceredigion

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

We wanted advice on our pensions and mortgage

How has Alan Curtis helped you?

Alan gave us advice on issues that we hadn't thought about or considered

Have you seen the outcome you were hoping for?

Although we were hoping for a different outcome, Alan's advice ensures we will be more financially secure going forward than our original plans would have given us so we are very grateful to him.

What could they have done better?

Nothing, we value his advice and will keep to it.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

Alan has been part of our long term financial planning and structuring for over ten years now.

How has Alan Curtis helped you?

Alan brings a calm common sense approach to some complex areas of personal finance. Alan has a gift of bringing to life subjects that seem dull and putting relevance and context into your personal situation. This is really important to help understanding of your decision and to balance the risk / reward dynamics.

Have you seen the outcome you were hoping for?

Yes. And I don't dread having to discuss my personal finances as there is now a plan!

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

We had additional income and wanted to know what to do with it to secure future pension planning and look at inheritance. We also required assistance on protection planning.

How has Alan Curtis helped you?

He has talked us through protections, saving us money whilst keeping the same level of service. He has talked us through pension planning and investments and helped us forecast our income when retired based on what we want and what we can get. He has made it simple and understandable. He has advised on a spread of investments in our portfolio so 'our eggs are not all in one basket'.

Have you seen the outcome you were hoping for?

Yes . I feel that we have some future planning in that we can live the lifestyle we want to live whilst also making sure we can afford to do as we want now. I feel he has struck a balance for us.

What could they have done better?

I don't think he could have done anything better. He is knowledgable, understandable, efficient and accommodating. he listens and makes suggestions based on what we want. He gives sound advise based on our needs.

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Alan

Alan makes the world of finance more understandable, gives sound advice based on my needs, now and in the future. He is knowledgeable and efficient. Its always a pleasure to see him.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

After being made redundant I needed pension and general finance advice

How has Alan Curtis helped you?

Alan laid out several options that I could take and clearly stated the pros and cons of each in clear understandable language

Have you seen the outcome you were hoping for?

So far yes I've been very impressed

What could they have done better?

Nothing I was totally satisfied

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

Concern for my company pension reducing if I died before my wife as i had just retired early on I’ll health.

How has Alan Curtis helped you?

By advising on the options and risks of removing my defined benefits pension and helping me and my wife decide what was best for us financially.

Have you seen the outcome you were hoping for?

Yes, even though we have been through such difficult and uncertain times in the financial world.

What could they have done better?

Nothing really as all the hard work was done for us. The decisions were made by us after considering all options and risks.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

I needed a vehicle to transfer a final salary pension into, so I had instant access to it’s accumulated funds if required. One that if left alone, would provide a reasonable rate of return.

How has Alan Curtis helped you?

Alan explained the levels of risk associated with the various options and facilitated the transfer for me to an appropriate portfolio. I found him pleasant to deal with and good value in comparison to others I had been quoted by.

Have you seen the outcome you were hoping for?

Still early days, but the first two months have indicated reasonable growth in the funds invested.

What could they have done better?

The True Potential app provides the investor with updates to the daily value of their investment and also a safe means of contacting your chosen advisor should you have any questions. In that respect the majority of bases are covered.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

Health issues required me to consolidate 4 different pension pots quickly.

How has Alan Curtis helped you?

Alan handled everything needed in a very proactive way keeping me informed at all times.

Have you seen the outcome you were hoping for?

Yes, I could not have asked for anything more.

What could they have done better?

Honestly, I have nothing to suggest that could have been improved. The timing was excellent even taking into account the Corvus 19 lock down situation.

First impression from a user who is not yet a client

August, 2020

Overall

Please provide a brief comment about your experience with Alan

Alan was quick to contact me and very honest in his assessment of my situation.

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Alan

Alan was extremely professional, polite and courteous. He gave me the best part of one hour of his time on a Bank Holiday afternoon and went above and beyond what would be considered to be a free initial consultation. He was so very thorough and I felt that he was really 'listening' to me, rather than just hearing words and having ready made answers with inherent prejudices. Alan demonstrated his wealth of knowledge and understanding, as I had done much research myself and carefully investigated aspects concerning pensions and other investments as far as they affected my circumstances, and he was more than happy to discuss this with me. He also seems like a really nice, genuine person!

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

After my dad died we needed help with our finances

How has Alan Curtis helped you?

Alan made everything easy to understand. He was and still is so helpful and knowledgeable and I feel that he genuinely cares and want the best for his clients.

Have you seen the outcome you were hoping for?

We have seen the outcome we were hoping for and more.

What could they have done better?

I really can think of how Alan could do anything differently.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

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

Transfer of pension fund

How has Alan Curtis helped you?

Gave advice and possibilities to consider

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing, takes time explaining all aspects in easy to understand terms

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

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

Divorce

How has Alan Curtis helped you?

By clearly explaining my options and expectations

Have you seen the outcome you were hoping for?

Yes,very satisfied with how my pension investments have performed

What could they have done better?

I'm very satisfied with the service he provided

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Norfolk

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

I had a pension plan which was frozen and was given options as what I could do with the pot I had accumulated.

How has Alan Curtis helped you?

Alan went through a number of options that was available to myself. He explained each option in full detail. He did not pressure me in making my decision.

Have you seen the outcome you were hoping for?

Yes the investments I have made has increased above my expectations.

What could they have done better?

Nothing at all, he was more than pleasant, easy to talk to and very helpful.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

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

I took early retirement in 2014. I did not have a clue regards the money in my pension or what to do with it. I looked for financial advisors and found Alan Curtis & contacted him.

How has Alan Curtis helped you?

from his first visit to our home, everything was sorted in an exemplary manner.

Have you seen the outcome you were hoping for?

YES

What could they have done better?

Nothing !

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

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

My previous adviser had retired and I had various pension pots that were not performing very well.

How has Alan Curtis helped you?

Alan listened to what I wanted to achieve and came up with the solutions.

Have you seen the outcome you were hoping for?

My pension has performed well and is on target to meet the fairly ambitious target that I had set.

What could they have done better?

There is nothing more that he could have done. The advice was honest and straightforward to understand. Charges were explained clearly and he came up with some further suggestions that I have acted on, to provide financial security for my family in the event that anything should happen to me.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

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

Managing the funds from a family estate - we needed to establish an investment in trust for future generations.

How has Alan Curtis helped you?

He researched our needs and recommended an investment strategy in a discretionary trust.

Have you seen the outcome you were hoping for?

The fund has grown well and the trust is very easy to manage.

What could they have done better?

Nothing really.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

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

Alan was recommended to us after our bank was unable to continue looking after us. They were unable to advise on inheritance tax and complex pension issues.

How has Alan Curtis helped you?

He reorganised our finances to be more inheritance tax efficient. Our pensions are now managed effectively and are part of our inheritance tax plans. He arranged a specialist ISA to help the overall taxation position.

Have you seen the outcome you were hoping for?

Yes, everything is working as intended and we can see real savings with our taxes.

What could they have done better?

Nothing, he is very responsive and helps us with anything we don't understand.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

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

Looking to consolidate my pensions with a view to paying off all current debt and looking to early retirement.

How has Alan Curtis helped you?

Alan fully explained the options available, ensured that I understood everything fully and suggested a series of actions to achieve my goals.

Have you seen the outcome you were hoping for?

Yes, everything is in place to allow me to move forward with my plans now.

What could they have done better?

He has been professional throughout and always available for consultation and updates. My only criticism would be that it took too long for some of the stages to be completed when his other work took priority.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

Alan visited me recently to explain my financial position.

How has Alan Curtis helped you?

He revealed that all my investments are in IsAs and advised about wording my will

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Perhaps an earlier visit would have helped but I hadn’t been concerned until recently when diagnosed with a terminal illness!

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

Organising all of my finances and understanding my inheritance tax position.

How has Alan Curtis helped you?

Transferred ISA accounts into an inheritance tax solution and set up an investment in trust.

Have you seen the outcome you were hoping for?

Yes - a significant tax saving.

What could they have done better?

Nothing.

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Norfolk

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

Former employer gave good offer to move pension to private one.

How has Alan Curtis helped you?

His employer was tasked with providing free and impartial advice with no obligation on what I needed from my future pension.

Have you seen the outcome you were hoping for?

Not retired yet, but first 6 months figures seem promising.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Norfolk

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

Advice on best pla e for pension

How has Alan Curtis helped you?

Discussed alternative options

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

previous employer pension scheme

How has Alan Curtis helped you?

took scheme details, personal requirements and advised optionsearly

Have you seen the outcome you were hoping for?

only completed paperwork this week, so too early to comment

What could they have done better?

cannot suggest anything, very clearly explained the process

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in South Yorkshire

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

Following the Loss of my wife . I took redundancy and early retirement to look after 2 teenage children.

How has Alan Curtis helped you?

Being sensitivity and empathetic to my situation Alan gave me advice and explantations on investments and savings in a way that I understood. There was no pressure for me to make a decision and all set up ,admin and transactions were smoothly done. Alan has always been available for my enquiries whether that be via a phone call , E mail or messaging via the True Potential app.

Have you seen the outcome you were hoping for?

My expectations have been managed well by Alan.

What could they have done better?

At this time nothing . I feel I am in Good Hands with Alan

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

the need to take stock of a number of different pension schemes accumulated over my career, review of insurance and protection requirements and planning for retirement and inheritance planning and the need optimise savings and investments for tax purposes.

How has Alan Curtis helped you?

He listened and developed a full understanding of my situation as an individual and my family needs and aspirations. it was his ability to empathise that made his advice so valuable to me.

Have you seen the outcome you were hoping for?

Yes this has been achieved and the approach he recommended has also been flexible enough to cope with a period of redundancy from work as I head towards retirement, so I am very satisfied. Indeed I would go as far to say it would have been difficult to go through this period without his advice.

What could they have done better?

I cannot think of anything at this stage, the critical thing was the empathy that came from understanding my position

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

After divorce I needed to transfer my share of the pensions into my name.

How has Alan Curtis helped you?

Alan explained the process of how I could put my pension into a beneficial account providing lots of support and guidance to help me understand how to manage my future plans. He was very thorough and patient in explaining it all to me.

Have you seen the outcome you were hoping for?

I feel confident my funds are in an account which provides well for my needs, giving me peace of mind for the future.

What could they have done better?

Nothing I can think of, he was always available to answer questions

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

pension switch to flexible drawdown option.

How has Alan Curtis helped you?

very understanding little explanation required as I am a retired advisor. arranged the switch in a seemless and timely manner.

Have you seen the outcome you were hoping for?

all of my needs and expectations were met.

What could they have done better?

nothing

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

I had recently sold a property and moved to a smaller property and wanted to invest the monies that were spare.

How has Alan Curtis helped you?

Alan was understanding of what I needed for my 'later' life and helped me to decide what I needed to do for now to get the most out of my investment. Alan took the time to explain things not only in detail but more than once if I didn't quite understand.

Have you seen the outcome you were hoping for?

My investments are progressing well for my retirement and hopefully that will continue. I was offered a product to make expenses easier in daily life but it was not needed at that time.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

Concern about future income and financial security despite having a reasonably good pension. Concerns about long term care.

How has Alan Curtis helped you?

Sorted out a pension and income in.my old age. Also recommended a firm of investment brokers whose management of my investments so that they maintain their value even now He is approachable and tolerant of my lack of computer skills.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really!

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

Recently divorced.

How has Alan Curtis helped you?

He assisted me with suitable investments for a lump sum following my divorce.

Have you seen the outcome you were hoping for?

Too soon to say.

What could they have done better?

Nothing, he is always quick to respond to any queries .

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

I lost my husband to cancer.

How has Alan Curtis helped you?

Alan sorted out all our finances and helped sort my husbands pensions out, he arrange all my investments.

Have you seen the outcome you were hoping for?

Alan has exceeded my expectations.

What could they have done better?

Alan really couldn’t have done any more. I fully trust him and thank him for everything he has done for me and my family during a really hard time.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

I was unhappy with my previous pension and wanted something more pertinent to myself.

How has Alan Curtis helped you?

Alan provided me with the relevant advice to allow me to tailor my pension for my family. He also advised me in other areas to enable me to provide for my family should anything adverse happen to me.

Have you seen the outcome you were hoping for?

Yes. My pension has done well and I sleep better knowing my family are looked after should anything happen to me.

What could they have done better?

Not being an expert in pensions; I’m unsure as to what he could have done better. I was delighted with how he looked after me and my father is now looked after by Alan as well.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

Needed help with investments for retirement initially.

How has Alan Curtis helped you?

Solved the problems with existing investments and replanned future investments.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

Difficult to add anything further - Alan has never failed to comeup with a solution to anything that was of concern.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

All way there when you need him will rind you back top man.

How has Alan Curtis helped you?

By being able.

Have you seen the outcome you were hoping for?

Alan is a good adviser and very helpful.

Review from verified client

April, 2018

Overall

Advice

Value

Service

Based in Lincolnshire

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

Multiple private pension pots on retirement. Confusing information from public sources. Need for clarity.

How has Alan Curtis helped you?

Explained and provided clarity to everything enabling me to make informed choices without any biased opinions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

As a retired purchasing manager - if there was anything that I thought that he could have done better I would have already told him and he would have done it. I didn't need to.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

Better use of my pension for my total work time.

How has Alan Curtis helped you?

Both he and True Potential took on my pensions which have grown well in the past three years. My wife transferred our ISA which is also performing ahead of where it was before.

Have you seen the outcome you were hoping for?

See above.

What could they have done better?

Nothing in my opinion. Alan is a sound advisor who I have recommended to other friends.

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

early retiement.

How has Alan Curtis helped you?

Alan did give me faith in humankind.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

can't think of anything

Review from verified client

April, 2018

Overall

Advice

Service