Alan's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 5 )
Pensions ( 44 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 21 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 12 )
Financial Mentoring ( 7 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 9 )
£100k - £200k ( 4 )
Up to £50k ( 4 )
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Alan
We felt completely at ease from the moment Alan stepped through the door. He listened to us, and took the information provided to form a response to our needs. He was professional with the depth of his knowledge and ever-changing policies. We would certainly recommend him to anyone.
Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had been looking for one for a while
How has Alan Curtis helped you?
Alan has been paramount in helping me with my financial planning.
Have you seen the outcome you were hoping for?
Excellent outcomes, very pleased with his work and ethic.
What could they have done better?
Not at all! Alan exceeded my expectations.
Review
by a verified client in West Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to get the best outcome for my money.
How has Alan Curtis helped you?
He has been very patient and informative throughout the whole process making sure I made informed decisions.
Have you seen the outcome you were hoping for?
I have very much so.
What could they have done better?
Nothing, perfect and attentive service.
Review
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance and pension advice
How has Alan Curtis helped you?
Supported my decisions around my retirement plan.
Have you seen the outcome you were hoping for?
Yes my personal investments have increased
What could they have done better?
Nothing
Review
by a verified client in Dorset
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had some family money to invest following a bereavement and the trustees needed advice.
How has Alan Curtis helped you?
Alan listened to our requirements and sorted out an investment in trust.
Have you seen the outcome you were hoping for?
Yes - the portfolio has done really well and the beneficiaries have seen significant growth on their funds.
What could they have done better?
Nothing