Alasdair's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 8 )
Auto Enrolment ( 1 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 16 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
£100k - £200k ( 2 )
( 1 )
Review
by a verified client in Staffordshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investments and pension. Inheritance planning
How has Alasdair Coutts-Britton helped you?
Very good advice on a wide range of planning options
Have you seen the outcome you were hoping for?
Yes working towards my goal
What could they have done better?
Nothing
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Alasdair was introduced to me by my Mother, who had sought his help for financial planning.
How has Alasdair Coutts-Britton helped you?
He provided clear advice on my Mother's investments, going into detail on pros and cons for each trust
Have you seen the outcome you were hoping for?
N/A
What could they have done better?
N/A
Review
by a verified client in Shropshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension Advice.
How has Alasdair Coutts-Britton helped you?
Always concise and clear 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 Shropshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement investments planning
How has Alasdair Coutts-Britton helped you?
Advice regarding risk and accompanying returns.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Alasdair:
Thank-you for this great feedback and reviewReview
by a verified client in Shropshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Receiving a sum of money that i wanted protectec for the future
How has Alasdair Coutts-Britton helped you?
By explaining the degrees of risk and adbvising thr appropriate plsce of investment for my needs and willingness to risk.Yes.
Have you seen the outcome you were hoping for?
Yes. Low percenmtage groth, but security of my investment
What could they have done better?
If I had been prepared to take a greater risk whetre i invested my available funds.
Alasdair:
Thank-you for your feedback and review Freeman.