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 review
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?

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.