Alison's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 70 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 13 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 26 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 15 )
£100k - £200k ( 5 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
Review
by a verified client in Essex
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate my previous pensions into one fund
How has Alison Tyne helped you?
giving me pension investment and retirement advice with details break down covering all scenarios
Have you seen the outcome you were hoping for?
Time will tell, as this is an active fund and like any investment platform funds are always at risk.
What could they have done better?
I am happy with the advice I receive
Alison:
Dear Trevor, Thank you for taking the time to leave a review. I’m really pleased to hear that you’re happy with the advice you’ve received so far. It’s been a pleasure helping you consolidate your previous pensions and working with you to build a clear plan for your retirement. You mentioned the value of having detailed breakdowns that cover various scenarios—this is a key part of our approach, ensuring that you feel informed and confident at each stage of the journey. As you rightly said, investment values can fluctuate, but having a carefully structured strategy in place helps provide reassurance over the long term. Thank you again for your feedback—it’s very much appreciated. Please don’t hesitate to get in touch if you have any questions or would like to revisit any aspect of your plan. Warm regards,Review
by a verified client in Essex
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My original guy retired
How has Alison Tyne helped you?
Solid and sensible advise during the big downs and downs (Covid, war etc)
Have you seen the outcome you were hoping for?
Yes
Alison:
Dear Bill, Thank you so much for taking the time to write such a glowing review it is so appreciated. I really enjoy our meetings and hearing about your plans and I hope to look after you for many years to come.Review
by a verified client in Devon
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for advice on investing my money in a private pension.
How has Alison Tyne helped you?
Alison has been very helpful in giving me a detailed overview of how my investments have faired during the last 12 months.
Have you seen the outcome you were hoping for?
Yes I'm happy with the outcome.
What could they have done better?
Nothing
Alison:
Dear Nick, Thank you so much for taking the time to write me such a nice review it is so appreciated especially as I know how busy you are. It is always a pleasure to discuss your plans and help you prepare for your future.Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for investment advice to help make our savings work for us and provide financial security going forward.
How has Alison Tyne helped you?
Alison has provided clear guidance and recommendations for investments and helped us make the most of allowances in ways we would never have thought of.
Have you seen the outcome you were hoping for?
Investments are increasing as proposed and platforms are easy to track and monitor.
What could they have done better?
It’s all good at the momebt
Alison:
Dear Mark, Thank you very much for taking the time to write a lovely review for me. I really appreciate it especially knowing how busy you are. I am delighted that you can both see that the plans we have set up for your future gives you the security that your retirement is on track as well as making use of tax allowances.Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing my pension.
How has Alison Tyne helped you?
Alison has given me clear & accurate information using language that I clearly understood without using jargon. Excellent first class service.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, I am 100% happy with the service provided.
Alison:
Dear Matt, Thank you so much for taking the time to write such a lovely review. It is so appreciated. It is always such a pleasure to help clients like you and your wife and and I look forward to our meetings and hearing both your plans.