Allan's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 8 )
Pensions ( 73 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 55 )
Investments and Savings ( 111 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 21 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 24 )
Financial Mentoring ( 9 )
Financial Coaching ( 5 )
( 4 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 19 )
£100k - £200k ( 9 )
£50k - 100k ( 10 )
Up to £50k ( 13 )
Repeat review
by a verified client in Dorset
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Cruse helped you since your last review?
I’ve had no need to contact Allan since my last review.
Repeat review
by a verified client in Dorset
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Cruse helped you since your last review?
Allan dealt with a drawdown since my last review.
Repeat review
by a verified client in Dorset
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Cruse helped you since your last review?
Allan advised me on the overall state of my investments and also tax implications of a suggested drawdown. Excellent advise once again and a speedy service once I had agreed what to do.
Repeat review
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Cruse helped you since your last review?
Allan has managed our portfolio very well
Repeat review
by a verified client in Dorset
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Allan Cruse helped you since your last review?
In my view Allan always gives honest advice.