Al Spall

What were the circumstances that caused you to initially look for an adviser?

Redundancy payment

How has Al Spall helped you?

Al has advised how to invest our savings in a diverse manner rather than holding cash in savings accounts.

Have you seen the outcome you were hoping for?

We now hold a diverse portfolio of investments which have seen growth within the first year.

What could they have done better?

NA

What were the circumstances that caused you to initially look for an adviser?

Deciding how best to invest an inheritance.

How has Al Spall helped you?

Help in developing a range of savings and investments.

Have you seen the outcome you were hoping for?

Definitely, our investments have grown at a far quicker rate than in the savings accounts we were using.

What could they have done better?

N/A

Please provide a brief comment about your experience with Al

Very clear, helpful and professional.

What were the circumstances that caused you to initially look for an adviser?

Unsure of how to invest

How has Al Spall helped you?

Took care of the entire process for me

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

We needed advice on where are finances stood and how we should manage it moving forward.

How has Al Spall helped you?

His is so knowledgeable and explains everything involved at our level, for us to understand. He has consolidated and reinvested my pension pots and set up an ISA.

Have you seen the outcome you were hoping for?

Yes, we have passed through our first year of investing with Al and are pleased with the results.

What could they have done better?

Nothing additionaly can be done, as Al has been very thorough and professional, covering all aspects of our finances. He has always made himself available to answer questions which he responded to quickly.