Alan's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 50 )
Retirement income (annuities, drawdown) ( 43 )
Auto Enrolment ( 1 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 18 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 56 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 18 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Aberdeenshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Increase in income and pension planning
How has Alan Ball helped you?
Expertise, advice and market knowledge
Have you seen the outcome you were hoping for?
Yes, as far as it's been under Alan and my control
What could they have done better?
Nothing I'm aware of
Review
by a verified client in Aberdeenshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Set up of my Limited Company
How has Alan Ball helped you?
Financial advise on investment and management of pension funds
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing material
Review
by a verified client in Aberdeenshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required advice on investing monies for my future/retirement
How has Alan Ball helped you?
Overall good advice
Have you seen the outcome you were hoping for?
Overall yes
Review
by a verified client in Aberdeenshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband passing away and needing help and guidance with finance
How has Alan Ball helped you?
He has been very help with all aspects of my finance
Have you seen the outcome you were hoping for?
At the moment yes I am pleased
Review
by a verified client in Aberdeenshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning
How has Alan Ball helped you?
Worked towards a retirement plan and helped with financial investments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No idea. I have had a fantastic relationship with Alan over many years.