Alan Turner

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

I get some money after my partner died.

How has Alan Turner helped you?

He has helped me make the correct and helpful financial decisions. Taking in mind my thoughts and worries on my money.

Have you seen the outcome you were hoping for?

I would say yes. So far I have seen the outcome as good.

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

Lottery win

How has Alan Turner helped you?

Alan has helped me from the very start of my win and has also helped me understand investing which was completely new to me. Most importantly I didn’t feel any pressure in making important financial decisions until I was comfortable with them.

Have you seen the outcome you were hoping for?

I have seen my investments grow in value since being with Alan.

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

Father's Death

How has Alan Turner helped you?

Helpful long term financial planning and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I won 2.5 million.

How has Alan Turner helped you?

Alan has supported me from The very beginning of my win. I truly appreciated his approach to getting to know me personally and taking time to fully understand what was best for me. He has educated me and show patience, considering my newness to investments; it did take sometime for me to grasp everything. More importantly Alan has provided a clear plan that gives me financial comfort.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything Alan could have done better.

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

Financial planning for retirement

How has Alan Turner helped you?

Has provided great guidance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nithing

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

After winning a significant sum of money, I had no idea what to do with the money in terms of investment/making the money grow. Alan took me through the process of investing and has been a great advisor in all aspects of the financial planning.

How has Alan Turner helped you?

Alan is very easy to talk with and puts you at ease discussing your personal information, which isn't always easy when meeting someone you've never dealt with before. I have a direct line and know I can contact him with any queries whenever they should pop up.

Have you seen the outcome you were hoping for?

My money is invested in the stock market, whilst there was initially a slow start due to various world events, it has now began to gain traction and provide a return.

What could they have done better?

I haven't had any complaints about Alan's performance as my financial planner to date.

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

I was looking to start some retirement planning and prepare a strategy for retirement income options

How has Alan Turner helped you?

Alan really helped with cash flow models and scenario planning for life events and has been instrumental in helping me focus on what retirement expenses I need to cover .

Have you seen the outcome you were hoping for?

Very much so as I have achieved objective of completing assessment of funding my retirement along with gaining better understanding of drawdown strategy ; this has really helped me make better decisions on the various pension posts so I am in much position to understand what retirement might look like now going forward

What could they have done better?

Nothing specific from the varying meetings or provision of information at each stage of the process

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

To invest money and have it gain in value in order to prepare for our retirement

How has Alan Turner helped you?

Alan managed the entire process keeping us advised of the reasons behind the decisions taken. He also made sure that we were happy with our decisions as we progressed through the investment process

Have you seen the outcome you were hoping for?

It is progressing as intended

What could they have done better?

Alan looked after us through the entire process I’m not sure of anything that Alan could have done better

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

To tidy up numerous 'pots' and to formulate long-term financial plans

How has Alan Turner helped you?

Clear, well considered advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Was dissatisfied with my financial adviser

How is Alan helping you?

Alan takes time to explain our finances clearly and in language that I understand

Have you seen the outcome you were hoping for?

Yes

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

Dissatisfaction with returns on some of my current investments.

How is Alan helping you?

Presenting alternative options, performing analysis, communicating very effectively, doing what he says he’ll do.

Have you seen the outcome you were hoping for?

Too early to tell as we are just in the process of transferring.

What could they be doing better?

Nothing at this point.

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

To invest for future

How has Alan Turner helped you?

He has provided clear and informative information outlining pros and cons of options available

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with input provided

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

I was looking to invest money for my retirement

How has Alan Turner helped you?

He has advised and guided me through some difficult times, especially Covid where all markets were affected.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t believe he could have done better

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

Looking for better service and performance than Abrdn.

How has Alan Turner helped you?

Alan's service levels are excellent. He keeps me well informed which I like. He has reorganised my life insurance to provide better cover at a lower cost.

Have you seen the outcome you were hoping for?

Alan's service levels are excellent. Investment performance too early to say.

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

Unhappy with a previous adviser.

How has Alan Turner helped you?

Alan has given very clear advice for my personal financial situation . Alan has also explained the pros and cons of financial markets and investments that is easy to understand.

Have you seen the outcome you were hoping for?

Exceptionally happy with all advice given and moving in a positive direction.

What could they have done better?

I actually don’t see a need for improvement. The service I have received has been excellent.

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

After my husband retired we both needed financial advice

How has Alan Turner helped you?

He has worked with my husband and myself to ensure we have a plan of action for regular income and future financial planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He has covered all bases

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

Having taken early retirement I was looking for long term financial advice

How has Alan Turner helped you?

He has suggested plan of action which has been followed through

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

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

My wife and I recently retired and wanted advice to maximise our wealth.

How has Alan Turner helped you?

Alan has provided advice and guidance through the complex matter of financial planning. This has been done in a clear, concise and easy to understand manner.

Have you seen the outcome you were hoping for?

Yes, as an ongoing plan for the future.

What could they have done better?

I do not think anything could have been do e better.

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

Wanting to give up fulltime work.

How has Alan Turner helped you?

Giving us clear and easy to understand advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Lump sum to invest.

How has Alan Turner helped you?

He listens, provides options and advice.

Have you seen the outcome you were hoping for?

In process of plan starting to deliver.

What could they have done better?

Earned money rather than lost.