Alan's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 10 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 19 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
( 1 )
Review
by a verified client in Renfrewshire
7 months ago
Overall
Advice
Service
Value
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.
Review
by a verified client in Lanarkshire
7 months ago
Overall
Advice
Service
Value
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.
Alan:
Hi Mark, thanks for your comments. Much appreciated, AlanReview
by a verified client in Perthshire
8 months ago
Overall
Advice
Service
Value
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
Alan:
Hi Rona, Thanks for taking the time to complete this and I really appreciate the review. Speak soon. AlanReview
by a verified client in Lanarkshire
a year ago
Overall
Advice
Service
Value
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.
Review
by a verified client in Ayrshire
a year ago
Overall
Advice
Service
Value
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