Craig's reviews
Reviewed for
Pensions ( 3 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 1 )
Financial Planning ( 2 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
Review
by a verified client in Lincolnshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having previously been given awful financial advice, I needed some professional guidance on my pensions and was wary of who to trust. A close friend recommended Craig and was immediately put at ease upon meeting him.
How has Craig Allan helped you?
Craig is exceptionally professional and knowledgeable, listened intently to my concerns and what it was I looking for. He provided initial advice then comprehensive advice at a later date after looking into what was best for my circumstances. I am overjoyed with the service and advice he has provided.
Have you seen the outcome you were hoping for?
Absolutely. Craig’s advice and work to consolidate my pensions has been invaluable.
What could they have done better?
Nothing. I am really looking forward to working closely with him throughout my retirement. I can not recommend him and his team highly enough.
Review
by a verified client in South Yorkshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To provide financial/pension advice
How has Craig Allan helped you?
Craig Allan has helped provide a plan for my specific financial needs
Have you seen the outcome you were hoping for?
Its too early yet
What could they have done better?
Forecast President Trump's effect on the global markets (just a little tongue in cheek remark)
Review
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was interested in seeing what is possible with the short term goals and savings I have and wanted to condense my pensions into one pot
How has Craig Allan helped you?
Craig has helped me put a plan in place with my savings and my future income to help make my goals achievable. I’m likely to need the money in the next year or so, so Craig advised me with what the best options were for me. He is also in process of sorting my pensions out
Have you seen the outcome you were hoping for?
Absolutely! Craig has been super helpful and friendly yet professional. He ensures he is clear and understood so we are on the same page and asks questions to make sure he understands what I was wanting from him