Alan Worthington

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

I was looking to set up a pension through my limited company and needed expert guidance to get it right.

How has Alan Worthington helped you?

Alan helped me set up a pension through my limited company. He explained everything clearly and made sure it was tailored to my goals.

Have you seen the outcome you were hoping for?

The process was smooth, and the pension is now in place - exactly as planned.

What could they have done better?

n/a

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

Advice for my total financial planning

How has Alan Worthington helped you?

Alan has given me a plan that fits my needs, and this plan has been in operation since our first meeting. The plan evolves as situations change, and Alan advises me of my best options

Have you seen the outcome you were hoping for?

So far, yes, there have been ups and downs from outside influences, which is obvious.

What could they have done better?

Not sure?

This review is a follow-up review from a client who left a review previously.

How has Alan Worthington helped you since your last review?

Availability Quick responses Tax efficient investments

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

Fortunate to receive an inheritance and needed the money to work to supplement standard of living.

How has Alan Worthington helped you?

Alan has always supported my investment needs, providing sound advice at each turn in what has been a fairly unsettled market in recent years.

Have you seen the outcome you were hoping for?

Very much so. I have had access to funds when needed to enhance my quality of life and still maintained a level of capital investment to plan for the future.

What could they have done better?

Nothing that was in control of myself or Alan. World/Health affairs are outside of our control and investments of this kind are about riding the ups and downs.

This review is a follow-up review from a client who left a review previously.

How has Alan Worthington helped you since your last review?

Financial planning-wise, things are going to change in the near future, and knowing I have Alan helping me is reassuring.