Alasdair Coutts-Britton

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

We were setting up SIPPs for our company directors and needed specialist advice on the products available.

How has Alasdair Coutts-Britton helped you?

Reassurance in selection of products, on-going monitoring of the performance to ensure that our pension plans are on track

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Very satisfied to date.

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

Pension advice.

How has Alasdair Coutts-Britton helped you?

Helped me understand my pension projection and also my future needs.

Have you seen the outcome you were hoping for?

Pension is on track.

What could they have done better?

Nothing.

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

How has Alasdair Coutts-Britton helped you since your last review?

Continued pension advice and inheritance planning

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

We are planning some significant life changes which will require us to navigate a different financial landscape.

How has Alasdair Coutts-Britton helped you?

Alasdair has supported the business for many years so has a very good insight into our current financial situation. We have recently asked for individual personal financial planning advice, and he was able to project how our finances will look in the future depending on how we alter different variables. We were able to discuss different hypothetical situations and this helped us see what may or may not be possible. Over the years Alasdair offered excellent business advice which has helped create a secure financial future, not only for us but taking our whole family into consideration. His approach to our personal finances has been completely unbiased, taking into account our individual circumstances. He is clearly very passionate about his job and takes pride in supporting people with their finances and future goals.

Have you seen the outcome you were hoping for?

Alasdair's business advice has helped ensure we have made sound financial decisions to support our future. His continuing personal financial planning advice is helping us navigate this change and see what is possible, whilst minimising any risks relating to our current and future financial situation.

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

Planning for the future.

How has Alasdair Coutts-Britton helped you?

We always receive clear and concise information. We always comfortable as he always has time to explain things clearly.

Have you seen the outcome you were hoping for?

Yes.