Claudette & Adviser Trust
Your Financial Planning Stories
I first met Claudette in October 1990 when she was 25 and we have kept in regular contact over the years. She is now at a stage in her life where she wants to plan for the future and arrange financial planning that will allow retirement whilst maintaining her lifestyle. Claudette loves working with our online system because it helps her to take control of the admin and enables her to receive advice whenever needed. Claudette is a model client, sharing our values and outlook on life.
“Trust is a big factor for me and knowing that Alan‘s there to look after my best interests means a lot.”
Claudette – Birmingham
The first time I sought advice, my marriage had broken down, I’d become a single parent and I couldn’t see the wood for the trees with regards to paying the regular bills as well as credit cards. I needed support from my financial advisor to get back on track and to ensure that all my creditors were being paid something.
Later, I’ve sought help with mortgage applications, financial planning and wills; everything I need to ensure peace of mind that my children can still manage if anything happens to me. My original objectives were to make sure I was getting good sound advice in the most cost effective way and it was important to have someone whom I could trust knowing everything about my financial status now and in the future. Knowing one other person who knows everything means the world to me as I can’t and won’t share this part of my life with friends or family. Alan had been recommended to me – that’s always a good advertisement and nearly 30 years later he is still a big part of my life. Trust is a big factor for me and knowing that Alan‘s there to look after my best interests means a lot. I’ve never had any reason to doubt any advice or suggestion he’s made and I’ll happily allow Alan to take charge, knowing that he will do what’s necessary and right for me.
He’s always kept me informed and he always shows professionalism. More importantly though, he cares. He just wants to help people who want to help themselves. He wants to be there to support and provide a service which is 100% – nothing less. If something can’t work then he will say but will also explore other avenues to see if there are other possibilities. I often wonder who helps Alan in these situations. Without a shadow of a doubt, no other person in my life has helped me the way Alan has and continues to do.
Interface has moved on and improved a lot in terms of the modern technology currently being used; it’s seamless and free from hassle. As a client there’s a lot more to know and understand. Everyone needs an ‘Alan’ in their life. My daughter is at University currently and I intend for her to be advised and guided by Alan with her finances, long term goals, mortgage application etc., when that time arrives.
Claudette
Birmingham