I would recommend Alan because he took the time to understand exactly what my “life plan” was and then tailored a financial package which met my needs. I now only require an annual review when together we can tweak the package and I can get on with my life.
I contacted Alan by recommendation in 2010. At that time I was approaching 50 and had four Personal Pension Policies and did not have a clue about Financial Planning. From our very first meeting I was impressed with Forty Two Wealth Management. I was not, and have never felt that I have been, sold anything. … Continued
Being an Engineer with a small business, and limited financial knowledge, it was important to me that my financial affairs were in good hands. Forty Two let me concentrate on what I knew best, and take away the strains of running a business at the same time as worrying over my own personnel finances. After … Continued
When we went to 42 Wealth Management our full financial situation was reviewed along with our future aspirations. A plan was then put in place which covered pension plans, investments and insurance cover. This is reviewed on an annual basis and any adjustments made to keep it on track. We also get regular financial updates … Continued
I have always had complete confidence in his ability to pursue any matters. Nothing was ever a problem and his knowledge of the financial market is second to none. On his advice, decisions could always be made with complete confidence. On pensions particularly, I do not think there would be any stone unturned by Alan, … Continued
Very, very pleased with the comprehensive and detailed review of my investments, tolerance to risk and – refreshingly – life goals and ambitions. After the detailed review and deciding to proceed with Forty Two’s recommendations, the transition of my then rather fragmented investments to their suggested investment setup was supported all the way by excellent … Continued
I have been with “Forty Two” for approximately 16 years and have found them very reliable and despite the financial collapse in 2008 I was advised to stick with our original investment portfolio. This is now paying dividends and I am more than happy to recommend Forty Two.
He is a good listener and has shown the ability to forecast the impact on my financial situation which differing potential scenarios would produce. this allows us to plan for the foreseeable future and have a contingency if the unknown occurs.He knows me well and has been trusted with close family details for many years. … Continued
Alan takes care of everything that I need to do with investments and savings, giving advice that’s in my interest, not his. I don’t have a spare second with work and family life, so it’s great just to be able to leave everything in his hands, and I trust him implicitly. He’s not your typical … Continued
Alan goes to great lengths to make sure that we have complete understanding of our financial position at present and how that is likely to develop in the future. He has steered us through a particularly turbulent few years on the markets with calm assurance and is always available to give advice or point us … Continued