What our clients say about us

"10 years ago I was recommended to Alan Steel Asset Management. Since then they've given me (and those I've recommended) superb advice on all areas of personal finance including pensions. They put customers first and are superb ambassadors for their profession. It's no wonder personal financial journalists and broadcasters seek their informed opinions, and that they consistently win national awards for advice and service"

André Sarafilovic, Business Owner

"As senior partner of a legal practice in the early 1990s, I was concerned my pension plans were not performing. Thankfully, I was recommended to Alan Steel Asset Management. Through their advice I discovered my pensions were written under rules that meant, in the event of my death, my estate would only receive a return of premiums paid instead of the current value... A difference of some 700%. Needless to say, Alan has looked after my financial affairs since. Over the years I have recommended colleagues, friends and family. They are client focussed and very user friendly. The distance between us has never been an issue. When you find advisers like Alan Steel Asset Management, location doesn't matter"

Peter Flower, Kent.

"I've been with Alan Steel Asset Management for 20 years now. Alan and his team helped me build wealth over the years with less exposure to tax. I've found they give sound advice and are constantly innovative. They spotted the Equitable Life fiasco before anyone else, and helped me get my pensions out without penalty. Myra, my wife, and I trust them implicitly and recommend them regularly without hesitation. Their professionalism is apparent as soon as you enter their offices, from the décor to the greeting from the receptionist, to the support of their consultants. If we were beginning again we would still choose them"

Derek Lister, Midlothian.

"Alan became our financial advisor in 1977 when my husband had his own oil services business. Alan organised all his and the company's pensions, investments and financial protection. When my husband died suddenly in 1992 I relied heavily on Alan Steel Asset Management's financial skills to help me through the ordeal. I came to rely on them for advice on pensions, tax and investment, and their expertise has been invaluable to me over the years. Alan's become a personal friend and I feel comfortable consulting him on many other issues concerning family finance. Alan's optimism shines through and you leave a consultation with him feeling upbeat, with any problem put in perspective, or more often than not solved"

Elizabeth Herries, Aberdeen.