About You
Going Further to Grow and Protect Your Investment.
To give you the advice and support you want and need … Alan has built one of the most qualified, knowledgeable and effective teams in the financial industry today.
Stop and ponder on this for a moment.
Why is Alan Steel Asset Management the only Scottish IFA that has been recognised 7 times over 9 years in UK IFA Awards … And from a small town in Scotland? It tells you something doesn’t it? It tells you that this is a company that cares about what it does … And that it does it well.
Consider this. In a typical IFA consultancy employing, say, 8 consultants, you’ll find they’ll be supported by no more than 5 back-up staff. It seems they don’t need a huge back-up team. Their primary objective is simply to sell you as many products as possible, take the often outrageous commissions and run.
They just don’t appear to have any interest in your future financial affairs.
With Alan and his team, you will find it very different. There are 8 financial professionals with years of experience. Also, they’re amongst a very select few companies where all advisers hold the specialist G60 Pension qualification, to give full advice on the complexities of pensions.
But this is where the commitment to your long-term wealth really starts. Every financial professional in the company has a fully qualified personal assistant. In turn, each of these has their own assistant. The team is then supported by a further 6 technical, research, pension, trust, tax and investment personnel. All working together to make certain you get the most from the wealth you are creating.
And what does this do for clients?
Investors Stay with Alan Steel Asset Management
The fact is that clients very rarely want to leave. Many have been with the company from the beginning. So too have advisers and support staff.
This means you will find continuity from a team working with the same clients year in, year out. More like trusted confidants than investment advisers or sales people. What’s more, you’ll find they stay with you supporting, guiding and advising through thick and thin.
It is small wonder that over 80% of new business comes from satisfied clients delighted to recommend others.
