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"When working as Deputy General Manager (UK) for
a leading mutual insurance society I met hundreds of
independent financial advisers. On approaching my
own retirement I wanted the best advice on pensions,
tax and investment strategy. That's why I picked Alan
Steel Asset Management. In the minefield of pensions,
the work put in on behalf of my family and I, has
surpassed my highest expectations"
Jim Gilchrist, London.
"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, President of the Scottish
Association of Master Bakers 2004
"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.
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And there's more...
"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.
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