I find Alan Steel Asset Management really helpful when it comes to helping me build wealth for the days when I want to ease up. They talk a language I can easily understand and I trust them.
Stephen Gallacher, Professional Golfer and member of the 2015 European Ryder Cup team
I am regularly asked what the secret to success is. Well in my own world it’s having teammates with ability and intelligence, but more importantly those who can be trusted in times of crisis and who stick together. And that’s what you want too from your financial advisers. This is what I have at Alan Steel Asset Management. I am surrounded by trusted teammates and a leader with vision and pride in his job. Now because of my connection with them over the last 20 years I make decisions I want to make, rather than have to make.
Gordon Strachan, Football Manager
The epitome of the trusted adviser... at all times trustworthy, reliable, objective, passionate, and professional.
Gordon Neilly, London
We were fortunate in the early 1980s to be introduced to Alan and his team. When you consider the scams and conmen out there we have been grateful for their sound counsel and advice that’s given us a safe and prosperous retirement. We do not hesitate to recommend them to friends and family.
Mr and Mrs DL, Midlothian
I first came across Alan’s financial guidance over 20 years ago when working alongside the Personal Finance desk on The Sunday Telegraph. He was a regular “first stop” for advice and guidance. Since returning to Scotland 15 years ago I have come to value greatly his market and investment commentary. He and his specialists have given invaluable help to a series of Personal Finance Editors. This was never more needed than at those periods when the market looked at its most unappealing... late 2001 and again in 2009. On those occasions ASAM brought a wealth of evidence to remind us that investment is a cycle... and that cycles turn. Those who followed their advice at those critical periods back then would have done exceptionally well. That alone puts them among the top Independent Financial Advisers in the UK.
Bill Jamieson, Freelance Journalist, Former Executive Editor, Scotsman
We were introduced to Alan way back in 1975 when Margaret and I had our own business. Over the years he and his team helped us set personal goals, save taxes, and maximise our Investment/Pension returns. We enjoy as a result a very tax efficient and excellent standard of living despite the fact we’ve been retired for some 20 years. We constantly recommend ASAM to our friends and family because we wish them to enjoy the same courtesy, integrity and high professional service they consistently provide. It comes as no surprise to us that they regularly achieve national investment awards.
Jim and Margaret Campbell, Edinburgh
As clients for some 30 years now we have found Alan Steel and his team to be totally dependable.
Mr and Mrs B Fife
Twenty odd years ago, as a retiring senior partner of an Edinburgh Law practice, and having taken full advantage of pension building opportunities since 1957, I wondered what options were open to me. Fortunately I was then introduced to Alan Steel Asset Management. And the skilled advice then and since from Alan and his colleagues have allowed me to live comfortably in retirement. I am most grateful. I mention the word colleagues, for although the company bears Alan’s name as the founder, he has been skilled in recruiting a team of the most professional colleagues. And when you phone the company you don’t get machines. You are not kept waiting. A friendly voice knows who you are and connects you immediately to the appropriate person. This may seem a small point, but it speaks volumes about the professional skills of the whole company, and tells of the attention to detail in the service I have always received. I was indeed fortunate to meet up with ASAM.
Sir Charles Fraser, East Lothian
I’ve been a client of Alan and Steve and the team since 1998 and continually sing their praises. In my opinion they’re Simply The Best.
Andre Sarafilovic, Stephens the Bakers, Fife
Alan Steel and his team, top Independent Financial Advisers, immersed in knowledge.
Jeff Prestridge, Personal Finance Editor, Mail On Sunday
Our family have had Alan and his team as our key financial advisers since 1983, giving advice on Investments, Trusts and Pension planning. They have looked after us through thick and thin. On a personal note, on my husband’s death a couple of years back, he and his team took over a lot of the heart breaking paperwork relating to my husband’s affairs, taking a huge weight off my shoulders. I owe ASAM a huge debt of gratitude. They now handle financial affairs for a third generation of our family and I know they are all in a “Very Safe Pair Of Hands”... there is no doubt that because of ASAM my income has grown considerably and that allows me to lead a very comfortable life.
Mrs I McBeath, Edinburgh
I am most grateful for all the wise counsel you have given to me and my readers over the years. Here’s to the next 40 years!
Ian Cowie, Sunday Times and formerly Family Finance Editor, Daily Telegraph
As a director involved with the international financial services industry for 40 years I became close to many Independent Financial Advisers in the UK and overseas. So I literally was spoiled for choice when it came to appointing my own adviser. But the acid test always comes when you are nearing retirement when the right advice is crucial and potentially life changing. The question then was: who could I trust most to look after me and my family for the rest of our lives? The answer was easy, I chose Alan and his team at ASAM. In my experience over all the years I’ve known the company, and since becoming a client, their reputation for fairness, integrity and knowledge is well earned and, in my experience, puts them head and shoulders above their peers both in the UK and internationally. I honestly can’t recommend them highly enough.
J and K Allison, East Lothian
I always say that apart from the day I met the girl who became my wife, the luckiest day of my life was the day I was introduced to Alan Steel, and that was over 30 years ago. Now that my wife and I are the wrong side of 90 the great advice from ASAM, initially on investment growth, and then on income... gives us a quality in retirement many dream of but few manage. I can’t recommend them highly enough.
D Snedden, Bo’ness, Scotland
Being dissatisfied with other IFAs and reading Alan’s articles in the national press persuaded us to invest with the best. Top rankings in IFA of the Year are indicative of financial leader’s opinions of ASAM. Distance is no barrier to sound advice. Since Alan’s elevation to Chairman, Steven Forbes has ably continued with ASAM philosophy Thank you to the whole team for financial security for us and our family.
Dave & Jill Hutchison, Retired Dentists, Lincoln
Thanks to you and your colleagues for your professional help in this last year. Not surprisingly, the transition between full time work and what lies ahead is fraught with uncertainties, not least long term finance and the commitments of a relatively young family. Your matter of fact and professional contribution to making that transition sound are much appreciated. There are few guarantees in life but I know in turning to ASAM I will be guaranteed pragmatism and good support. I hope 2016 is a good year for all of us and please send my regards and thanks to Nicola and Lorraine for their sterling work behind the scenes.
Robin Archibald, Edinburgh
Your service, individually and as a company, is superb and way above anything we receive elsewhere (followed some way behind by John Lewis). Thank you very much both for your advice and the quality of all the correspondence we get, whether it is prefilled forms, progress updates or even the “Informing you” emails.
Mr and Mrs D, Kinross