Thank you for taking the time fully understand my life circumstances as well as the details of my pensions, savings, investments and income. The analysis that you have undertaken on my behalf and the options that you have been able to present and explain to me, have allowed me to take important decisions regarding savings, pensions and other investments with much greater confidence. As you know I am not ready for retirement, but am now much more prepared for it, financially and mentally, thanks to your patience and sound advice.

My wife and I had been used to obtaining advice from an Independent Financial Adviser for some years regarding our pensions. Recent performance however had been poor and we looked around for someone else. Once we had discussed a number of issues with Alan we were happy to proceed with him as he came across as a straightforward, honest and trustworthy individual. Our pension issues are not routine – a little more complex than some but a reasonable return on the capital would solve the problems and ensure our money would not “run out” in our lifetime. Alan took some time looking at the issues but made his recommendations based on our requirements and changes to our investments were duly executed. We would have no hesitation in recommending Alan to anyone – he has always been available to answer our questions – and the performance surrounding our pension investments now appears to be back on track.

We came in contact with Alan Curtis from True Potential after my husband was diagnosed with terminal cancer. He was very professional but also very caring. Alan managed to sort a lot of paperwork out regarding transferring pensions before the passing of my husband. After the passing, Alan finished transferring the pensions and gave me options on how he could make the money work for me. He was very easy to talk to and explained it all in a way that I could understand. Alan spent a lot of time with us and we never felt under pressure. The investments we have made are working for us and I would wholeheartedly recommend Alan for his service. Thank you for everything you have done for us.

My investments were received as part of my divorce settlement and I had been informed they would need to be transferred into my name. I contacted Alan Curtis as I was in 'unknown territory' and needed sound financial help and support on how best to move forward with my investments. From the very start I have found Alan to be knowledgeable, supportive and patient, ensuring I got the best package for my needs. Since my account has been set up his advice has proved to be excellent and accurate. I can log onto my account and follow exactly the progress of my pension investments. I have no hesitation in recommending Alan Curtis' services.