An award-winning firm of investment advisers. For professional tax, pensions and investment advice.
We are independent financial advisers and typically our new clients...would like to retire early but can't see how. They don't know how to calculate what financial independence means and buy financial plans, including pensions, piecemeal. They invest and panic sell at the wrong times and do not understand the long term value of tax-free compound interest. Many do not have simple trusts or proper wills to protect the family and they would like a fresh, simple, all-embracing financial strategy. They want a long term relationship with advisers who put them first and are fed up paying heavy upfront commissions to advisers who provide no ongoing service.
With us, all that would be a thing of the past.
Your Path to Financial Security: First and foremost, Alan Steel Asset Management will revisit your financial goals.
Then help you understand where you are now. Next, they'll show you how to get the best from all your assets. They'll recommend the best strategies to help you achieve your goals even in difficult times.
Before you commit to any course of action, you'll receive a detailed report which will spell out in simple straight forward language exactly what you need to do. No jargon. No mumbo jumbo. Something that is created specifically for you. Something to take care of all your Investment, Tax and Pension needs.