Hear From My Clients

We met with Alan through a recommendation to discuss retirement plans and were immediately taken with how professional, thorough and friendly he was. We engaged with two other IFA’s but these did not measure up to Alan. Alan has the brilliant ability to explain financial constructs in easy to understand jargon free ways. We are very happy with our choice of IFA and having the backing of Intelligent Financial Advisory company. Sterling service Mr Barber !

Alan has provided financial advice for me for 20 years. His advice on investments and inheritance tax trusts has been invaluable saving my family tens of thousands of pounds. I always enjoy our meetings and look forward to our discussions.

I’ve had an excellent experience working with Alan. As a resident doctor, retirement planning had always felt distant and overwhelming, but Alan provided clear, thoughtful advice and mapped out a realistic path forward for my future.

The cash-flow planning in particular was eye-opening—it motivated me to take action and really helped me understand the importance of starting to save early. Everything was explained in a way that made sense, without any pressure, and I now feel far more confident about my long-term finances.

Thank you, Alan—your guidance has been hugely appreciated.

Dr Seetal

I hit my time in life when i needed some Financial advice re my options on taking my Personal Pension , I reached out and IFA we’re recommended.

My dealings Alan to date have been impeccable , easy to contact and very assuring to talk too.

Its proved that when you need to make , in my case a serious Financial decision , seek Professional advice , looking forward to continuing with IFA.

Thank you for all the for the kindness and good advice you have given me over the years.