Clear and Refreshing Financial Advice
Our Journey
Born in 1975 from the vision of founder Alan Steel, Alan Steel Asset Management (ASAM) has spanned over five decades, weathering market fluctuations and empowering clients with financial security. Now a proud employee-owned company, we uphold the values of personalized guidance and open communication to foster genuine client relationships.
Who We Are
Our team is a close-knit group of seasoned financial professionals, each armed with expertise in diverse financial disciplines. We are proudly award-winning, driven by a genuine desire to serve our clients and provide tailor-made solutions.
Our Approach
We believe in financial clarity, not jargon. We take the time to understand your individual aspirations and concerns, crafting a bespoke plan that aligns perfectly with your goals and circumstances. Our approach is refreshingly honest, transparent, and client-centered.
What We Do
We offer a comprehensive range of services across various financial domains, including:
Financial Planning
- Comprehensive wealth assessments
- Tailored financial plans
- Retirement planning and optimization
- Estate and inheritance planning
- Tax optimization strategies
Investments
- Investment portfolio management
- Discretionary and advisory services
- Access to leading investment platforms
Pensions
- Pension scheme reviews and maximization
- Pension drawdown strategies
- Defined benefit advice and guidance
Asset Protection
- Risk management strategies
- Insurance planning
- Asset preservation solutions
Our Clients
We are honored to serve a diverse clientele, ranging from individuals and families to high net-worth families and businesses. We value each client relationship and treat every individual with the utmost respect and professionalism.
Our Values
- Client-Centricity: Your goals are our goals.
- Integrity and Transparency: We believe in open communication and ethical practices.
- Expertise and Innovation: Our team stays updated with the latest financial knowledge and technology.
- Building Relationships: We foster long-term partnerships with our clients.
Disappointing Sales Experience
The reviewer, Seligman Ventures Global, has expressed their disappointment with the sales process of AS, citing a lack of response to emails and calls. This lack of communication has led them to question the company's reliability and wonder what kind of service they would receive once they have handed over their money.
Lack of Communication
A major concern for the reviewer is the company's failure to return emails and calls during the sales process. This lack of communication has created uncertainty and mistrust, making them hesitant to proceed with the company.
Doubts About Post-Sales Service
The reviewer's experience has led them to question the quality of service they would receive once they have made a purchase. They are worried that the company's lack of communication during the sales process is a sign of things to come.
Be the first to review Alan Steel Asset Management.
Write a Review
