We have been working with Wealth Alliance since they established in 2011 and throughout this period their advice and support has been invaluable. They are very proactive at exploring different strategies to meet our specific needs and to help us maintain our lifestyle. They help us to plan for the future with confidence. We’d have no hesitation in recommending Wealth Alliance.

Gillian and I have been supported by Wealth Alliance since the firm opened. The direction provided regarding financial planning has been thorough and clear. The recommendations for investment match our risk profile and our financial needs. We like that they are professional yet we feel they know us personally. Overall we are delighted to do business with Wealth Alliance.

We have been working with Wealth Alliance since they established in 2011. During this time they more than lived up to our expectations of working with financial planners. They take the time to really know their clients which gives us great confidence that not just our financial goals are well understood but also our comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within our financial plan. We can only give them our highest recommendation.

I have been a client of Wealth Alliance since its inception and through regular reviews, advice and guidance, all aspects of my finances have improved. Through personalized risk assessment and comprehensive and in-depth knowledge of financial products, cost, taxation and investment and pension options, I feel I have access to all of the information I need to make informed and logical financial decisions. I have nothing but respect and trust for the Wealth Alliance team and have no hesitation recommending them.

We started working with Wealth Alliance in 2011 and they have regularly exceeded our expectations, starting with taking the time to really understand our financial position and our goals and objectives. They then outlined and explained the options available to us, ensuring that we understood the opportunities and risks involved with each. Over the years we have had regular reviews and they have suggested changes, as appropriate, ensuring that we feel confident and remain on track to meet our financial goals and objectives. We find them very professional and dedicated to developing their customer proposition. We are happy to recommend Wealth Alliance to people looking for financial planning advice.

Wealth Alliance has provided us with financial planning advice for a number of years. They spent a lot of time talking with us in order to fully understand both of our lifestyle goals and financial objectives. They explained our options in plain English and helped us put in place the various strategies required to achieve our goals. The ongoing contact and annual reviews are most important to us as they ensure we can feel confident that we remain on track to achieve our objectives. We have no hesitation in recommending Wealth Alliance to anyone looking for independent financial planning advice where the client is placed at the centre of the service.

Amanda and I have been engaged with Wealth Alliance for the last three years. The advice and guidance on financial planning has been clear, well thought out and invaluable. They have been proactive in providing investment recommendations which match both our appetite for risk, but also our life goals. They combine a high level of professionalism with a personal service. We would have no hesitation in recommending Wealth Alliance."

I am thankful to my employer for many things, not least their engagement of Wealth Alliance, to oversee the company’s pension scheme back in 2012. In the intervening years the relationship has developed and they are now an integral part of my family’s financial planning process. Reviews are well prepared and all queries dealt with in a timely manner. The thoroughness and patience shown by Wealth Alliance over the years has been exemplary. I would have no hesitation in recommending Wealth Alliance to anyone looking for professional financial planning and advice.

We have been clients of Wealth Alliance for some years now and we consider the advice and guidance we have received during this time to have had a positive effect on our finances and future outlook. Wealth Alliance have an in-depth knowledge of financial products, taxation and pension options and we rely on them to help us make informed financial decisions. We now have relationship built on trust, and would have no hesitation in recommending Wealth Alliance.

Wealth Alliance provide 1 to 1 advice and support to our employees to assist them in making investment choices and contribution rates to their pension plans appropriate to each individual employee’s circumstances. Jane and Brenda have become trusted advisers to our employees and through their support and guidance we have seen real active engagement by employees in pension planning.