An investment in Knowledge pays the best interest
Who we are
Founded in 1975 by the late Alan Steel, Alan Steel Asset Management (ASAM) is a trusted financial planning firm proudly employee owned. Our team of experienced professionals is dedicated to providing meticulous and personalized advice to our clients across all aspects of their financial lives.
Our people
The ASAM family is a close-knit group of seasoned financial professionals. Our team comprises award-winning advisors and over 30 dedicated support staff, all working collaboratively to ensure our clients receive the highest quality of service and guidance.
Our story
Over the past five decades, ASAM has weathered market fluctuations and economic challenges to consistently deliver tailored solutions to our clients. We take great pride in building strong, lasting relationships built on trust and personalized guidance.
What we do
We offer a comprehensive range of financial planning services to cater to your individual needs and goals. Our services include:
Financial Planning
- Creating a tailored financial plan that aligns with your financial goals and risk tolerance.
- Developing and implementing strategies for retirement planning, estate planning, and wealth preservation.
Investments
- Constructing and managing a diversified portfolio that aligns with your financial goals and risk preferences.
- Providing guidance on various investment options, including stocks, bonds, and alternative investments.
Pensions
- Maximizing your pension contributions and ensuring you understand your options at retirement.
- Providing guidance on state pensions, private pensions, and defined benefit plans.
Asset Protection
- Implementing strategies to mitigate potential financial risks and safeguard your assets.
- Providing guidance on inheritance planning and life insurance.
Our clients
We understand that every client is unique, with different needs and aspirations. We tailor our approach to understand your financial goals and provide personalized recommendations. We value open communication and transparency, ensuring you are always informed and involved in the planning process.
Our insights
As seasoned professionals with extensive experience, our team regularly shares valuable insights and expert commentary on industry trends, financial planning strategies, and market updates.
Overall Sentiment
The reviews express a strong negative sentiment towards the company.
Communication Issues
A significant concern raised by the reviewer is the company's inconsistent and unresponsive communication. The reviewer mentions that the company consistently fails to return emails and calls at the sales end of the process, which raises concerns about their reliability and trustworthiness.
Trust and Reliability
The reviewer questions the company's trustworthiness, suggesting that if they cannot maintain communication during the sales process, it is likely that they will be unreliable once they have received payment.
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