I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
I appreciate the personal service, approachability and easy access to my adviser.
I have found the advice that Alan gives to be very well presented and he makes it easy to understand. In all my dealings with him he has been very professional, I would recommend him to anyone.
My financial situation as a single mum was overwhelming me. I met Tony Walker several months ago, within our first meeting I felt my anxiety lifting. Tony listened patiently and very quickly grasped my financial situation. We agreed a 'one step at a time' process. Since then Tony has provided excell...
My son trusts Tony with his finances so, when my husband unexpectedly died, I asked Tony if he could help me. He has gone out of his way to do this with sound advice and advocacy, very much putting my needs first. He has never put any pressure on me, so I felt completely able to trust him. I would n...
After taking time to fully understand our financial circumstances we have accepted and acted on the financial advice given. We appreciate the availability of our adviser and the regular financial reviews where we have open communication and advice. Our adviser is family friendly, providing helpful a...
Throughout my dealings with Alan Rutherford, I believe that he is focused on providing the best financial products for his clients based on an interest of knowledge of them and their plans and expectations. Furthermore, if the timing is not right, whether personally or within the financial market, h...
I have always valued Alan’s advice, after many interesting discussions with him around the table. He is a good listener and a good diplomat.
We have found Alan’s advice to be positive to date and that he is readily available for discussing and dealing with any concerns we may have. His willingness to come to the house to discuss various matters is helpful and appreciated as we cannot always make the time to go to the office. His regular ...
Post Brexit result, Alan reached out to us, outwith the planned reviews to discuss the implications on our investment Portfolios. We found the subsequent meeting helpful and were comfortable with the feedback.
Alan has provided excellent and reassuring investment and pension advice to me over a number of years. He is helpful and responsive with a sounds knowledge of the market. I would have no hesitation whatsoever in recommending him to friends and colleagues.
We very much appreciate the time, support and sound advice offered by Alan in bringing to our attention the opportunities available to improve our financial returns. His willingness to listen and understand our circumstances and challenges has helped build a valuable relationship.
I have known Alan for several years both in his former employment and more recently as a Director of Alan Rutherford Wealth Management Ltd affiliated with St. James's Place and have always found him to be very straightforward and friendly and with my best interests at heart, providing sound advice i...
I have had two meetings now with Alan for financial advice. I have found his initial factfind (the taking down of information from me) to be thorough. He explained his investment strategy and the reason for choosing that strategy. He checked my understanding of that strategy and when the portfolio c...
As a relatively new client I wasn’t clear on some of the process. I was provided with a straightforward explanation of all the options to me. I felt very well supported from initial engagement and receive updates and prompt responses to any queries. I am very happy.
Alan gives professional advice, which is done in a clear and concise way. Appreciate the annual review, where he takes time to review and listen to your questions very good adviser.
Alan takes a personal approach and goes above and beyond to understand and meet my financial goals. The advice provided is clear and concise and the level of service is exceptional. Highly recommend.
Appreciate the advice and honest discissions.
Excellent listening skills therefore more likely to tailor investments to my needs and circumstances.
If I am honest, I can say that, after talking to various advisors, I was initially very suspicious. Over the years, I have come to totally trust Alan, and believe that his advice, always generously given, is in our best interests. His financial advice has been sound and I trust him.
I appreciate the personal service, approachability and easy access to my adviser.
I have found the advice that Alan gives to be very well presented and he makes it easy to understand. In all my dealings with him he has been very professional, I would recommend him to anyone.
My financial situation as a single mum was overwhelming me. I met Tony Walker several months ago, within our first meeting I felt my anxiety lifting. Tony listened patiently and very quickly grasped my financial situation. We agreed a 'one step at a time' process. Since then Tony has provided excell...
My son trusts Tony with his finances so, when my husband unexpectedly died, I asked Tony if he could help me. He has gone out of his way to do this with sound advice and advocacy, very much putting my needs first. He has never put any pressure on me, so I felt completely able to trust him. I would n...
After taking time to fully understand our financial circumstances we have accepted and acted on the financial advice given. We appreciate the availability of our adviser and the regular financial reviews where we have open communication and advice. Our adviser is family friendly, providing helpful a...
Throughout my dealings with Alan Rutherford, I believe that he is focused on providing the best financial products for his clients based on an interest of knowledge of them and their plans and expectations. Furthermore, if the timing is not right, whether personally or within the financial market, h...
I have always valued Alan’s advice, after many interesting discussions with him around the table. He is a good listener and a good diplomat.
We have found Alan’s advice to be positive to date and that he is readily available for discussing and dealing with any concerns we may have. His willingness to come to the house to discuss various matters is helpful and appreciated as we cannot always make the time to go to the office. His regular ...
Post Brexit result, Alan reached out to us, outwith the planned reviews to discuss the implications on our investment Portfolios. We found the subsequent meeting helpful and were comfortable with the feedback.
Alan has provided excellent and reassuring investment and pension advice to me over a number of years. He is helpful and responsive with a sounds knowledge of the market. I would have no hesitation whatsoever in recommending him to friends and colleagues.
We very much appreciate the time, support and sound advice offered by Alan in bringing to our attention the opportunities available to improve our financial returns. His willingness to listen and understand our circumstances and challenges has helped build a valuable relationship.
I have known Alan for several years both in his former employment and more recently as a Director of Alan Rutherford Wealth Management Ltd affiliated with St. James's Place and have always found him to be very straightforward and friendly and with my best interests at heart, providing sound advice i...
I have had two meetings now with Alan for financial advice. I have found his initial factfind (the taking down of information from me) to be thorough. He explained his investment strategy and the reason for choosing that strategy. He checked my understanding of that strategy and when the portfolio c...
As a relatively new client I wasn’t clear on some of the process. I was provided with a straightforward explanation of all the options to me. I felt very well supported from initial engagement and receive updates and prompt responses to any queries. I am very happy.
Alan gives professional advice, which is done in a clear and concise way. Appreciate the annual review, where he takes time to review and listen to your questions very good adviser.
Alan takes a personal approach and goes above and beyond to understand and meet my financial goals. The advice provided is clear and concise and the level of service is exceptional. Highly recommend.
Appreciate the advice and honest discissions.
Excellent listening skills therefore more likely to tailor investments to my needs and circumstances.
If I am honest, I can say that, after talking to various advisors, I was initially very suspicious. Over the years, I have come to totally trust Alan, and believe that his advice, always generously given, is in our best interests. His financial advice has been sound and I trust him.
I appreciate the personal service, approachability and easy access to my adviser.
SJP Approved 15/03/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.