Carl Melvin

What were the circumstances that caused you to initially look for an adviser?

Pension planning / Lifesyle Review

How has Carl Melvin helped you?

Very helpful in handling dynamic projections, clear modelling and advice on lifestyle Planning.

Have you seen the outcome you were hoping for?

Yes - excellent clear advice, dynamic plan. Ideal

What could they have done better?

N/a

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Carl Melvin helped you?

Carl gave me professional and friendly advice that was very helpful to me and put my mind at ease regarding my retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Carl

I needed somewhat broad advice about a few things to do with my finances. I visited the Bridge of Weir branch today and Carl called me at home, a couple of hours later. In conclusion, I do not need Carl's services at the moment, but he spent considerable time explaining many of my queries. I'm very grateful. Thank you ?

Please provide a brief comment about your experience with Carl

Carl took time to clearly explain the options available to me to take money from my pension and also brought other issues to my attention such as estate planning. I was impressed by his knowledge and friendly approach with no hard sales pressure.

Please provide a brief comment about your experience with Carl

Good reliable advice regarding my future planning , pensions and savings