Brian Martin

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

Seeking professional advice for the most efficient investment of savings tailored for our individual situation.

How has Brian Martin helped you?

Brian has assessed our financial situation thoroughly and made appropriate recommendations throughout our relationship.

Have you seen the outcome you were hoping for?

Given the current state of the markets the results have been very good.

What could they have done better?

Not to my knowledge.

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

I wanted to make an investment

How has Brian Martin helped you?

Brian has provided advice on IHT planning, investment risk and pension planning.

Have you seen the outcome you were hoping for?

Generally yes but changes by Governments to taxes and trade have an effect on ones plans

What could they have done better?

I am not sure maybe a crystal ball would have helped

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

Inheritance acquisition

How has Brian Martin helped you?

By steering us towards safe investment

Have you seen the outcome you were hoping for?

yes

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

Considering transfer out of final salary pension scheme.

How has Brian Martin helped you?

Continued to provide regular annual reviews. Has answered queries raised both fully & promptly.

Have you seen the outcome you were hoping for?

Yes, so far.

What could they have done better?

Sometimes, follow-up written feedback from regular annual meetings has been a bit slow. I have put this down to a need for regulatory review prior to issuing.

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

Retirement of previous adviser

How has Brian Martin helped you?

See areas ticked above

Have you seen the outcome you were hoping for?

Generally, yes