Neil Martin

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

Transfer of company pensions

How has Neil Martin helped you?

Neil’s advice is first class he is very knowledgeable and totally honest in his advice

Have you seen the outcome you were hoping for?

Yes outcomes have been excellent

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

Have been with the company for years

How has Neil Martin helped you?

Keeping me up todate with my pension.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

None.

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

Widowhoodyes

How has Neil Martin helped you?

Neil understood my requirements noy

Have you seen the outcome you were hoping for?

Yes understood my

What could they have done better?

Not sent me this questionnaire !!

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

I had retired from self employment and needed advice to set up my pension fund

How has Neil Martin helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I am aware of

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

Looking for independent advice

How has Neil Martin helped you?

By giving me independent advice

Have you seen the outcome you were hoping for?

Ye

What could they have done better?

Very little

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

Retirement

How has Neil Martin helped you?

Sound management and advice of my investments.

Have you seen the outcome you were hoping for?

Yes under the recent constraints of the global market

What could they have done better?

Nothing that I can recall

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

Came with Ascot Lloyd

How has Neil Martin helped you?

A lot

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None that I know of

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

Pension investments for retirement

How has Neil Martin helped you?

Advised and guided with investment and drawdown

Have you seen the outcome you were hoping for?

I don’t think anyone has pension funds doing well, but feel mine has done as well as it can.

What could they have done better?

No the ing

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

Retirement

How has Neil Martin helped you?

Detailed guidance on different products

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

.

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

I had a substantial pension from a previous employer and needed help handling and investing the money to plan for retirement.

How has Neil Martin helped you?

He has helped with investments and withdrawals and keeps me informed on a regular basis, including an annual review. We have a very good relationship which has built up over the hyears and he fully understands my needs and requirements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am happy with the advice and assistance given.

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

Continuation of my late husbands pension

How has Neil Martin helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Was allocated Neil after my original adviser left Ascot Lloyd.

How has Neil Martin helped you?

Advising, more or less, to leave things as they are.

Have you seen the outcome you were hoping for?

Does this mean from my investment or from the advice?

What could they have done better?

Could have stepped in when previous Adviser left some time in 2017. First contact was made at the Covid outbreak.

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

Dissatisfaction with previous pension advice. Approaching retirement I required more focused advice.

How has Neil Martin helped you?

See above.

Have you seen the outcome you were hoping for?

Yes, in terms of setting up the correct pension plans for me.

What could they have done better?

Nothing comes to mind

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

Retirement

How has Neil Martin helped you?

With advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, really. All my needs have been met.

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

I needed a company I could trust with my drawdown pension

How has Neil Martin helped you?

By helping me to understand the risks and benefits of my pension pot.

Have you seen the outcome you were hoping for?

Yes, I have, and Neil has always been good with his advise and I am very satisfied with the outcomes.

What could they have done better?

Nothing that I can think of, and I am totally satisfied with his professional advice.

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

Redundancy

How has Neil Martin helped you?

Gives us sound advice and explains everything in detail he listens to are circumstances and makes the necessary recommendations

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

To be honest he does everything we need him to do

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

Husband was due to retire.

How has Neil Martin helped you?

It is mainly my husband whom he had dealt with. I was aside from those but inclusive for the future. He took over my SERPS.

Have you seen the outcome you were hoping for?

To a certain extent.

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

At the time I was considering transferring my pension to a drawdown pension.

How has Neil Martin helped you?

Neil helped me through the process from start to finish. Advising me on both the pros and cons. He was avail that all times to answers any questions and concerns that I had.

Have you seen the outcome you were hoping for?

Yes, the outcome was completely to my satisfaction

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

The need to provide for the family when I was younger.

How has Neil Martin helped you?

Neil has been advising me over the past few years, explaining the best way to access my money for my family’s needs.

Have you seen the outcome you were hoping for?

Overall I would say yes I am quite happy how things have worked out.

What could they have done better?

Sometimes Neil maybe thinks I know more than I do regarding financial matters. I get there in the end but could be a bit overwhelming for some people.