Martin Miller

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

Martin has helped with all my financial and inheritance planning from before and after marriage

How has Martin Miller helped you?

He has regular meetings with me & my husband to update our portfolio and keeps in regular contact throughout the year

Have you seen the outcome you were hoping for?

Yes I have complete faith in Martin’s advice

What could they have done better?

I feel Martin doe his best for me and always has my worries and concerns at heart

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

Looking for the best way to invest

How has Martin Miller helped you?

He gave me advice on investments and pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I feel he did everything he could and kept me up-to-date and informed

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

I needed advice and help to plan for the future

How has Martin Miller helped you?

Martin helped me define my financial goals, and more importantly helped me understand what is achievable. He has been really helpful and honest in helping me see new opportunities and how I might achieve them.

Have you seen the outcome you were hoping for?

Yes, although I haven’t yet wholly changed course to the future we conceived, but that is down to me, not Martin!

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

I had to take Ill Health Retirement and we needed to consider our life style and possible committments going forward

How has Martin Miller helped you?

By taking a life style and whole life review. What I liked and appreciated was the advice was not just about investments and returns, but took a life stle approach, thinking first about 'how you want to live', and only then thinking about 'what you need (financially)' and 'how to achieve it',

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing, it has met all our needs, in a professional, timely, non-pushy, way.

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

My husband had to take ill health retirement and was fortunate to have a lump sum to invest as a result of this. It also meant major changes to our financial plans for the future.

How has Martin Miller helped you?

He gave us clear advice and projections on how our finances will work year on year, all presented in a jargon free, easy to understand manner.

Have you seen the outcome you were hoping for?

Very definitely. We have a clear picture of how we stand finacially and this is reviewed each year.

What could they have done better?

I dont think there is anything that could have been done better. They are always approachable, open to our suggestions and very flexible with meeting times.