Morven Millar

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

I was looking for a trusted financial adviser to give me advice on my Occupational Pension transfer values.

How has Morven Millar helped you?

Morven conducted a thorough review of all my personal and financial circumstances and had an in-depth understanding of what I was hoping to achieve in the short, medium and long term. She gave me lots of practical advice and was very knowledgeable around the changes in legislation affecting pensions.

Have you seen the outcome you were hoping for?

Most definitely! Morven gave me sound advice on my pension transfer value and the setting up of my SIPP. Furthermore her recommendations reflected that both my husband and I are in second marriages and she helped us ensure that we made the right provision for each other and both sets of children.

What could they have done better?

I am happy with the frequency of my financial reviews and the regular newsletters & e-mails I receive.

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

I was looking for advice and guidance about my plans for retirement.

How has Morven Millar helped you?

Morven helped my to understand the options available to me and facilitated the set up of my Self-Invested Pension Plan.

Have you seen the outcome you were hoping for?

So far yes. I have exercise some of my options and have flexible access to my pension.

What could they have done better?

Nothing major that I can think of.

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

I wanted to review my pension situation and understand what my options were for future retirement given that I am approaching an age where this becomes a possibility.

How has Morven Millar helped you?

Morven carried out a full review of my existing pension arrangements and discussed various options with me in a clear and objective way. As a result I made some changes to the way my pension is managed.

Have you seen the outcome you were hoping for?

I have only been with Morven for a couple of years so it is a little early to say. However, early indications are looking positive.

What could they have done better?

The only thing I can think of is it would be useful if, after annual review meetings, I was given a set of minutes and actions for me to use for future reference.

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

Needed a review of my savings and investments

How has Morven Millar helped you?

Advised on the best options available to gain most from monies held

Have you seen the outcome you were hoping for?

Yes investments increased

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

Divorce

How has Morven Millar helped you?

Morven looks after my pension and investments.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

Nothing I can think of.