Martyn's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 93 )
Retirement income (annuities, drawdown) ( 64 )
Investments and Savings ( 68 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 27 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 26 )
Financial Planning ( 65 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 44 )
£200k - £500k ( 25 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
( 2 )
Review
by a verified client in Aberdeenshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I returned from working overseas, I was approaching retirement age, so we needed advice as to how best to invest and prepare for our final years in employment and the transition to retirement.
How has Martyn Paterson helped you?
Martyn has provided sound advice. He has carefully and thoughtfully understood our situation and financial circumstances, provided full information about various options, and has guided us in taking the decisions that will support our future financial security
Have you seen the outcome you were hoping for?
Yes, we have.
What could they have done better?
N/A
Review
by a verified client in Aberdeenshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Multiple pensions and no clear financial strategy, or understanding of how to properly prepare for retirement.
How has Martyn Paterson helped you?
Given a clear picture of options and pros and cons of the options to allow me to make the right decision.
Have you seen the outcome you were hoping for?
Yes, very much so.
What could they have done better?
Nothing comes to mind.
Review
by a verified client in Aberdeenshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement
How has Martyn Paterson helped you?
Advised me of my progress and provided options for me to consider to help maximise my financial planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing to note.
Review
by a verified client in Aberdeenshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Owning my own business and needed professional advice with regards to pensions and various options
How has Martyn Paterson helped you?
Guided me through the process, explaining tax free allowances. Also other future planning beyond retirement age
Have you seen the outcome you were hoping for?
So far so good, very pleased with results, support and guidance given.
What could they have done better?
N/A
Review
by a verified client in Aberdeenshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking at early retirement and needed good advice on future financial planning
How has Martyn Paterson helped you?
I found him very knowledgeable in his field and his advice was invaluable in making the right choices
Have you seen the outcome you were hoping for?
So far the plan has performed very well and above expectations
What could they have done better?
So far everything has been good an hard to image any great improvements