Martyn Paterson

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.

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.

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

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

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

I needed a financial/wealth advisor to manage my pension plan.

How has Martyn Paterson helped you?

Martyn is very personable, positive and very informative. I am very risk adverse/prudent individual and he has given me confidence regarding my pension plan especially from the point of view of approaching retirement and whether the plan value will be enough. He has explained in great detail current and potential future values and what the possible outcomes might be. This has helped me enormously.

Have you seen the outcome you were hoping for?

Yes very much so.

What could they have done better?

N/A