Claire's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 9 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 17 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 6 )
£100k - £200k ( 1 )
Review
by a verified client in Aberdeenshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To set up additional pension for retirement
How has Claire Marston helped you?
Set up additional pension; provided modelling on risk on pension money investments; advice on forward planning and retirement planning; guidance on additional money investment paths to maximize monies for retirement and child financial support
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Was all good couldn't really fault the service provided
Review
by a verified client in Aberdeenshire
7 days ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Preparing for retirement
How has Claire Marston helped you?
Always available to chat or help
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Aberdeenshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having been in a Defined Benefits scheme, I was seeking out all options that were available to me. From my meetings with Claire and her team, I was more than satisfied that a Draw Down Plan with AAB best suited my circumstances.
How has Claire Marston helped you?
Where to start! From the beginning, I have received Invaluable advise and guidance as regards my portfolio and plan.
Have you seen the outcome you were hoping for?
100%
What could they have done better?
I doubt anything! They (as a company) leave no stone unturned in their advice and guidance.
Review
by a verified client in Aberdeenshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retiring
How has Claire Marston helped you?
Pulled all pension pots together
Have you seen the outcome you were hoping for?
Well, yes, but Donald Trump dashed that.
What could they have done better?
Nothing.
Review
by a verified client in Aberdeenshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor retired and passed his clients on to AAB
How has Claire Marston helped you?
Pension and inheritance advice
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Pass