Claire's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 6 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
Review
by a verified client in Shetland
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I were in need of advice regarding planning for retirement and how best to invest our existing funds.
How has Claire Marston helped you?
Claire was able to clearly explain all the various scenarios that were available to us, allowing us to make informed decisions.
Have you seen the outcome you were hoping for?
Yes, we received all the help, advice and investment assistance we needed.
What could they have done better?
Nothing.
Review
by a verified client in Banffshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need my money to work for me and my family
How has Claire Marston helped you?
Led me through what would be useful to do to meet my needs. Very sensitive to me personally. Improved my confidence again.
Have you seen the outcome you were hoping for?
Yes although we are early in the journey but I expect the good outcome I was hoping for.
What could they have done better?
Nothing. I think Claire and the team are doing very well.
Review
by a verified client in Aberdeenshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Claire Marston helped you?
Sorted out mt finanxes and pensions
Have you seen the outcome you were hoping for?
Better than hoped for
What could they have done better?
Nothing
Review
by a verified client in Aberdeenshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was enrolled with a financial adviser previously who, upon retirement, introduced us and recommended me to transfer these services to her business
How has Claire Marston helped you?
Provided oversight of my and my wife's financial affairs, offering advice and recommendations and providing assurance and confidence in my financial future.
Have you seen the outcome you were hoping for?
Yes, my financial planning future appears to be robust and in good hands
What could they have done better?
can't specifically think of anything
Review
by a verified client in Aberdeenshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage ongoing investments and savings and plan for retirement
How has Claire Marston helped you?
Understood circumstances and needs and looked in detail at options
Have you seen the outcome you were hoping for?
Yes, so far. There are still further areas to review in more detail but plans are in place to do so.
What could they have done better?
Nothing specific I can think of