Claire Marston

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.

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

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

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

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

Getting finances in order and ensure that I am saving properly for the future.

How has Claire Marston helped you?

Keeps me on the right track and provide invaluable guidance.

Have you seen the outcome you were hoping for?

Yes!

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

For advise on longer term investment decisions to support my long term goals.

How has Claire Marston helped you?

Claire provided me with the confidence to make an initial step into investing and understanding my risk acceptance.

Have you seen the outcome you were hoping for?

I've since taken my first step into investing, so I would say yes.

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

Investment of lump sum on taking early retirement.

How has Claire Marston helped you?

Financial modelling to demonstrate actual and potential net monthly cash income. Also, reviewing potential impact of topping up national insurance contributions to maximise future state pension income.

Have you seen the outcome you were hoping for?

Outcome not yet confirmed at this stage but happy with progress to date.

What could they have done better?

N/A

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

I received a lump sum gift and wanted some advice about my investment options.

How has Claire Marston helped you?

Claire listened carefully and provided a detailed financial plan, taking into account my personal circumstances and goals. Claire has given me confidence and trust that my investment will be carefully monitored.

Have you seen the outcome you were hoping for?

Yes, in terms of giving me sound advice, a tailored financial plan and confidence in my advisor.

What could they have done better?

Nothing - Claire has been approachable, authentic and easy to talk to which is very important. I look forward to working with her.

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

Pension planning.

How has Claire Marston helped you?

Pension combination and drawdown strategy.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Lower cost?

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

Transferred from Geoffrey

How has Claire Marston helped you?

.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Na

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

Received an inheritance

How has Claire Marston helped you?

Claire has taken the time to get to know me, she has listened to my thoughts on my future and provided me with options and allowed me to make considered choices

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Please provide a brief comment about your experience with Claire

Claire has been very helpful from the start. As someone who knew very little about investments and pensions, Claire has helped me along the way, while being very informative and patient. I look forward to working with her and her team in the future.

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

Multiple pensions

How has Claire Marston helped you?

Clear and insightful descriptions of the various stages and nuances throughout the process, regular updates, availability and openness to assist and advise when required.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Please provide a brief comment about your experience with Claire

Very clear in delivering information, always open to explaining any questions.

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

Approaching retirement.

How is Claire helping you?

Claire has recently taken over as our personal advisor for our accounts held by AAB

Have you seen the outcome you were hoping for?

Yes.

What could they be doing better?

Nothing to note. Doing fine so far.

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

I was wanting to combine my 3 individual pensions together, also to join with my wife's pension and investments so we could start planning for retirement

How has Claire Marston helped you?

I really did not have a clue about pensions and how they were used and if we had enough. Claire explained everything very clearly and gave me the confidence to know what I wanted to do with my pension and savings.

Have you seen the outcome you were hoping for?

Yes very much so and all very smooth.

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

As i am approaching the retirement age, I needed to look at financial plans for a stress free retirement.

How is Claire helping you?

Claire has been with us from the starr and has kept us updated as to what is going on and helping us to take things forward and always available with prompt replies if we are in need of any clarification.

Have you seen the outcome you were hoping for?

So far we are in the process of setting up the plans to go forward and it is running smoohly.

What could they be doing better?

Cannot think of anything at the moment as things seem to be moving forward in the right direction and hopefully continues to do so in the future.

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

Recently retired and decided to get my finances in shape and simplified for retirement.

How is Claire helping you?

We had a quite a large and sometimes complex portfolio and Claire has been helping us make this easier to manage and understand.

Have you seen the outcome you were hoping for?

Too early to tell as we have just started with Claire and AAB however so far the interactions with Claire, the modelling done and advise provided are all very positive.

What could they be doing better?

Not a lot at this stage - communication has been excellent and response has been quick. The ideas presented make sense and hopefully this level of service continues as we progress with our relationship with AAB.

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

Transfer a final salary company pension into a private pension fund.

How is Claire helping you?

Claire has given great advise on what would be our best options in the future with financial planning.

Have you seen the outcome you were hoping for?

Currently the growth on the pension fund is slow but reasonably steady.

What could they be doing better?

I personally feel that Claire has provided us with a great service and I struggle to see what could be improved.

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

The SIPP pension fund was set up by my husband who passed away in 2021. I inherited his business assets and occasionally draw down on the pension fund.

How has Claire Marston helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Going into retirement I needed advice on the best things for me to invest, given my personal risk aversion.

How is Claire helping you?

Claire is providing reassurance that my thoughts on my particular situation are correct.

Have you seen the outcome you were hoping for?

My financial situation is not particularly problematic therefore the outcome was not surprising to me.

What could they be doing better?

From my initial and only meeting with her, there is nothing I can think of. I was impressed with her professionalism and friendliness.