Martin Stone

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

We were looking at remortgaging to pay some inheritance due as well as refinancing and to carry out some home improvements

How has Martin Stone helped you?

I previously spoke with Martin a few years ago in relation to pensions, so knew I could trust him. Martin was exceptional with his expertise, knowledge of the Market and the current situation. Martin was able to find the best product for our needs.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing! Martin is very honest, friendly and always puts the customer at the heart of everything he does.

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

Early retirement from full time careers

How has Martin Stone helped you?

Structured our finances to ensure a regular income, and maximised investments

Have you seen the outcome you were hoping for?

Yes. Have total peace of mind.

What could they have done better?

Nothing

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

Retirement Planning

How has Martin Stone helped you?

Martin is knowledgeable, thorough and always gives sound and sensible advice based on our circumstances but with the ability to adapt structures if appropriate.

Have you seen the outcome you were hoping for?

Martin is supporting us with ongoing financial planning and his advice has remained appropriate throughout

What could they have done better?

Nothing

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

Advice required regarding pensions , buy to let mortgages and main resident mortgage. Also to plan for future retirement

How has Martin Stone helped you?

Martin has offered great advice and reviewed all of our finances to ensure we have the right products in place He has also offered a lot of support and assistance with the recent passing of my father

Have you seen the outcome you were hoping for?

Yes - pensions are increasing in value and liabilities are reducing

What could they have done better?

Nothing.

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

Purchasing my first property

How has Martin Stone helped you?

Martin provided excellent advice on what I would need to achieve to secure a mortgage and in time we managed to secure a low interest mortgage. Additionally provided great advice when remortgaging within the cost of living crises.

Have you seen the outcome you were hoping for?

Yes, I secured my first mortgage and successfully remortgaged this year.