Marta Daniel

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

I was coming up to retirement and needed advise on what would be best for me and the family. Recently my wife passed away and Marta has advised on what differences this makes to my retirement decision.

How has Marta Daniel helped you?

Marta has provided information on what type of income I could expect when I retire and how I could simplify my different pension pots into a more manageable number.

Have you seen the outcome you were hoping for?

Yes, pensions pots have performed better now I have moved things around and I am aware of what to expect when i retire.

What could they have done better?

For me personally, nothing springs to mind.

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

advise on my pension

How has Marta Daniel helped you?

has given good advise

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?

Advise as to what type of investments suit my situation.

How has Marta Daniel helped you?

By monitoring my investments and being available to answer queries. Her professional advise.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I'm happy with Marta's advise.

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

To invest a substantial sum wisely

How has Marta Daniel helped you?

By investing the money successfully

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?

Early retirement and investment of lump sum.

How has Marta Daniel helped you?

Ongoing advise on current investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I am aware of.