Carl Melvin

Please provide a brief comment about your experience with Carl

Carl was very helpful provided advice and options regarding Inheritance tax. Took time to explain and not pushy I would recommend Carl.

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

To see if my finances could be better arranged

How has Carl Melvin helped you?

Recommended paying more into my pension and how to potentially pay less tax

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

Pension planning / Lifesyle Review

How has Carl Melvin helped you?

Very helpful in handling dynamic projections, clear modelling and advice on lifestyle Planning.

Have you seen the outcome you were hoping for?

Yes - excellent clear advice, dynamic plan. Ideal

What could they have done better?

N/a

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

Retirement

How has Carl Melvin helped you?

Carl gave me professional and friendly advice that was very helpful to me and put my mind at ease regarding my retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Carl

I needed somewhat broad advice about a few things to do with my finances. I visited the Bridge of Weir branch today and Carl called me at home, a couple of hours later. In conclusion, I do not need Carl's services at the moment, but he spent considerable time explaining many of my queries. I'm very grateful. Thank you ?