Brian Martin

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

Inheritance acquisition

How has Brian Martin helped you?

By steering us towards safe investment

Have you seen the outcome you were hoping for?

yes

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

Considering transfer out of final salary pension scheme.

How has Brian Martin helped you?

Continued to provide regular annual reviews. Has answered queries raised both fully & promptly.

Have you seen the outcome you were hoping for?

Yes, so far.

What could they have done better?

Sometimes, follow-up written feedback from regular annual meetings has been a bit slow. I have put this down to a need for regulatory review prior to issuing.

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

Retirement of previous adviser

How has Brian Martin helped you?

See areas ticked above

Have you seen the outcome you were hoping for?

Generally, yes

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

Recommended by Hart Brown when inheriting from my mothers will

How has Brian Martin helped you?

His advice has been extremely useful and helpful

Have you seen the outcome you were hoping for?

Yes I am very satisfied with the current financial state of my savings

What could they have done better?

I don't think there is anything that could have been done better

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

inheritance

How has Brian Martin helped you?

financial planning

Have you seen the outcome you were hoping for?

would have liked a better return

What could they have done better?

not sure