Brian Martin

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

Company scheme many years ago

How has Brian Martin helped you?

Our trusted and complete financial adviser

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I am aware of

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

My husband's passing

How has Brian Martin helped you?

By being understanding of my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not really

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

Too specialist and too many wrinkles surrounding it all to be confident of a good outcome if we had tried to do it alone

How has Brian Martin helped you?

Set up our pension platforms, investment, commutations and drawdowns

Have you seen the outcome you were hoping for?

Broadly 'yes'

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

Due to my needing expert advice to manage my portfolio to aim to maximise its benefits.

How has Brian Martin helped you?

I have had consistent positive results following Brian's advice.

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 Brian

He has not contacted me.