Ray Martin

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

Approaching retirement and needed an efficient & effective investment strategy for our savings and remaining earnings coupled with a pension strategy

How has Ray Martin helped you?

Good long term plan and investment advice. Friendly, professional & personable engagement

Have you seen the outcome you were hoping for?

So far yes.

What could they have done better?

No isdues

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

Approaching retirement age, I needed an advisor to consolidate my financial planning, review my investments, savings and pensions, with a view to securing adequate provisions for retirement.

How has Ray Martin helped you?

Ray successfully helped me to review my investments, savings and pensions and consolidate my financial planning. He enabled me to re-invest my multiple pension schemes into a single portfolio of SIP, GIA and ISAs to securing adequate provisions for my retirement. As a guide down the rocky path of planning for retirement, his pragmatic approach, willingness to explain the reasons behind the advice given in an un-hurried, clear and highly professional manner was, and still is, much appreciated. Both Ray and his staff are always on hand to help with any queries, to give advice and clarify any grey areas.

Have you seen the outcome you were hoping for?

Better thatn expected.

What could they have done better?

I can't think of anything.

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

Planning retirement

How has Ray Martin helped you?

Sound advice. Guidance on investments. Easy to talk to.

Have you seen the outcome you were hoping for?

Yes. We are on the right track as we’d hoped.

What could they have done better?

Our tax return has to be resubmitted as Ray delayed telling us that the AJBell statement on Capital Gains tax was incorrect. Earlier information would have been appreciated.

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

We were recommended to Ray by a friend

How has Ray Martin helped you?

We have prospered under Ray’s guidance.

Have you seen the outcome you were hoping for?

Yes certainly

What could they have done better?

Ray is very patient and understanding.We are completely satisfied with he and his company.

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

Previous adviser failed to deliver, needed a new adviser in my local area.

How has Ray Martin helped you?

Sorted out my retirement income.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing I can think of