James Marston

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

Initially inheriting some money - change I of personal circumstances and no longer working

How has James Marston helped you?

Invested and moved pensions and savings and general advice

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?

.

How has James Marston helped you?

Advice

Have you seen the outcome you were hoping for?

Y

What could they have done better?

Nothing

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

Inheritance investment and NHS pension advice

How has James Marston helped you?

Advised on pension and connected me with specialists who have dealt with the issues. Advised on investments, set up investment accounts. Advised on income protection.

Have you seen the outcome you were hoping for?

Yes

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

Investment of inheritance

How has James Marston helped you?

Investments in stocks and shares, pension estimates

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with James

James kindly agreed to speak at a meeting for our Warrington Non Principals Group. He covered topics relevant to all medics in our group, and was an engaging and interesting speaker. Thank you so much.