Martin Binyon

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

Merging of disparate pensions and general advice

How has Martin Binyon helped you?

Martin helped simplify the process of merging pensions and had provided sound advice in other matters

Have you seen the outcome you were hoping for?

Yes

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

I felt that our financial position was becoming more complex and that we would benefit from the best advice.

How has Martin Binyon helped you?

Martin has helped us to consolidate a number of pensions, invest and plan for the future.

Have you seen the outcome you were hoping for?

Yes. Our financial position is easier to understand and navigate, with a clear plan.

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

Ensuring I am saving appropriately and effectively for the future and retirement

How has Martin Binyon helped you?

Helped me re-allocated my pension investment strategy and support me on complicated terms of student loan re-payments

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?

Help managing pensions and investments and projecting retirement income

How has Martin Binyon helped you?

Martin has helped ensure my pensions are in the right funds and has been great at giving me visibility of likely scenarios when I retire.

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?

Seeking pension advice and options for my final salary scheme and also my defined benefit scheme

How has Martin Binyon helped you?

Martin has provided excellent guidance and knowledge of the various pension options available to me and helped transfer the funds in order to increase their capital growth. Having been made redundant I was able to take advantage of the redundancy package following advice from Martin and I'm now looking at taking an early retirement income from the pension plan put in place. He's also been very helpful showing future projections and also inheritance planning options as well. I don't consider myself to be demanding, but Martin has always been prompt and reliable when I contact him for ad hoc advice ie in excess of the usual reviews we schedule. Many thanks Martin

Have you seen the outcome you were hoping for?

Yes - outcomes have been as expected and planned for