Martin Beazer

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

A general spring clean of all our finances. Financial planning for the future.

How has Martin Beazer helped you?

During our years with Martin, he has consistently provided excellent advice in a range of financial areas. He has helped us with critical illness situations, investment advice (which he keeps monitoring, reviewing funds as and when required) on our behalf. His most recent involvement with us, has been to advise on pension options and retirement timescales.

Have you seen the outcome you were hoping for?

Yes on many occasions

What could they have done better?

Nothing at all.

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

The need for pension advice.

How has Martin Beazer helped you?

Martin has helped me by explaining in detail the best way to plan my retirement.

Have you seen the outcome you were hoping for?

I am very satisfied with the outcome.

What could they have done better?

Martin always gives great advice, I have no complaints.

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

Coming up to retirement several years ago there was a need to speak with a financial adviser to see what was required in terms of future proofing pensions and investments.

How has Martin Beazer helped you?

Martin had helped enormously in giving us the help needed to ensure the best outcome for our retirement.

Have you seen the outcome you were hoping for?

In a word ‘yes’

What could they have done better?

To be honest not much really as we are on the right track in our retirement.

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

Myself and my wife needed strong advice regarding our savings, and how to protect them for our retirement as well as ensuring minimal risk eg. Inheritance taxation.

How has Martin Beazer helped you?

Martin has given sound advice, Investing in the most cost effective manner to suit our specific needs. He has been able to adapt our investments as and when sutuations change, such as taxation changes and stock market volatility. He is always friendly and approachable and sympathetic to our needs.

Have you seen the outcome you were hoping for?

Very much so.

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

I have known Martin for over 10 years but initially looked to him for advice due a lack activity from my previous advisor, since then Martin has always been proactive and supportive.

How has Martin Beazer helped you?

As well as day to day insurance and saving advice Martin helped me extricate myself from a final salary pension scheme and move funds into a managed portfolio giving me far more flexibility for the future.

Have you seen the outcome you were hoping for?

Yes, my funds have shown exceptional growth despite not having a particularly high risk appetite.

What could they have done better?

Nothing really.