Martin Crawley-Boevey

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

I wanted to do something with spare money I had

How has Martin Crawley-Boevey helped you?

He helped ,e invest that money (something I knew nothing about) and has kept me up to date with goings on since

Have you seen the outcome you were hoping for?

Yes, I was hoping for a steady increase in what I had and that's what I have got

What could they have done better?

Nothing

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

Pension advice

How has Martin Crawley-Boevey helped you?

I’m running my own business so don’t have a lot of bandwidth for financial planning. Martin efficiently helps me to stay on track with opportunities and changing legislation to achieve my longer term goals

Have you seen the outcome you were hoping for?

Broadly yes - although we aren’t done yet

What could they have done better?

Can’t think of anything specific

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

Pensions advice

How has Martin Crawley-Boevey helped you?

Investment advice and planning

Have you seen the outcome you were hoping for?

Yes

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

Retirement planning

How has Martin Crawley-Boevey helped you?

Introduction to quilter Cheviot General financial planning

Have you seen the outcome you were hoping for?

Overall yes

What could they have done better?

Very little over last two years

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

have been with PK for many years

How has Martin Crawley-Boevey helped you?

kept us on track with pension plus investment on a regular basis

Have you seen the outcome you were hoping for?

is ongoing

What could they have done better?

nothing