Martyn's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 103 )
Retirement income (annuities, drawdown) ( 67 )
Investments and Savings ( 76 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 29 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 27 )
Financial Planning ( 74 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 50 )
£200k - £500k ( 27 )
£100k - £200k ( 5 )
£50k - 100k ( 1 )
( 2 )
Up to £50k ( 3 )
Review
by a verified client in Aberdeenshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and a need to get advice on financial planning
How has Martyn Paterson helped you?
Met with myself and my husband regularly setting out forecasts for financial planning and investment
Have you seen the outcome you were hoping for?
I believe si
What could they have done better?
No-one has a crystal ball to know what will happen jn global markets. We have received sound advice and happy with it to date.
Review
by a verified client in Moray
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For good private pension advice the pluses and minuses..” pit falls “
How has Martyn Paterson helped you?
He helped me enormously with some outstanding advice and guidance
Have you seen the outcome you were hoping for?
Definitely.. better than i anticipated
What could they have done better?
Nothing springs to mind … a more than happy with the advice and guidance that Iv been give from Martyn through the years
Review
by a verified client in Aberdeenshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lost faith in previous adviser and about to retire.
How has Martyn Paterson helped you?
Advised me and my wife on all aspects of financial planning and inheritance planning with regards to our income, pension, savings and investments.
Have you seen the outcome you were hoping for?
Yes, we have seen the outcome we were looking for.
Review
by a verified client in Aberdeenshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I need reassurance that I would be looked after if there were any life changes.
How has Martyn Paterson helped you?
He has helped by always explaining everything in simple and easy to understanding ways and gives time for questions and question is silly and always available to discuss things over.
Have you seen the outcome you were hoping for?
So far so good.
Review
by a verified client in Aberdeenshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of circumstance for me as became a company director.
How has Martyn Paterson helped you?
He clearly outlined my options and disucssed them with me clearly explaining my options including my goals.
Have you seen the outcome you were hoping for?
Yes Pension set up and plans for future investment have been discussed.
What could they have done better?
N?A