Martyn Paterson

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

Retirement planning

How has Martyn Paterson helped you?

Clearly explained everything and provided reassurance

Have you seen the outcome you were hoping for?

Yes

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

I was aware that, historically, my pension provision was not sufficient, and as I near retirement I wanted to ensure I was receiving the most sensible and informed advice.

How has Martyn Paterson helped you?

Martyn has offered knowledgeable advise to initially rationalise several piecemeal pension pots into one portfolio. He has been proficient at understanding my aspirations towards retirement and savings, and at the same time has remained approachable and interested in my overall situation, and that of my family.

Have you seen the outcome you were hoping for?

In terms of gathering and reconciling my various pensions I can now review the overall value in one place, making it easier to interpret and manage. His advice has seen me diversify certain savings into what I hope will be a beneficial investment vehicle. At the time of writing, due to external market influences, the anticipated growth has not materialised, but this is outwith Martyn's control, and he remains calm and confident that the expected outcome will be achieved in the long-term.

What could they have done better?

I am not aware of much that could have been improved, other than the overall performance of my investments, which I am sure is a universal aspiration.

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

I was looking into the possibility of early retirement at age of 55.

How has Martyn Paterson helped you?

Martyn helped by advising the correct risk level for our investments, based on our activity plans for retirement and our attitude to risk, and by providing advice on the best time to action various pensions. He has given us the confidence that we can spend on what we want during retirement and still be financially secure.

Have you seen the outcome you were hoping for?

Yes, I retired aged 55 and have confidence that will be financially secure going forward.

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

My wife and I returned from working overseas, I was approaching retirement age, so we needed advice as to how best to invest and prepare for our final years in employment and the transition to retirement.

How has Martyn Paterson helped you?

Martyn has provided sound advice. He has carefully and thoughtfully understood our situation and financial circumstances, provided full information about various options, and has guided us in taking the decisions that will support our future financial security

Have you seen the outcome you were hoping for?

Yes, we have.

What could they have done better?

N/A

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

Multiple pensions and no clear financial strategy, or understanding of how to properly prepare for retirement.

How has Martyn Paterson helped you?

Given a clear picture of options and pros and cons of the options to allow me to make the right decision.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

Nothing comes to mind.