Martyn Paterson

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

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

I sold my shareholding in my business and thus needed to invest the proceeds for my retirement.

How has Martyn Paterson helped you?

Martyn has dispersed the sale proceeds across a range on investment portfolios which will earn additional income to supplement my earnings through to old age.

Have you seen the outcome you were hoping for?

Yes the outcome is favourable against the projected numbers used on the software programmer that predicts investment growth across the portfolio.

What could they have done better?

Try as hard as I can but i cant suggest any improvements, Martyn explains what service you can expect from the onset, and then sets about delivering that service. He is attentive and approachable and has helped me in all instances.

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

Kilkee, our former advisors were taken over by AAB

How has Martyn Paterson helped you?

Generally- I talk to him before making financial decisions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Initial transfer

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

Pension advice and financial investment

How has Martyn Paterson helped you?

Financial risk management, investment advice and management

Have you seen the outcome you were hoping for?

Yes delivery everything I asked for and was expecting

What could they have done better?

Nothing in my opinion

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

General need for financial planning advice

How has Martyn Paterson helped you?

Excellent general advice and especially around issues related to NHS pension and recent complexity around the Macleod remedy including referral to colleagues within AAB for specific tax advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Genuinely can’t think of anything