Reviewed for
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 4 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Client reviews
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in Aberdeenshire
What were the circumstances that caused you to initially look for an adviser?
Received an inheritance
How has Claire Marston helped you?
Claire has taken the time to get to know me, she has listened to my thoughts on my future and provided me with options and allowed me to make considered choices
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
First impression from a user who is not yet a client
January, 2024
Overall
Please provide a brief comment about your experience with Claire
Claire has been very helpful from the start. As someone who knew very little about investments and pensions, Claire has helped me along the way, while being very informative and patient. I look forward to working with her and her team in the future.
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Aberdeenshire
What were the circumstances that caused you to initially look for an adviser?
Multiple pensions
How has Claire Marston helped you?
Clear and insightful descriptions of the various stages and nuances throughout the process, regular updates, availability and openness to assist and advise when required.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Claire's reply
Hi Alex Thank you. I really appreciate you taking the time to leave a review and for the lovely feedback. Best wishes Claire
First impression from a user who is not yet a client
December, 2023
Overall
Please provide a brief comment about your experience with Claire
Very clear in delivering information, always open to explaining any questions.
Claire's reply
Hi Graham Thank you very much for taking the time to leave a review. I really appreciate it. Best wishes Claire
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Aberdeenshire
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Aberdeenshire
What were the circumstances that caused you to initially look for an adviser?
I was wanting to combine my 3 individual pensions together, also to join with my wife's pension and investments so we could start planning for retirement
How has Claire Marston helped you?
I really did not have a clue about pensions and how they were used and if we had enough. Claire explained everything very clearly and gave me the confidence to know what I wanted to do with my pension and savings.
Have you seen the outcome you were hoping for?
Yes very much so and all very smooth.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Aberdeenshire
What were the circumstances that caused you to initially look for an adviser?
As i am approaching the retirement age, I needed to look at financial plans for a stress free retirement.
Have you seen the outcome you were hoping for?
So far we are in the process of setting up the plans to go forward and it is running smoohly.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Aberdeenshire
What were the circumstances that caused you to initially look for an adviser?
Recently retired and decided to get my finances in shape and simplified for retirement.
Have you seen the outcome you were hoping for?
Too early to tell as we have just started with Claire and AAB however so far the interactions with Claire, the modelling done and advise provided are all very positive.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Aberdeenshire
What were the circumstances that caused you to initially look for an adviser?
Transfer a final salary company pension into a private pension fund.
Have you seen the outcome you were hoping for?
Currently the growth on the pension fund is slow but reasonably steady.
Claire's reply
Hi Frank Thank you very much for the lovely review! I hope you and Astrid are well and look forward to catching up with you both soon. Best wishes Claire
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Aberdeenshire
What were the circumstances that caused you to initially look for an adviser?
The SIPP pension fund was set up by my husband who passed away in 2021. I inherited his business assets and occasionally draw down on the pension fund.
How has Claire Marston helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Aberdeenshire
What were the circumstances that caused you to initially look for an adviser?
Going into retirement I needed advice on the best things for me to invest, given my personal risk aversion.
Have you seen the outcome you were hoping for?
My financial situation is not particularly problematic therefore the outcome was not surprising to me.
Claire's reply
Hi Tom Thank you very much for taking the time to complete the survey and leaving such a lovely review. I really appreciate it. If there is anything I and AAB Wealth can to do help you feel as if you are getting more value out of the ongoing service, please do let me know. Thank you again and best wishes Claire