Martin made very simple the steps for resolving confusing pension issues.

Martin has provided me with sound financial advice over a long period. His advice is valued and has ensured that my financial investments are tailored to meet my requirements. He regularly reviews my investment portfolio to ensure they continue to perform as required, and where circumstances have changed the appropriate action has been taken to ensure they continue to meet my long term investment plans. Martin is enthusiastic and has demonstrated his high level of understanding of the financial markets.

ensures your understanding of his financial advice

I was wanting to retire and looking for support in Transferring my final Salary pension. Martin was very support in talking me through all steps that would be required and also putting me onto specialist to work with in transferring pension. Martin and pension consultant spent a lot of time ensuring I was clear with process and went through all pros and cons for doing what I wanted to do. They spend plenty of quality time with me and also was there anytime I had question. I am happy with advice and recommendations I have been given. I am still waiting on all final arrangement coming to completion but I believe this will happen in due course. I am new to this dealing with financial adviser, I do believe Martin did all that was required and really put myself and husband at ease with whole process