What were the circumstances that caused you to initially look for an adviser? Dealing with my own investments and with approaching retirement felt I needed a professional opinion on how best to move forward. How has Barry Martin helped you? Advised me and addressed my portfolio to reduce my exposure to high risk and ensuring that a sensible plan was in place for my retirement. In the last 12 months, in which areas did you receive advice? (Tick all that apply) Financial Planning Pensions Investments and Savings Retirement income (annuities, drawdown)

How has Barry helped you since your last review? As we have got older and had some health worries he has been very reassuring. In the last 12 months, in which areas did you receive advice? (Tick all that apply) Investments and Savings Inheritance Planning Long Term Care

How has Barry helped you since your last review? Continued excellent advice and service. In the last 12 months, in which areas did you receive advice? (Tick all that apply) Retirement income (annuities, drawdown) Investments and Savings Inheritance Planning

What could they have done better? We have an excellent relationship with Barry and the best service and financial advice we could have wished for What were the circumstances that caused you to initially look for an adviser? we wanted to plan for retirement and later get advice on investments How has Barry Martin helped you? He helped us to consolidate pensions with different companies into one pension company and this has proved to be an excellent decision. After drawdown he has helped us invest wisely. Have you seen the outcome you were hoping for? In every respect In the last 12 months, in which areas did you receive advice? (Tick all that apply) Retirement income (annuities, drawdown) Investments and Savings