What were the circumstances that caused you to initially look for an adviser?
My husband took voluntary redundancy, due to the pandemic.
I had been furloughed, flexi-furloughed and placed on the Job Support Scheme since March 2020, due to the pandemic.
Martin came highly recommended by someone who has used his services for years and continues to do so.
How has Martin Stone helped you?
I felt anxious about our finances and future and have never used a Financial Adviser. Martin took time to get to know us, understand our concerns and dreams for our future, prior to giving advice.
He never made us feel pressured to make decisions, he has always had time for us and never made us feel an inconvenience.
I have had years of workplace pension reviews, only to leave them more confused than when I went in. Martin has allowed me to understand my pension for the first time ever. I had beneficial options available to me that I never knew existed.
Have you seen the outcome you were hoping for?
Yes, I have got more out of Martin's service than I ever thought possible. I started the process scared for my future, but have ended up taking early retirement with my husband. Martin is now fondly known in our home as our Guardian Angel, he has impacted our lives, for the better.
What could they have done better?
In our opinion, nothing - Martin and Miles (Office Manager) have been a pleasure to deal with, they are fun and very approachable. If they advise a document will arrive on a certain date is does. If they advise a transaction will take place on a certain date, it does.
I now have a future to look forward to, not one to be scared of.
We can't recommend them enough - Outstanding service!