What were the circumstances that caused you to initially look for an adviser?
Moving house, hence Mortgage need and my pension was not getting the best yield with former adviser

How has Martin Stone helped you?
obtained a very competitive mortgage that was flexible and met my needs, reassigned my pension to areas of investment that have proven beneficial

Have you seen the outcome you were hoping for?
yes

What could they have done better?
not sure there is anything more..I have recommended Martin to my business and the employees, he is helping them with many areas of financial advice and planning.

What were the circumstances that caused you to initially look for an adviser?
I wanted to review multiple pensions initially

How has Martin Stone helped you?
Martin grouped the appropriate pensions to an investment platform. We agreed to leave one alone as it was beneficial

Have you seen the outcome you were hoping for?
I’m more than comfortable with the result

What could they have done better?
I don’t have any reservations regarding the service I received so I don’t think he could have done anything better

What were the circumstances that caused you to initially look for an adviser?
New mortgages & review of existing pensions

How has Martin Stone helped you?
Martin found us great mortgage deals and also reviewed every pension we had. He offered great advice and we never felt under pressure to move our products

Have you seen the outcome you were hoping for?
Yes. Especially given the current climate we are happy with the results

What could they have done better?
No improvement as the service we receive is exactly what we were looking for

What were the circumstances that caused you to initially look for an adviser?
Mortgage, Insurances, Pension

How has Martin Stone helped you?
Martin has helped me with multiple mortgages, insurance and also pension plans. Each time I have received excellent advice and service, particularly most recently when needing a mortgage in some fairly difficult economic times. I find Martin and his team extremely knowledgeable , responsive and helpful. I wouldn't use anybody else for financial services I require in the future.

Have you seen the outcome you were hoping for?
Yes, very pleased with all outcomes.

What could they have done better?
Nothing

What were the circumstances that caused you to initially look for an adviser?
We needed help to find a suitable mortgage and help us plan for our retirement

How has Martin Stone helped you?
He has been able to find us suitable mortgages, insurance and advise/manage our retirement planning

Have you seen the outcome you were hoping for?
Absolutely

What could they have done better?
Honestly don't think he could have done anything better