425 reviews | 6 verified advisers
Review for Martin Johnston
What could they have done better?
Nothing from our perspective.
What were the circumstances that caused you to initially look for a financial adviser?
We have been connected to Martin and the Financial Company he works for over 25 years. It started out as I worked for a local Charity and this company offered the pension infrastructure. And we have seen no reason to change the relationship with Martin or the Company. I now work for a national Charity and Martin has advised us throughout that time.
How has Martin helped you?
Martin has made my wife and I more savvy to the importance of financial planning for our retirement. The company were also significant in advising us very early on to take out a level of critical illness cover, that was an absolute God send to us given the change to my personal circumstances. Advising us clearly on combining pensions into one investment portfolio and the power of salary sacrifice! Not sure we would be in the position we are in when we get to retirement in a couple of years without Martin's guidance.
Have you seen the outcome you were hoping for?
Absolutely and then some. Martin's straightforward, pragmatic approach and the type of direct questions he ask, really work for Sue and I. We have confidence in Martin and believe that he really is looking out for us to achieve the best we can financially for our retirement. And we like him...
Review for Daniel Ames
What could they have done better?
I can’t think of anything at the moment.
What were the circumstances that caused you to initially look for a financial adviser?
Business Continuity following a seem less, gradual and well planned handover from previous Pension Advisor from AmberRiver HDS
How has Daniel helped you?
Clear, consistent, timely and accurate information, advice and guidance.
Have you seen the outcome you were hoping for?
Continual sustainable results from a well managed fund
Review for Daniel Ames
What could they have done better?
I am happy with service and options provided.
What were the circumstances that caused you to initially look for a financial adviser?
My employer provided the service
How has Daniel helped you?
Provided pension advice.
Have you seen the outcome you were hoping for?
Yes
Review for Daniel Ames
What were the circumstances that caused you to initially look for a financial adviser?
Saving for retirement
How has Daniel helped you?
With advice
Have you seen the outcome you were hoping for?
Yes
Review for Daniel Ames
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I have been with this company for many years and they have looked after my pension very well
How has Daniel helped you?
Dan has always been constructive and gives good guidance
Have you seen the outcome you were hoping for?
Yes
