In one word, enormously. He has listened to what I had to say, took the time to understand what my initial financial position was, understood the financial goals that I had set for myself in retirement and from time to time helped me to understand how and where I was on the trajectory of achieving such goals.
We knew the importance of planning for the future and not leaving things to chance - so wanted high quality and person-centred advice.
Martin and his colleagues combine expertise with a very human touch. He has worked with my extended family for decades and brings a wealth of experience, sensitivity and care.
We’ve already seen the wisdom of Martin’s advice and know we are in safe hands from the quality of reporting and explanation we receive. Investments are healthy and absolutely in line with what we wanted and needed.
Martin has always provided excellent advice in financial planning, my pension options to maximise returns and meet my financial goals.