Emma

Hello, my name’s Emma Ashcroft. I have been a client of Murray Paterson for almost four years now, and Craig Paterson is my financial adviser.

I went through a divorce and found myself needing advice and support with my new financial situation, and pension advice. I decided to pop into Murray Paterson. They were very welcoming, very friendly, and they were able to provide advice and support.

When I first sat down with Craig Paterson, my questions were around what the best route was in terms of securing my future financially, so I was looking at my employment and pensions, and he was able to help me project when I might retire, what my financial future could look like, and the best possible outcomes. He was able to provide different scenarios for how my financial situation could unfold. So, he was there to guide and support me through that because I didn’t have experience dealing with pensions and savings.

I heard about Murray Paterson because they’re a local business, and I knew them as a family business that had been there for a very long time, so it was very easy for me to pop in and speak to them, and I was reassured when I did.

Craig was very welcoming and understanding when he was listening to my situation and was able to support me and my issues.

Working with Craig and Murray Paterson makes me feel reassured, more financially confident, and it puts me at ease about the future.

Since I’ve been working with Craig, I feel more positive about my financial future. I feel like it’s secure and I’m reassured that if I have any issues or problems, I know who to speak to.

Three words I would use to describe Craig are approachable, relatable, and supportive.

One of the best things about working with Craig and Murray Paterson is the ability to speak to them at any time, the speed at which they respond, and their personalised approach.

The most valuable piece of advice Craig has given me so far is the planning for my retirement, and his ability to show me projections of what my retirement may look like, which has been very reassuring.

I would recommend Craig and Murray Paterson, because they are a family firm who put their clients first. They’re very personable, they have a person-centred approach, and provide a bespoke service for each client.