Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 5 )

Pensions ( 10 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 10 )

Pension Transfers - Non Specialist ( 2 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Reviewers' assets

£200k - £500k ( 3 )

Up to £50k ( 10 )

Client reviews

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

First impression from a user who is not yet a client

September, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Nicholas

Very helpful - listened to my questions and gave considered answers

Review from verified client

July, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for an adviser?

Pension advice

Have you seen the outcome you were hoping for?

Yes

How has Nicholas Martin helped you?

Yes

What could they have done better?

Not sure

Review from verified client

June, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I was about to retire and wanted advice about investment - making the most out of savings

Have you seen the outcome you were hoping for?

Early days but indications are good

How has Nicholas Martin helped you?

Nick listened well, considered my situation carefully and clearly explained all options

What could they have done better?

I can’t think of anything

Nicholas's reply

Hello Martin, Thank you very much for taking the time to leave a review of your experiences. I am pleased to have been able to help. Best wishes, Nick

Review from verified client

June, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I needed advice on investing some money and also advice on how to manage teachers' pension.

Have you seen the outcome you were hoping for?

Yes

How has Nicholas Martin helped you?

He explained very patiently the options available and more importantly, he had good knowledge of teachers' pensions.

Nicholas's reply

Hi Malvina, Thank you very much for taking the time to leave a review. I am glad to have been of help. Nick

Review from verified client

June, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Help consolidating finances from various sources and reliable financial advice

Have you seen the outcome you were hoping for?

Yes

How has Nicholas Martin helped you?

Informed and reliable advice given in a helpful and friendly manner. Generally helpful in explaining financial terms

What could they have done better?

Nothing to my knowledge

Nicholas's reply

Hi Estelle, Thank you for your review - I am pleased to have been able to help. Nick

Review from verified client

June, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

My previous investment advice and management had been poor. That company were uninterested in my situation and my needs.

Have you seen the outcome you were hoping for?

Certainly.

How has Nicholas Martin helped you?

Nicholas is calm and professional. He listens carefully to me when I explain my approach to saving. A thoughtful and understanding advisor, he inspires complete confidence and explains everything clearly.

What could they have done better?

Nothing

Nicholas's reply

Hello Sue, Thank you very much for your kind words - I am pleased that you have found this to be such a positive experience. Nick

Review from verified client

June, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Retirement

Have you seen the outcome you were hoping for?

Definitely

How has Nicholas Martin helped you?

Excellent financial advice

What could they have done better?

Not alot

Nicholas's reply

Hi Gordon, I am pleased that you have found this to be such a positive experience. Best wishes, Nick

Review from verified client

June, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

To maximise savings

Have you seen the outcome you were hoping for?

yes

How has Nicholas Martin helped you?

Good advise

What could they have done better?

Tea and cakes at consultation:-)

Nicholas's reply

Hi Bob, Thank you for taking the time to leave a review - cake is an excellent idea! Nick

Review from verified client

September, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I wanted unbiased advice on how to prepare for retiring with a view to pensions and investments

How has Nicholas Martin helped you?

He listened to what i was trying to achieve and came up with options which were explained well to a someone who knows nothing about finances.

Have you seen the outcome you were hoping for?

I am in the early stages

Review from verified client

April, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I had several pensions from old jobs that were costing admin fees and not working hard for me. Nick was the right choice for this.

How has Nicholas Martin helped you?

Nick listened carefully, he asked questions and discussed various things relating to what I wanted from him to get the best out of these old Pensions.

Have you seen the outcome you were hoping for?

More than I could have hoped for. Nick certainly knows his Market and has delivered on every level.

What could they have done better?

Having carefully considered this, I genuinely cannot think He could have improved on the Service provided. I would without doubt recommend Nick time and time again.

Nicholas's reply

Hi Mark, Thank you very much for the kind words - I am very pleased that I have been able to help you achieve your goals! Nick

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Nicholas

Nicholas was clear and concise and easy to understand.

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Nicholas

Very polite and quickly understood what l was trying to achieve.

First impression from a user who is not yet a client

August, 2020

Overall

Please provide a brief comment about your experience with Nicholas

He provided full and pertinent information during our initial meeting, which ran well over the allotted hour. He explained everything carefully and patiently in a professional manner

First impression from a user who is not yet a client

September, 2019

Overall

Please provide a brief comment about your experience with Nicholas

He was dealing with my Father who is elderly and has very poor eyesight. Nicholas was sensitive my Father's conditions and my Father seemed keen to work with him moving forward.

First impression from a user who is not yet a client

February, 2019

Overall

Please provide a brief comment about your experience with Nicholas

Great service

First impression from a user who is not yet a client

June, 2018

Overall

Please provide a brief comment about your experience with Nicholas

Very pleasant meeting

First impression from a user who is not yet a client

July, 2017

Overall

Please provide a brief comment about your experience with Nicholas

Nicholas is very knowledgeable and helpful. Sound financial advice.

First impression from a user who is not yet a client

July, 2017

Overall

Please provide a brief comment about your experience with Nicholas

Great! Very knowledgeable.

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Nicholas

A charming softly spoken young man who arrived punctually. He went through things in an unhurried manner and was very patient when I failed to understand certain points.

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Nicholas

Nicholas was very personable and professional.

First impression from a user who is not yet a client

December, 2016

Overall

Please provide a brief comment about your experience with Nicholas

Nicholas was clearly an expert in his line of work and we await his feedback.

First impression from a user who is not yet a client

November, 2016

Overall

Please provide a brief comment about your experience with Nicholas

Professional, clear and easy-going.

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Nicholas

Had first meeting went very well,just signed consent forms so he can verify my pension pots waiting to hear to make another meeting.

First impression from a user who is not yet a client

June, 2016

Overall

Please provide a brief comment about your experience with Nicholas

Nicholas gave a very clear assessment of my IHT liability. Apart from a related CGT issue which so far has yet to be fully quantified, I now know where I stand and what I need to do to reduce this potential burden on my family - exactly what I was looking for !

First impression from a user who is not yet a client

May, 2016

Overall

Please provide a brief comment about your experience with Nicholas

A telephone call was the only thing that was needed, for me to understand the best thing to do regarding a 5k loan for a car and my 6 small pensions. I really appreciated what Nick said. He wasn't thinking "how can I (Nick) benefit from this" he was actually telling me, how I would best benefit, especially after retirement. Charges weren't discussed as the telephone call was sufficient.

First impression from a user who is not yet a client

October, 2015

Overall

Please provide a brief comment about your experience with Nicholas

The initial visit went very well. Nicholas took down a lot of information and is due to feedback to us about his recommendations in the next few days. I can then comment on his services in more detail. Peter

First impression from a user who is not yet a client

May, 2015

Overall

Please provide a brief comment about your experience with Nicholas

Nicholas was professional & clearly knew what he was talking about. He wasn't at all pushy & explained everything thoroughly. We were very pleased with the advice given & would not hesitate to recommend Nicholas's services.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Kent

How has Nicholas Martin helped you?

Nicholas was very friendly and inviting. I found that Nicholas quickly got on top of the situation through his understanding and knowledge. We discussed all the financial avenues and I was given all the options that were open to me analysing each solution to fit my needs not just for now but for the future. I was advised on investments, savings, earnings and prospects that suited my needs. I found the meeting fully understandable and had a clear vision for my future. I was very happy with the meeting and the outcome which I never really thought about prior to the meeting but when it was all explained it made perfect sense. Since the meeting Nicholas has kept me fully informed of any situations or any changes that I would wish to know about as well as helpful information that I may wish to know about.

What could they have done better?

Not really sure if it could have been improved maybe some more advertising as regards location and full services, but I had no trouble getting in touch and finding the location.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Kent

How has Nicholas Martin helped you?

Personable and very efficient. An excellent job done

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Kent

How has Nicholas Martin helped you?

For me, trustworthiness is probably the most important aspect when considering a financial advisor and as I know Nick from church and have got to know him I knew I would be able to trust him. I felt I had a good handle on my finances but he assisted me and his knowledge is excellent. There were plenty of things I did not know so my payment to Nick will be covered by the benefits of the changes made. He is efficient and carries out duties quickly whilst gently prompting you to the tasks you have to do - in my case writing a will which I had put on the back burner. As someone who wishes to live simply on investments made in the past Nick was very well placed to say what was achievable and his research was thorough.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Nicholas

Considering the session I had with Nick was free of charge he was very conscientious, and went into far more detail than I expected. Very impressed so far

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Nicholas

Very approachable. Did a thorough fact find of my financial situation. I didn't feel like I was being "sold to" which was very refreshing.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Nicholas Martin helped you?

Very thorough and competent. Ensures all the loose ends are sorted out. It was a relief to hand over the responsibility for all the admin to someone else.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Nicholas Martin helped you?

Nick is very approachable. He listens and gives clear advise and guidance. He explains anything that is unclear and makes sure you understand everything. I would be happy to use his services again.

What could they have done better?

The bow tie in his picture did put me off slightly. I was worried he might be too posh to help me with my simple enquiry. I should not have worried as he was very pleasent and friendly and easy to talk to. I only put poor as Value For Money as I don't know what he earned as fees and commission.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Nicholas Martin helped you?

Really friendly, non-pushy gentle approach to the advice given. Nick came across as completely impartial and offered advice / explained all the points very coherently and clearly - particularly considering neither myself nor my partner are very financially minded!

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Nicholas Martin helped you?

Nicholas provided me with sound practical advice and explained the intricacies of Life Insurance in terms that I found easy to understand.

What could they have done better?

Offer cheaper products, other than that Nicholas fulfilled all my requirements.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Nicholas Martin helped you?

I feel very fortunate to have chosen Nicholas Martin to help and advise us, with regards to our financial affairs. He is very thorough, patient and always in touch regarding updates, changes and further services which may benefit us and our needs. He has a very professional and friendly approach and I would recommend his services most highly.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Nicholas

Detailed information in a clear understandable format. Easy to contact and easy to talk to. I would use his services again.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Nicholas

Nick has been great - he really listened to my situation and I feel like he is working for us as a family - as oppose to us just as a client. We're really excited to work with him and for him to help us make big steps in our family goals.

First impression from a user who is not yet a client

August, 2014

Overall

Please provide a brief comment about your experience with Nicholas

Nicholas is professional and conscientious, and kindly mannered. i personally found the charges a little unclear at the outset, but we are getting there. i have accepted his services.

First impression from a user who is not yet a client

August, 2014

Overall

Please provide a brief comment about your experience with Nicholas

Very polite and positive advise

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Kent

How has Nicholas Martin helped you?

Nicholas Marin is easy to talk to and has done thorough research to recommend the best quotes for our current and future financial situation.

What could they have done better?

All fine.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Kent

How has Nicholas Martin helped you?

Nick was clear and concise and understood exactly what was asked of him. He fulfilled his role to my entire satisfaction.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Outside UK

How has Nicholas Martin helped you?

He communicates very well, and is clear honest and realistic.

What could they have done better?

He could be more aggressive.