Martin's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 19 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 32 )
Inheritance Planning ( 12 )
Long Term Care ( 2 )
Financial Planning ( 20 )
Financial Mentoring ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 6 )
£100k - £200k ( 1 )
Review
by a verified client in Essex
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for financial advice on inheritance tax investment
How has Martin Turbin helped you?
Being apprehensive, Martin showed great consideration and fully explained all the relevant options open to me so that I could invest with confidence
Have you seen the outcome you were hoping for?
Just in process of setting up so not received any outcome as yet
What could they have done better?
Nothing Martin is a true professional
Martin:
Thank you so much for this wonderful review. I am always delighted to hear we are getting it right.Review
by a verified client in Essex
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous advisor was more interested in himself than us
How has Martin Turbin helped you?
He speaks our language and listens to what we say
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Martin:
Thank you for your delightful review. It is very much appreciated and we are delighted that you are happy with the service we provide.Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance tax minimization and planning for the future
How has Martin Turbin helped you?
Martin has help me understand the meanings of different investment options and what implications this will have on inheritance tax
Have you seen the outcome you were hoping for?
Yes, I have definitely great outcomes and I am working towards the best outcome for my family
What could they have done better?
Nothing, everything is thoroughly explained.
Martin:
Thank you so much for this lovely review. It is greatly appreciated and good to know we are providing a service of such value,Repeat review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Turbin helped you since your last review?
Martin has monitored our investments assiduously. We have an annual 'AGM' in which Martin analyses the performance of our investment and recommends any changes that he would like us to make.
Martin:
Thank you so much for your positive review. It is very reassuring to receive such strong endorsement from long standing clients and I greatly appreciate it.Repeat review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Turbin helped you since your last review?
We have met at least twice since the last review, in line with our original plan. These meetings involved reviewing investments, IHT considerations and reallocating certain funds.
Martin:
Thank you very much for this wonderful review. It is very reassuring to read such positive feedback and we will strive to maintain our service to continue to deserve it.