Martin's reviews
Reviewed for
Insurance and Protection ( 8 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 10 )
Auto Enrolment ( 1 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 8 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 17 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Cambridgeshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were unhappy with our previous financial adviser, and Martin Jackson was highly recommended
How has Martin Jackson helped you?
Martin has helped to transfer our existing pensions into 7iM, and has given us financial advice for our retirement
Have you seen the outcome you were hoping for?
Not yet, it's still early days but we are very confident we will get the outcome we wanted.
What could they have done better?
Nothing
Martin:
Thank you Marion, I appreciate you taking the time to write a review and I've really enjoyed working with you even over this short time.Review
by a verified client in Cambridgeshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are both at an age where we are considering the next chapter in our lives. Money worries and anxiety over not knowing current laws with regards to just how we can manage our finances.
How has Martin Jackson helped you?
Martin, has spoken with and arranged our mixed up personal pensions to one easy to understand system that makes sense.
Have you seen the outcome you were hoping for?
Yes definitely, the outcome was far greater than we imagined.
What could they have done better?
Nothing at the moment we are really happy with our current plans and situation.
Martin:
Thank you Richard, while it's early days I've really enjoyed working with you and getting to know you and your family.Review
by a verified client in Cambridgeshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an advisor to guide me through my various investments and explain my tax liabilities.
How has Martin Jackson helped you?
Provided expert advice in a friendly yet professional manner. Was able to explain in detail the best way for me to deal with my financial situation.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All aspects met with my expectations. Fully satisfied.
Martin:
Thank you for the review, Antony. It was lovely to meet you both.Review
by a verified client in Suffolk
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had both recently retired and needed advice on the investment of our pension funds and savings
How has Martin Jackson helped you?
Martin provided us with very sound advice based on our investment risk criteria. He is always readily available should we have any questions or concerns.
Have you seen the outcome you were hoping for?
We are very happy with the outcomes from Martin's advice
What could they have done better?
We are very satisfied with Martin's advice and have no criticisms at all of his service
Martin:
Thank you Graham, I really enjoy working with Ness and yourself - I appreciate you taking the time to write the review.Review
by a verified client in Ayrshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband passed away.
How has Martin Jackson helped you?
I needed help to understand my financial position and the best way to provide for my future financial security. He has listened to my requirements and concerns, proposed ways forward, explaining his reasoning and then put the plans into action in a timely manner with regular reviews.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am very satisfied with everything that Martin Jackson has done for me.
Martin:
Thank you Helen, it's been so nice working with you over the years and seeing how your life has changed, it's a shame I was never able to meet Peter. To me you still have the front garden with the best view by far!