Marta's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 25 )
Auto Enrolment ( 1 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 23 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 42 )
Financial Mentoring ( 8 )
Financial Coaching ( 1 )
( 5 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 11 )
£100k - £200k ( 11 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in Hampshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt that I needed help to consolidate my various investments.
How has Marta Daniel helped you?
Marta has helped me to keep enough money coming in to be comfortable and to enjoy my holidays with no money worries.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review
by a verified client in Dorset
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing retirement gratuities.
How has Marta Daniel helped you?
general advice on our investment portfolio.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
nothing, more than happy with the advice
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have had a financial adviser for many years and Marta for 6 years
How has Marta Daniel helped you?
Marta is an excellent adviser, sensitive, intelligent and a responsive to our particular needs
Have you seen the outcome you were hoping for?
Yes. Very good recent advice which we have followed up
What could they have done better?
Nothing
Review
by a verified client in Isle of Wight
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a professional service to ensure financial savings and planning for family members to suit their needs and support through extended education and beyond. Plan for retirement needs and have a personal meet with a financial professional who can explain and discuss options able to suit our needs.
How has Marta Daniel helped you?
Planning to support child finances. An opportunity to help with financial savings. Recommend services to help look at investment opportunities. Help look and plan for retirement needs re costs. Look at how to support family with inheritance and costs.
Have you seen the outcome you were hoping for?
Marta has given us understanding and helped us with planning financial needs for our family’s future.
What could they have done better?
Marta has given us options to consider over many years. She has visited our home and made regular contact to help keep our finances current and on trend with changing regulations and expectations as financial markets and taxes move and change. She gives us clarity and peace of mind.
Review
by a verified client in Dorset
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were fortunate enough to have some savings and needed professional advice.
How has Marta Daniel helped you?
Helpful phone consultations. Marta explains everything clearly.
Have you seen the outcome you were hoping for?
We feel our finances have been sensibly handled.
What could they have done better?
Nothing