Martin Card

Martin Card

tba Wealth Management

Martin's reviews

Reviewed for

Insurance and Protection ( 16 )

Mortgages ( 10 )

Pensions ( 92 )

Equity Release ( 24 )

Retirement income (annuities, drawdown) ( 58 )

Auto Enrolment ( 4 )

Investments and Savings ( 66 )

Pension Transfers - Non Specialist ( 22 )

Inheritance Planning ( 25 )

Long Term Care ( 7 )

Pension Transfers - Specialist ( 18 )

Financial Planning ( 27 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 15 )

£200k - £500k ( 17 )

£100k - £200k ( 20 )

£50k - 100k ( 7 )

Up to £50k ( 12 )

( 2 )

Repeat review

by a verified client in Surrey

a month ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Martin Card helped you since your last review?

Annual Reviews of our Pensions

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Martin

Martin was very informative during our initial meeting

Martin:

Thanks for your extremely prompt review. I hope we can help you further in the future.
Review

by a verified client in London

2 months ago

Overall

Advice

Service

Value

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

Inherited money

How has Martin Card helped you?

Gave good summaries and options for now and future scenarios

Have you seen the outcome you were hoping for?

Yes. Have a trustworthy and easy to use investment resource.

Martin:

Thank you for your feedback Ann. It is very much appreciated.
Repeat review

by a verified client in Surrey

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Martin Card helped you since your last review?

Martin helped us arrange equity release 3 years ago. With his help and that of the Solicitors he put us in contact with, the process was navigated with relative ease, which was a great relief.

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Martin

Fast response. Friendly advices