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 ( 26 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 27 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 18 )
£100k - £200k ( 20 )
£50k - 100k ( 7 )
Up to £50k ( 12 )
( 2 )
Review
by a verified client in Surrey
24 days ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for someone to advise on an equity release and inheritance.
How has Martin Card helped you?
Martin met with us and discussed our concerns, came back to us promptly with solutions that we are able to put in place.
Have you seen the outcome you were hoping for?
Yes he was very helpful.
What could they have done better?
N/A
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Martin
I only had a single F2F meeting with Martin relating to the financial advice I was seeking. After a brief phone call, he was well prepared and provided the options that were available. Unfortunately due to personal circumstances we did not take up any of the options, but I would recommend Martin to any potential customers of his.
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?
Annual Reviews of our Pensions
First impression
by a VouchedFor user
3 months 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
3 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.