Martyn's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 1 )
Pensions ( 67 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 65 )
Investments and Savings ( 79 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 52 )
Long Term Care ( 18 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 72 )
Financial Mentoring ( 21 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 30 )
£100k - £200k ( 11 )
£50k - 100k ( 1 )
( 1 )
Up to £50k ( 3 )
Review
by a verified client in Gloucestershire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term client, initially engaged an advisor to set up private pension 35 years ago and remain with same company.
How has Martyn Norris helped you?
Valuable advice on financial planning for my retirement.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
On rare occasions reports from review meetings have been delayed.
Review
by a verified client in Berkshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed financial advice.
How has Martyn Norris helped you?
Martyn clearly and promptly explains our queries when asked.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
The production of the annual review /minutes is taking almost three months to reach us which we feel is too lengthy. We would like to see this part of your service improved.
Review
by a verified client in Gloucestershire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension investment advise needed
How has Martyn Norris helped you?
Pension drawdown advice and process
Have you seen the outcome you were hoping for?
Generally yes
What could they have done better?
Nothing comres to mind
Review
by a verified client in Gloucestershire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to invest an inheritance.
How has Martyn Norris helped you?
As an elderly investor I find it harder to concentrate for too long. I was very impressed with my last meeting as it was well paced.He concentrated on the salient points. I came away from it feeling very satisfied. He had given me plenty to think about.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Gloucestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have been with Martyn's firm for many years. Initially neede Financial planning advice
How has Martyn Norris helped you?
With all mentioned above.
Have you seen the outcome you were hoping for?
Yes - investments secure.
What could they have done better?
Cannot fault them.