Brian's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 17 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 24 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 3 )
Review
by a verified client in Oxfordshire
14 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Considering transfer out of final salary pension scheme.
How has Brian Martin helped you?
Continued to provide regular annual reviews. Has answered queries raised both fully & promptly.
Have you seen the outcome you were hoping for?
Yes, so far.
What could they have done better?
Sometimes, follow-up written feedback from regular annual meetings has been a bit slow. I have put this down to a need for regulatory review prior to issuing.
Review
by a verified client in Buckinghamshire
18 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement of previous adviser
How has Brian Martin helped you?
See areas ticked above
Have you seen the outcome you were hoping for?
Generally, yes
Review
by a verified client in Cheshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by Hart Brown when inheriting from my mothers will
How has Brian Martin helped you?
His advice has been extremely useful and helpful
Have you seen the outcome you were hoping for?
Yes I am very satisfied with the current financial state of my savings
What could they have done better?
I don't think there is anything that could have been done better
Review
by a verified client in Surrey
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
inheritance
How has Brian Martin helped you?
financial planning
Have you seen the outcome you were hoping for?
would have liked a better return
What could they have done better?
not sure
Review
by a verified client in Surrey
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To rationalise my pension funds
How has Brian Martin helped you?
Ensured that my portfolio has performed well and made it clear advice that is easily understood.
Have you seen the outcome you were hoping for?
So far yes.
What could they have done better?
N/a