Ray's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 4 )
Pensions ( 93 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 78 )
Investments and Savings ( 126 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 40 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 37 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 50 )
£200k - £500k ( 12 )
£100k - £200k ( 8 )
Up to £50k ( 4 )
£50k - 100k ( 2 )
Review
by a verified client in Surrey
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for pension advice and planning going forward
How has Ray Martin helped you?
Ray has helped me with all my pension issues and planning for my future
Have you seen the outcome you were hoping for?
I have been very pleased with the outcome so far
Review
by a verified client in Surrey
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed our pension fund managed
How has Ray Martin helped you?
Excellent planning and advice. Selection of funds to invest in
Have you seen the outcome you were hoping for?
Yes, even more so.
What could they have done better?
Nothing.
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?
We wanted advice on long term financial planning so we could retire when we wanted to
How has Ray Martin helped you?
With thoughtful advice.
Have you seen the outcome you were hoping for?
Yes, I'm retiring age 60 and my husband will be able to retire earlier than planned.
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?
Moving from employer with Pensions & benefits to a SME and so a need to set up a secure personal pension / savings
How has Ray Martin helped you?
Ray helped me and my partner figure out how much risk were comfortable with and made sure our investments match our long-term (savings & retirement) goals.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really. A consistently solid performance.
Review
by a verified client in London
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to have advice witih regard to looking after my late mother's financial affairs and Ray was the adviser I first met. Then I required advice for my own affairs and naturally went to him.
How has Ray Martin helped you?
Keeping me solvent.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing really.