Martyn Ford

Martyn Ford

Charterman Wealth Management Limited

Martyn's reviews

Reviewed for

Insurance and Protection ( 2 )

Pensions ( 10 )

Retirement income (annuities, drawdown) ( 4 )

Investments and Savings ( 15 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 5 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 12 )

Financial Mentoring ( 6 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 2 )

£100k - £200k ( 1 )

£50k - 100k ( 2 )

Up to £50k ( 2 )

Review

by a verified client in Surrey

a month ago

Overall

Advice

Service

Value

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

We needed to get a private pension sorted for our future

How has Martyn Ford helped you?

Initially we had a video call to chat through what it was we were after and Martyn explained what the different types of pensions there where and which might be best for us.

Have you seen the outcome you were hoping for?

We have now both started up a suitable private pension

What could they have done better?

A follow up consultation would have been good after the set up, so we could go through some other questions.

Review

by a verified client in West Sussex

a month ago

Overall

Advice

Service

Value

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

A need for later life planning and to understand the legal position and options.

How has Martyn Ford helped you?

Martyn really listened to what the issues were and gave clear advice on plain English.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. His service was exceptional.

Review

by a verified client in London

a month ago

Overall

Advice

Service

Value

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

I had some inheritance I wanted to invest for long term griwth

How has Martyn Ford helped you?

He has advised me on what ISAs to invest in long term as well as how to handle my money I want access to in the short run for things such as property.

Have you seen the outcome you were hoping for?

So far, yes, I feel confident about everything.

Review

by a verified client in Kent

2 months ago

Overall

Advice

Service

Value

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

To facilitate the transfer of my Defined Benefit Company Pension to a Self Invested Personal Pension.

How has Martyn Ford helped you?

Martyn has been providing me with ongoing investment advise.

Have you seen the outcome you were hoping for?

I have.

What could they have done better?

Not applicable in my case.

Review

by a verified client in Somerset

2 months ago

Overall

Advice

Service

Value

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

Martyn was assigned to me by my pension adviser.

How has Martyn Ford helped you?

He has given me advice on my pension fund.

Have you seen the outcome you were hoping for?

I am quite satisfied.

What could they have done better?

Nothing.