Neil's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Client of Neil for past20 years
How has Neil Martin helped you?
Professional and personal advice for pensions and planning
Have you seen the outcome you were hoping for?
Yes ongoing
What could they have done better?
From our perspective none
Neil:
Thank you for your kind review and for your trust over the past 20 years—it truly means a lot. It’s been a privilege to support you with your pensions and financial planning, and I’m pleased to hear that you continue to feel confident in the progress we’ve made together. Providing both professional and personal advice is always my goal, so I’m delighted that you’ve found our discussions valuable. Financial planning is an ongoing process, and I look forward to continuing to support you in achieving your long-term goals. I also appreciate that you take the time to engage with my correspondence and that you would consider recommending my services to others. If you ever have any questions or need any further guidance, please don’t hesitate to get in touch. Best regards, Neil MartinReview
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of company pensions
How has Neil Martin helped you?
Neil’s advice is first class he is very knowledgeable and totally honest in his advice
Have you seen the outcome you were hoping for?
Yes outcomes have been excellent
Neil:
Thank you for your kind words and for taking the time to share your experience. I’m really pleased to hear that you’ve found my advice valuable and that the outcomes have been excellent. Ensuring that pension transfers and retirement planning are handled with clarity and care is always my priority, so it’s great to know you’ve felt confident in the process. I also truly appreciate your comments about my approach. Providing honest, knowledgeable advice is at the heart of what I do, and I’m delighted that this has made a positive difference for you. It means a lot to hear that you would be a passionate advocate for my services. If you ever have any questions or need further guidance, please don’t hesitate to get in touch. I look forward to continuing to support you with your financial planning. Best regards, Neil MartinReview
by a verified client in Kent
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have been with the company for years
How has Neil Martin helped you?
Keeping me up todate with my pension.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
None.
Review
by a verified client in Cheshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Widowhoodyes
How has Neil Martin helped you?
Neil understood my requirements noy
Have you seen the outcome you were hoping for?
Yes understood my
What could they have done better?
Not sent me this questionnaire !!
Review
by a verified client in Cheshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had retired from self employment and needed advice to set up my pension fund
How has Neil Martin helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I am aware of