Martin's reviews
Reviewed for
Insurance and Protection ( 13 )
Pensions ( 50 )
Retirement income (annuities, drawdown) ( 28 )
Auto Enrolment ( 1 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 19 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 41 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 21 )
£100k - £200k ( 7 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in North Yorkshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After working and living overseas, we returned to the UK and need financial advice.
How has Martin Grundy helped you?
Over the years the relation has developed, to allow us and Martin to understand our finial goals.
Have you seen the outcome you were hoping for?
Generally yes, but its human to always want more so goals are met earlier.
Review
by a verified client in Ayrshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Martin Grundy helped you?
Excellent advice throughout
Have you seen the outcome you were hoping for?
Only just started !
What could they have done better?
Calls were informative and educational so it’s just what’s required
Martin:
Thank you for taking the time to provide your thoughts and experiences of the service I provide. I am pleased to learn that you find our conversations informative and educational and I look forward to helping you further in the future.Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions advice
How has Martin Grundy helped you?
All the above
Have you seen the outcome you were hoping for?
To a greater extent, yes.
What could they have done better?
Not a lot.
Martin:
Thank you for your feedback. I am pleased to learn that you feel our conversations are leading the right outcomes. I look forward to continuing to help, thanks for taking the time to complete this.Review
by a verified client in Somerset
3 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a trusted source for my UK investments.
How has Martin Grundy helped you?
He has provided a variety of investment options
Have you seen the outcome you were hoping for?
UK investment has a lower return than my IS investment portfolio. It’s just a less buoyant market.
What could they have done better?
All Good
Martin:
Thank you for taking the time to provide your feedback. Your views are appreciated and will be taken into account when we next speak. I look forward to our next discussion.Review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This goes back years from when i was working overseas and required advice. It was De Vere at that time.
How has Martin Grundy helped you?
Martin has given objective advice based on our circumstances. This has been enormously useful for us recently due to massive changes in income/circumstances as redundancy, and early retirement occurred. He also takes time to explain, sometimes more than once, some of the terms and references used.
Have you seen the outcome you were hoping for?
yes. outcomes were in line with expectations, and sometimes better.
Martin:
Thank you for your feedback and comments they are welcomed. I am glad you feel that my advice has been beneficial and hope to work with you to continue our relationship for many years. I note you have not given 5 star reviews in any of the 4 sections so will work to try to improve your appreciation of Fidelius' services