Joshua Martin

Joshua Martin

Quilter Financial Advisers Ltd

Joshua's reviews

Reviewed for

Insurance and Protection ( 12 )

Pensions ( 8 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 4 )

Financial Planning ( 2 )

Financial Mentoring ( 1 )

Reviewers' assets

£200k - £500k ( 3 )

£100k - £200k ( 2 )

£50k - 100k ( 1 )

Up to £50k ( 3 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Joshua

Josh really took time to explain his proposals and how this would work for me. He always gave very prompt and thought-through responses to queries that I had. His offers were competitively priced and throughout the whole journey he was extremely personable and patient. Whilst I have chosen to go with a competitor, the decsion was extremely tough and if things don't work out with my chosen provider I will DEFINITELY be knocking at Josh's door.

Joshua:

Many thanks for your kind words Gareth!
First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Joshua

Josh is a very friendly and helpful person with good advice and knowledge of what product and extent I needed personally.

Joshua:

Thanks for your kind words Jack. Look forward to catching up with you soon!
First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Joshua

I have recently setup my new business as a sole trader. I wanted information on pensions and protecting myself in the event of illness. Josh gave me some really good options so I can make an informed decision. I will be speaking with him again soon. Highly recommended!

Joshua:

Thanks Marco. It has been a pleasure dealing with you!
Review

by a verified client in Berkshire

4 months ago

Overall

Advice

Service

Value

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

I am an unison member and the service was offered under them, so I took advantage as my private pension wasn't doing well.

How has Joshua Martin helped you?

Joshua was able to recommend better places to put my pension pot into, getting better rates and not paying as much admin fees.

Have you seen the outcome you were hoping for?

I have only just moved my pension over.

What could they have done better?

Not much at the moment.

Joshua:

Thanks a lot for your positive review, really appreciate it!
Review

by a verified client in West Midlands

5 months ago

Overall

Advice

Service

Value

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

A change of job meant I needed a private pension and I was unsure of where to start; so I searched online

How has Joshua Martin helped you?

Josh has been amazing. He helped me find the pension that was right for me in terms of ROI, risk, as well as in keeping with personal values that are important to me. He took time to explain everything I asked and was always available to answer questions if needed. Josh helped me in every way, start to finish in getting a pension.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

I honestly haven't had any issues or had anything that I would've needed or liked done better. Even when there were delays, these were not Josh's fault yet he made sure he was available to support me and help move forward to get resolution.

Joshua:

Thanks for your kind words Pete. Look forward to catching up with you again soon!