Martin's reviews
Reviewed for
Insurance and Protection ( 24 )
Mortgages ( 33 )
Pensions ( 42 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 8 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 28 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 6 )
£100k - £200k ( 10 )
£50k - 100k ( 4 )
Up to £50k ( 11 )
Repeat review
by a verified client in West Sussex
17 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Jeffery helped you since your last review?
Martin has recommended and subsequently transferred our principal savings onto a more cost effective platform. We also discussed the option of setting up a drawdown facility for an ISA and uncrystallised pension.
Repeat review
by a verified client in West Sussex
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Jeffery helped you since your last review?
Martin has given me advice on my ISA account and savings account. Which I have sorted with my bank.
Repeat review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Jeffery helped you since your last review?
Martin has continued to offer me advice on the most tax efficient ways to invest money and to ensure that I’m on track to achieve my desired goals.
Repeat review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Jeffery helped you since your last review?
Martins advice and assistance remains professional since my retirement
Repeat review
by a verified client in Cambridgeshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Jeffery helped you since your last review?
Mortgage renewal and monitoring savings progress