Martin's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 2 )
Pensions ( 18 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 23 )
Inheritance Planning ( 6 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 20 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 5 )
( 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 London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions advice
How has Martin Crawley-Boevey helped you?
Investment advice and planning
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Pembrokeshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Martin Crawley-Boevey helped you?
Introduction to quilter Cheviot General financial planning
Have you seen the outcome you were hoping for?
Overall yes
What could they have done better?
Very little over last two years
Review
by a verified client in London
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 PK for many years
How has Martin Crawley-Boevey helped you?
kept us on track with pension plus investment on a regular basis
Have you seen the outcome you were hoping for?
is ongoing
What could they have done better?
nothing
Review
by a verified client in Buckinghamshire
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?
When I worked in London I could earn money but never had the experience to plan for that money. I was introduced to PK probably Twenty years ago and have never regretted it. They have always been there when I needed help and advice. My time with Martin as my advisor has continued that trust and expertise.
How has Martin Crawley-Boevey helped you?
Retirement means a complete change of mindset as you switch from paying in to a pension to taking out. Martin has been a good guide to help myself and my wife use our funds wisely and explain to me, a non financially literate person, the how best to plan ahead.
Have you seen the outcome you were hoping for?
Yes. Good listening and good clear advice. When it comes to investments we have always chosen to err on the side of caution but the results have, by and large, been good, allowing for the vagaries of the market.
What could they have done better?
Nothing that I can think of.
Repeat review
by a verified client in Surrey
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Crawley-Boevey helped you since your last review?
Has continued to always be available to talk to with financial advice.He has been there in good times and bad.