Daniel's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 72 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 49 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 6 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 32 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 14 )
£100k - £200k ( 3 )
Up to £50k ( 4 )
Review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I contacted Dan for advice on early retirement. I also needed advice on pensions, savings and investments.
How has Daniel Martin helped you?
Dan has enabled me to retire early and given me a better understanding of my financial situation.
Have you seen the outcome you were hoping for?
Yes I have seen the outcome I was hoping for. I am now retired with a regular income and I also have a new investment plan.
What could they have done better?
I feel there is nothing Dan and his team could have done better. They were all very polite and professional. I was kept informed every step of the way. This helped me feel confident in my decisions.
Daniel:
Thank you, Spencer, for your very kind words and review. It’s been a pleasure working with you both on your retirement plans. I look forward to our future meetings. Take care, Dan.Review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to start drawing my pensions and needed financial advice.
How has Daniel Martin helped you?
Dan was very helpful with advice relating to my pension options also investments, savings and tax implications. I was kept informed throughout each step of the process and I felt confident to make my decisions.
Have you seen the outcome you were hoping for?
Yes I have seen the outcome I was hoping for and much more. I now have a regular income and have invested in a new pension for the future.
What could they have done better?
Dan and his team could not have done better. Everyone has been very helpful and professional during the process.
Daniel:
Thank you, Tracy, for your very kind words and review. It’s been a pleasure working with you both on your retirement plans. I look forward to our future meetings. Take care, Dan.Review
by a verified client in Oxfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Security
How has Daniel Martin helped you?
Well
Have you seen the outcome you were hoping for?
In the process
Daniel:
Thank you for the review, Nicola, Its been a pleasure working with you so far. I look forward to our future meetings. Kind regards, DanReview
by a verified client in Warwickshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term savings
How has Daniel Martin helped you?
Helped to understand options for saving for the long term
Have you seen the outcome you were hoping for?
WIP
Daniel:
Thank you for your review, Andy. It is a pleasure working with you both.Review
by a verified client in Warwickshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice as to whether we had saved enough for our retirement, and what our financial future might look like. We also wanted advice about income protection and life insurance.
How has Daniel Martin helped you?
He has given us clarity and reassurance that we will be comfortable in retirement and have been able to make plans for retirement as a result.
Have you seen the outcome you were hoping for?
Yes, our situation is much clearer.
What could they have done better?
Nothing.