Martin's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 15 )
Auto Enrolment ( 1 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 25 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 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 Essex
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Myself and my husband wanted financial help
How has Martin Jackson helped you?
Explained clearly what options we have.
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Nothing!
Martin:
Thank you Caitríona and Miles, I really enjoyed sitting down with you both and glad you found it helpful. I really appreciate the kind words.Review
by a verified client in Cambridgeshire
22 days ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Martin was introduced to us years ago by our accountants, highly recommended for good reason. We were looking to invest and also put into a good personal pension.
How has Martin Jackson helped you?
Martin has made long term investments, started our private pension and continues to look after it. Given easy to understand professional advice, answered questions and understood and picked up on worries from what we were talking about.
Have you seen the outcome you were hoping for?
We have definitely the outcome we were hoping for and more.
What could they have done better?
Nothing!
Martin:
Thank you Nicola, I appreciate the kind words. It's been a pleasure working with you and Kevin over the years.Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband passed away and I needed help with planning, investing monies left to me.
How has Martin Jackson helped you?
A private pension with AEGON proved difficult to deal with. Martin helped me achieve this and advised me how to plan for my future with saving and investments.
Have you seen the outcome you were hoping for?
Yes in the short term I have been using Martin's services. We are looking long term.
What could they have done better?
I don't believe that is anything Martin could do better at this stage and with the uncertainty of the economic climate I am happy where we are.
Martin:
Thank you Margaret, it has been a pleasure to help you through this difficult time and I look forward to the next many years of working togetherFirst impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Martin
Martin ensured an allround brilliant experience from start to finish. When I met with him for financial advice and planning. He gave explanations in an understandable way and the meeting was relaxed and friendly. I am very grateful for his sound and honest input and would highly recommend him for financial advice if you are feeling overwhelmed.
Martin:
Thank you Joanne, for the kind words, it was a pleasure to meet youReview
by a verified client in Suffolk
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice as we approached retirement.
How has Martin Jackson helped you?
He took time to understand us and our circumstances and what we wanted from retirement. He then devised a plan to help us make the most of our money.
Have you seen the outcome you were hoping for?
Yes.
Martin:
Thank you Caroline and Steve for the kind words, it's been lovely working with you both!