Martin's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 15 )
Pensions ( 86 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 63 )
Auto Enrolment ( 2 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 11 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 15 )
£100k - £200k ( 17 )
Up to £50k ( 10 )
£50k - 100k ( 9 )
Repeat review
by a verified client in West Midlands
21 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Brennan helped you since your last review?
Prior to our Annual meeting Martin dillegently reviews my existing pension and savings to improve income. He takes me through all of my options then arranges the updates after our meeting.
Martin:
Many thanks for your feedback Tony, and I'm glad that you are happy with my service. I'll continue to monitor your portfolio and please let me know should you have any questions at any time.Repeat review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Brennan helped you since your last review?
Looking to future to grow pension pot and protect assets from inheritance tax. Also advised how best to provide for children and grandchildren.
Martin:
Many thanks for your feedback, I really appreciate it. I'm pleased you found our annual review meeting valuable, just let me know if you would like to use any of the strategies that we discussed to improve your situation.Repeat review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Brennan helped you since your last review?
Again, Martin provided up to date information in regards to my private pension. He also suggested adjustments to benefit from the funds drawn down. Martin also supported me to complete paperwork in respect of my works pension.
Martin:
Thank you for your feedback Audria, it is very much appreciated. I'm really pleased that our reviews of your pension are helpful, and I will continue to monitor things throughout the year until our next review. Please let me know if you have any questions at any time.Repeat review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Brennan helped you since your last review?
Martin came to see me on my annual review He went through everything, and reassured me regarding the recent volatility, that it would settle down. Which has been borne out We also discussed ongoing tax implications, once I receive my government pension We also discussed if there were any adjustments needed to my personal pensions All in all everything went well
Martin:
Many thanks for your feedback Martin, I appreciate it. I'm pleased that all is on track. Just let me know if you have any questions at any point and I will continue to monitor things until our next meeting.Repeat review
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Brennan helped you since your last review?
I recently had my annual review with Martin and Amy from Ethical Advisor. As previously all aspects of my investments and savings both current and into the future were discussed and I continue to be very happy with the advice concerning he provides. I consider his knowledge and awareness of the current volatile financial money markets to be invaluable at this time.
Martin:
Many thanks for your feedback John, it is very much appreciated. I'm really please that you are happy with my service, and I look forward to continuing to provide you with advice for many years to come. Just let me know if you have any questions at any time, before our next review meeting.