Martin Brennan

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.

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?

Explains everything I ask in an easy to understand manner.

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?

Adjusted my income in line with my needs. Been always helpful & approachable. Reviewed the performance of my pensions pots & advised accordingly. Always reassuring, even when world event influence 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 has provided me with first class service. He carefully explains his reasoning when advising on my investments which was particularly pertinent at the last visit, as it coincided with Donald Trumps tariffs being announced. He is always willing to answer any financial questions I may have and replies with a clear understandable explanation.

What were the circumstances that caused you to initially look for an adviser?

I had 2 separate pensions that I wished to combine and receive advice on the best way to draw an income from them.

How has Martin Brennan helped you?

Martin visited me and my wife at home. He took the time to explain the different ways we could take the pension and the advantages and disadvantages of each option. He was very patient and took the time to make sure we understood the implications of our decision.

Have you seen the outcome you were hoping for?

We are very happy with the outcome of Martins help and the amount we should receive is far in excess of what we expected.

What could they have done better?

Martin could not have been more helpful he was always available either by phone or visits to answer all our questions or clarify points we were unsure of