Martin's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 15 )
Pensions ( 99 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 73 )
Auto Enrolment ( 2 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 17 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 17 )
£100k - £200k ( 20 )
£50k - 100k ( 9 )
Up to £50k ( 11 )
Repeat review
by a verified client in West Midlands
7 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?
Martin's valued advice has kept me well informed towards my pension & options available to me in the future.
Martin:
Many thanks for your feedback Ian, it's very much appreciated. I look forward to continuing providing you with financial advice.Repeat review
by a verified client in West Midlands
25 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?
Martin is always available and will respond to any query or information i require.
Martin:
Many thanks for your feedback Gerry, it's very much appreciated.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?
Wasn’t sure what to do about a private pension.
How has Martin Brennan helped you?
He has advised on my pension and given me advice on savings account I’ve got and explaining financial situations for me.
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing as Martin gets in touch with through the year to see if everything is ok.
Martin:
Many thanks for your feedback Jane, I appreciate it and I'm glad all is working well.Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To access my pension.
How has Martin Brennan helped you?
Martin explained the process & different types of offers out there. And given some good advise which has turned out really well.
Have you seen the outcome you were hoping for?
Yes, more so. Martin gives me good advise every year.
Martin:
Many thanks for your feedback Ian, I appreciate it. I'll continue to monitor your portfolio, and just let me know if you have any questions before our next review.Repeat review
by a verified client in West Midlands
4 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?
We discussed how the pension fund is performing and the stocks and shares ISA
Martin:
Many thanks for your feedback Tony, I appreciate it. I will continue to monitor your portfolio and look forward to meeting up with you at review time. If you have any questions in the meantime, just let me know.