Martin's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 15 )
Pensions ( 95 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 70 )
Auto Enrolment ( 2 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 15 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 17 )
£100k - £200k ( 19 )
£50k - 100k ( 9 )
Up to £50k ( 11 )
Repeat review
by a verified client in West Midlands
7 days ago
Overall
Value
Service
Advice
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 now have a monthly drawdown in line with basic income tax to help family. Martin helped with clear advice and set it up for me. Moving pension as advised during our first meeting has proved to be excellent advice, recovering all the losses incurred by my previous pension provider.
Martin:
Many thanks for your feedback Robert, it is very much appreciated.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?
Martin went through the changes to my pensions and investments. Everything seems to be going as planned. I also made a couple of adjustments which Martin arranged for me. All in all still extremely happy with the service provided
Martin:
Many thanks for the feedback Martin, I really appreciate it.Repeat review
by a verified client in Warwickshire
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?
Effective management of my pensions. Makes financial matters understandable. Always friendly & helpful.
Martin:
Thank you Katy, I appreciate your feedback.Repeat review
by a verified client in Staffordshire
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?
Having recently had my annual financial planning review with Martin I remain very pleased with his previous and current advice regarding my savings and investments. Despite the volatile financial environment currently they continue to perform extremely well and I'm sure the few tweaks suggested at our most recent meeting will ensure further stability going forward. I would have no hesitation to recommend Martin to anyone needing financial advice or planning as I have always found him very knowledgeable, friendly and is always willing to explain all options available to me.
Martin:
Many thanks for your feedback John, it's very much appreciated.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Martin
Martin has conducted our first meeting. I was impressed by his knowledge and passion for finance.
Martin:
Many thanks for your feedback Carol, I really appreciate it. I look forward to meeting yup with you again shortly.