James Martin

James Martin

City Asset Management Plc

James's reviews

Reviewed for

Pensions ( 1 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 1 )

Reviewers' assets

£100k - £200k ( 1 )

Review

by a verified client in Berkshire

7 years ago

Overall

Advice

Service

Value

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

Maximising returns from savings, retirement and pension planning.

How has James Martin helped you?

Helped identify savings products with best returns appropriate for my risk appetite. Also retirement planning , and pension consolidation and selection.

Have you seen the outcome you were hoping for?

Yes.