Martin's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 12 )
Retirement income (annuities, drawdown) ( 8 )
Auto Enrolment ( 1 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in Oxfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed financial planning. Have been clients of St James’s Place for many years.
How has Martin Potter helped you?
Clarified our financial situation and helped with investments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing!
Review
by a verified client in Middlesex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We knew our pensions needed looking at and we also wanted discuss trusts to safeguard our future and that of our daughter
How has Martin Potter helped you?
He advised that our pensions would perform better with a different provider. He has also put us in touch with a solicitor to arrange trusts etc.
Have you seen the outcome you were hoping for?
Too early to tell.
Review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous SJP advisor transferred his business to Martin Potter due to health issues and other interests, and found himself in a position where he couldn't service his clients to his previous standards.
How has Martin Potter helped you?
Martin immediately understood my requirements and offered good funds transfer advice. He made it clear that when the time is right for me to begin receiving the benefit of my pension plan, he is there to aid me with the process and to discuss the most favourable options available to suit my circumstances.
Have you seen the outcome you were hoping for?
Funds transferred to a more suitable plan and help offered for future planning.
What could they have done better?
Nothing at present. Our face to face conversation covered a lot of ground and left me feeling confident that my funds are in safe hands.
Review
by a verified client in Bedfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money investment
How has Martin Potter helped you?
Good advice and care over a number of years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Stopped Trump
Review
by a verified client in West Sussex
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Selling a house
How has Martin Potter helped you?
Organise savings and pensions
Have you seen the outcome you were hoping for?
Still early days