Reviewed for

Insurance and Protection ( 6 )

Pensions ( 67 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 19 )

Auto Enrolment ( 3 )

Investments and Savings ( 33 )

Pension Transfers - Non Specialist ( 11 )

Inheritance Planning ( 15 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 1 )

Reviewers' assets

£500k+ ( 9 )

£200k - £500k ( 17 )

£100k - £200k ( 9 )

( 1 )

Up to £50k ( 7 )

£50k - 100k ( 9 )

Client reviews

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

I needed to combine several pensions and to plan for my retirement

How has Martin Dodd helped you?

Martin arranged for my various Pensions to be combined and we agreed how the new pension should be invested

Have you seen the outcome you were hoping for?

Yes - the Pension has shown good growth and I expect to recieve the retirement income that I have planned for

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

I wanted to amalgamate my various pensions

How has Martin Dodd helped you?

Martin has worked tirelessly finding the best solution for me in all my pension dealings and his ability to keep me informed is impeccable. My wife now uses Martin as well. We are very happy with our future pension monies being in his hands.

Have you seen the outcome you were hoping for?

Yes ... a much better result to date than expected

What could they have done better?

i think Martin has all bases covered

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

I needed to review and organise several company pension schemes.

How has Martin Dodd helped you?

Martin carried out an assessment of my existing pensions, including performance and my future needs from a pension.

Have you seen the outcome you were hoping for?

It is too early to assess this yet.

What could they have done better?

I dont think that there is anything he could have done better.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Herefordshire

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

Investing proceeds from a house sale.

How has Martin Dodd helped you?

Sound advice and investment management

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very satisfied with all of Martin's help and advice so not sure he could improve!

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

Finding a home for a previous company pension and over seeing several other pensions and investments.

How has Martin Dodd helped you?

Keeps a professional eye on everything .

Have you seen the outcome you were hoping for?

Not applicable yet but going in the right direction.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

Initially my dealings were with Martin’s late father John over 30 years ago, planning funding school fees for my daughters. I have carried on using Midlands Investment Agency which is now run by Martin Dodd (John’s son.)

How has Martin Dodd helped you?

Martin now deals with my investments and reviews them regularly, rebalancing my portfolio when he thinks it is necessary.

Have you seen the outcome you were hoping for?

I have been pleased with the outcome of my investments.

What could they have done better?

I am very pleased with Martin and the fact that he keeps me informed regularly with my investments. I therefore cannot think of any constructive suggestions to improve the service I receive.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

looking to transfer pensions and good investments

How has Martin Dodd helped you?

Good advice and support

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

Taking early retirement with a lump sum to invest and no knowledge of stocks and shares ISAs, bonds or investments of any type!

How has Martin Dodd helped you?

His advice that I followed enabled me 3 years ago to down size with my property but go up market so we are now living in our retirement apartment home until we are no longer here.

Have you seen the outcome you were hoping for?

Certainly.

What could they have done better?

Nothing really as I've always been happy with the interest he has shown with the follow ups and advice.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

Transfer of pension and creation of a SIPP and trust fund for my retirement.

How has Martin Dodd helped you?

Martin guided me through the legalities and set up and has invested the funds in secure market for a balanced portfolio.

Have you seen the outcome you were hoping for?

Yes no problems

What could they have done better?

I am not sure what could have been done better

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Having worked for large companies for most of my career, I was returning to Self - Employment and was in need of a pension review of my existing provision and assistance with planning for the future

How has Martin Dodd helped you?

Martin reviewed my final salary schemes and helped me find a home for a neglected old personal pension pot and ongoing contributions for both myself and my wife

Have you seen the outcome you were hoping for?

Yes - entirely happy with the advice and service I have received, confident that my wife and I are getting the best possible advice as we prepare for later life

What could they have done better?

Nothing springs to mind - Martin communicates with me regularly and effectively - always happy with his recommendations

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Warwickshire

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

Inherited some money in 2004 and wanted advice for investment

How has Martin Dodd helped you?

Martins father, John Dodd invested the money to give me an income in retirement.

Have you seen the outcome you were hoping for?

Yes an income supply and continued support from Martin Dodd.

What could they have done better?

Have been happy with outcome.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Derbyshire

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

As I entered into retirement I needed professional advice on the best options for my various pension savings MIA had managed my company pension investments since 1999 as a service paid initially by my employer who did not have their own UK service provider

How has Martin Dodd helped you?

Martin looked at our lifestyle & aspirations for retirement not just at maximising potential income in the short term His advise was straightforward - friendly - personal & easy to understand From his experience he helped my Wife & I consider things that we would otherwise not have even thought of in terms of our activity over our remaining life expectancy As lifelong savers with no dependent relatives - some of his advise went against our habitual financial thinking - but certainly made us think about what we were looking to achieve for ourselves

Have you seen the outcome you were hoping for?

We really had no prior expectations - but we were pleasantly surprised by the level of regular income we will receive going forward from our different pension providers

What could they have done better?

We were perfectly happy with the service we received from MIA Anytime we wanted to discuss questions face to face this was always easy to arrange

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

After inheriting money from my brother

How has Martin Dodd helped you?

Initially his father, and then Martin for the last 21 years have managed my money , always promptly making recommendations.

Have you seen the outcome you were hoping for?

Yes certainly

What could they have done better?

Nothing. Always very helpful with any queries I've had.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

Former adviser sent to jail

How has Martin Dodd helped you?

Simplified our investments onto one platform. Positive yields experienced.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

My pension planning had been neglected for many years, needed a thorough review.

How has Martin Dodd helped you?

Martin reviewed my existing arrangements, made recommendations and listened to what I wanted to do. Martin is proactive, reviewing the fund performance on a quarterly basis and offering advice to maximise returns.

Have you seen the outcome you were hoping for?

Yes, I just wish I had taken advice 10 years earlier!

What could they have done better?

I am impressed with the way Martin operates and cannot honestly think of any suggestions that would improve his advice.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

I needed my pension pots managing and looked around for an independant financial advisor about four to five years ago and found MIA - Martin's company

How has Martin Dodd helped you?

His agency has managed one of my money purchase pension pots for the five years and given regular reviews and advice on my other final salary pensions

Have you seen the outcome you were hoping for?

I have, I discussed retiring at 60 with Martin five years ago and have subsequently retired recently with his assistance on the timescale I laid out to him in our early meetings.

What could they have done better?

The advice given by Martin has been comprehensive and I haven't felt it fell short in any respect and have no suggestions for improvement.

Martin's reply

Andy Thank you very much for writing the review. It is very much appreciated. Martin

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Shropshire

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

To sort out my finances.

How has Martin Dodd helped you?

Sorted out all my pensions and investments and explained what I could do with them so I now know clearly what I have and the options available.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

i was pleased with the advice I received and on this occasion. I was happy and comfortable with his manner and professionalism

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with Martin

There was little for Martin to do at this time, so charges were not discussed. We agreed to speak again later in the year.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

moving frozen Pension policy.

How has Martin Dodd helped you?

Advised on and sorted the move to a far better managed policy that is performing much better.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

Nothing

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

I Had become self employed.

How has Martin Dodd helped you?

Martin has realigned my pension contributions in line with my expectation for a pension in 10 years time.

Have you seen the outcome you were hoping for?

Every year he has outperformed the market.

What could they have done better?

None

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

I had decided to take my defined contribution pension and wanted to know the options available.

How has Martin Dodd helped you?

At an appointment Martin filled out a comprehensive questionnaire to determine the level of risk I could tolerate, then he indicated the options available.

Have you seen the outcome you were hoping for?

Yes the performance of the recommended investments has been as expected, taking into account market considerations where necessary.

What could they have done better?

The review process was well explained and all things considered I cannot think of an improvement.

Review from verified client

March, 2018

Overall

Service

Value

Advice

Based in Gloucestershire

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

Like many people I reached a point where I started to think about my retirement and if I actually had adequate preparations in place.

How has Martin Dodd helped you?

Martin really took the time to listen and understand my requirements before talking to me about available options. He didn't give generic advice, but instead gave advice to match my personal objectives, taking time to explain things in a way that was easy to understand.

Have you seen the outcome you were hoping for?

Martin's advice was spot on and has left me feeling much more confident about my long term financial future.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Not impressed with previous financial adviser Martin was recommended by a friend.

How has Martin Dodd helped you?

Got to know, after several visits, what I needed from my investment. Took time to explain in simple language.

Have you seen the outcome you were hoping for?

Yes outcome so far ok.

What could they have done better?

Perhaps setting up online account with provider so information could be obtained directly at any time as well as quarterly reviews.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I started looking for a financial adviser so that I could start my own personal pensions and Investment policy so that I could save to buy a house.

How has Martin Dodd helped you?

Martin set up a personal pension, collective investment account and ISA. Martin also helped me understand where my money was being invested and the best options that would suit me.

Have you seen the outcome you were hoping for?

I have received the outcome that I was hoping for and will continue to use Martin as my adviser.

What could they have done better?

I am happy with all the information that Martin has given me. We have regular reviews throughout the year to make sure that I am happy with the way I am invested. At this moment in time I do not think Martin needs to do anything better

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Approaching retirement planning period.

How has Martin Dodd helped you?

Consolidated various pensions and contributions into a one stop scenario.

Have you seen the outcome you were hoping for?

Martin was able to remove the haze from the pension planning perspective for me and my wife.

What could they have done better?

Not a great deal, to be frank he runs a tight professional ship and covers all areas and ticks all the boxes.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

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

increasingly more complex financial decision making needed greater expertise.

How has Martin Dodd helped you?

clear explanation of options without pressure.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

all good for me - no need for change

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Worcestershire

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

I inherited money and needed to have advice on how to invest it .

How has Martin Dodd helped you?

Initial advice and continuing to keep me up to date with my investments, advising change when necessary.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can't think of anything that could have been done better.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I had retired and needed the best advice I could get. Martin and his late father were recommended by a close friend and accepted his advice and I am most pleased that I did.

How has Martin Dodd helped you?

By recommending changes to my portfolio all of have been excellent advice..

Have you seen the outcome you were hoping for?

Defiantly yes.

What could they have done better?

At the moment I can think of nothing that could have been done better. Advice came when I asked for it. All in a timely fashion.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

Martin has been looking after my financial well being for number of years, after becoming widowed.

How has Martin Dodd helped you?

Martin advises me regarding my investments and Inheritance Tax planning.

Have you seen the outcome you were hoping for?

Martin has managed my investments very well and I have been able to plan to reduce the amount of Inheritance Tax that will be payable.

What could they have done better?

Not a lot. He has always been very prompt and so far has given excellent advice

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

I wanted to start accumulating funds for my retirement and needed some advice on pensions.

How has Martin Dodd helped you?

Martin went through my income and expenditure to determine a suitable monthly savings plan that would not affect my standard of living. We then discussed my attitude to risk and he explained to me the tax benefits of pensions and any costs involved.

Have you seen the outcome you were hoping for?

Yes, i now have a savings plan in place to help me work towards my goals. He set up a pension for me which i can pay into monthly via direct debit and i can access my policy online which is very useful.

What could they have done better?

Nothing that i can think of. I am very happy with the plan in place and feel more confident in my understanding of how my money is invested. Martin is always very quick to respond to any queries I may have.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I needed guidance in reviewing a number of pension policies to determine whether to retain them or to consolidate them in to a single policy .

How has Martin Dodd helped you?

Martin assisted with obtaining updated values for each historical pension policy, then organised the transfer and consolidation of funds in to a single policy which offers better control and flexibility.

Have you seen the outcome you were hoping for?

The outcome was exactly as Martin had explained and I am very happy with my current pension arrangements.

What could they have done better?

I am very happy with the service that Martin and his team have provided to date, hopefully this will only continue in the future.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

Dissatisfaction with my existing Financial advisor.

How has Martin Dodd helped you?

Provided clarity , deals with my queries quickly and efficiently, provides regular guidance.

Have you seen the outcome you were hoping for?

So far so good.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Initially I was a Client of Martin's Father John since 1972. I required financial advice on Savings Plans etc for my future retirement.

How has Martin Dodd helped you?

Martin worked with his Father for a number of years and took over the business after the unfortunate death of John. Much of my Retirement Pensions and Annuity planning had been set up by this time but Martin has continued to give me excellent advice and sorting out my financial affairs entirely to my satisfaction offering a friendly, compassionate and efficient service.

Have you seen the outcome you were hoping for?

Most definitely. I have now been retired for 10 years and enjoyed the benefit of regular cash flow from the investments and annuities that Martin and his Father recommended to me which more than subsidises my State Pension to give me a reasonable and comfortable lifestyle. Martin has continued to manage these investments in a prudent, competent and entirely trustworthy manner.

What could they have done better?

I am entirely happy with the advice and service that I have received from Midlands Investment Agency over a period of 45 years and have no intention of changing my Financial Adviser. I have no further suggestions to make as I am entirely satisfied and would have no hesitation in recommending Martin to any prospective Client.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

pension advice.

How has Martin Dodd helped you?

sorted old company pensions into personal pensions.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

Retirement planning.

How has Martin Dodd helped you?

Gave clear advice and options after a thorough fact find and research.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Manchester

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

I wanted to get a better return on my savings.

How has Martin Dodd helped you?

Martin spoke with me about my options and helped me come up with a plan. He takes the time to help me understand the various avenues available to me. He is very approachable and explains things in a way a lay person can understand.

Have you seen the outcome you were hoping for?

I have been with Martin for a year I am headed on the right road.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

The maturity of a personal pension scheme.

How has Martin Dodd helped you?

Martin provided a scheme to reinvest my funds.

Have you seen the outcome you were hoping for?

My investment is continuing to grow.

What could they have done better?

Nothing I can suggest at this time

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

Early Retirement planning.

How has Martin Dodd helped you?

Sound retirement investment advice and guidance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Advise the old mutual to send less paperwork

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Introduced by employer.

How has Martin Dodd helped you?

Joined all my old pensions together and now they work for me.

Have you seen the outcome you were hoping for?

Yes my pension fund has grown.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Pension and retirement planning.

How has Martin Dodd helped you?

Martin gave me choice of options to help with my requirements.

Have you seen the outcome you were hoping for?

Martin's suggestions and advice has been very good giving a good return to date.

What could they have done better?

Nothing comes to mind.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

I needed advice on investing a private pension.

How has Martin Dodd helped you?

Assessed my attitude to risk and invested in appropriate portfolios.

Have you seen the outcome you were hoping for?

So far yes.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Poor Pension Performance from Large Institutions.

How has Martin Dodd helped you?

He brought all my pensions together to manage them better and gave a clear understanding to me thru the whole process including face to face contact.

Have you seen the outcome you were hoping for?

Yes, better returns on my pensions, also a better understanding how my pensions work for me.

What could they have done better?

Over the years having no or poor advise its been so refreshing to be so informed, so it is hard to say what he could of done better

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

A mutual colleague recommended Martin to manage and invest my personal pension fund once I started my own business.

How has Martin Dodd helped you?

He advised where to invest and regularly updates the performance of the funds and suggests changing to different funds if necessary.

Have you seen the outcome you were hoping for?

Yes, my fund has grown satisfactorily over the last ten years.

What could they have done better?

Nothing I would say.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

Need for more effective pension performance.

How has Martin Dodd helped you?

Good advice and guidance.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

i was coming up to my retirement and needed guidance.

How has Martin Dodd helped you?

he gave me good advice on what was the best options for me in a clear and understandable way.

Have you seen the outcome you were hoping for?

yes i am happy with the results he helped provide for me.

What could they have done better?

nothing i was well advised throughout

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Shropshire

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

We had taken out a Pension Fund via Barclays Bank. and for many years it had done very little and did not perform as we were expecting, which was quite frustrating!.

How has Martin Dodd helped you?

Martin gave us a lot of advice on how to make our Pension Funds work best for us.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

I cannot think of anything really, Martin gave us good advice, and has been very helpful when we have had to make financial decisions.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

I required advice about my pension.

How has Martin Dodd helped you?

Clear advice on risk and what I needed to invest to reach a certain goal. Constant review of my investment to ensure the best returns. Regular contact to achieve the aforesaid.

Have you seen the outcome you were hoping for?

Yes my pension investment has come on leaps and bounds !.

What could they have done better?

Perhaps an annual face to face meeting would add to the service.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Pensions and retirement planning.

How has Martin Dodd helped you?

Martin has looked after my pension provision for quite a few years and helped enormously when I retired in Dec 2017.

Have you seen the outcome you were hoping for?

Absolutely. I have been able to retire early at the age of 57.

What could they have done better?

No

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

Pension advise.

How has Martin Dodd helped you?

gave honest and helpful advise.

Have you seen the outcome you were hoping for?

Hopefully.

What could they have done better?

Can’t really say as I have not long got to know Martin but was put forward By my employer but comes with very good reviews

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

I was looking to increase the return on my pension fund. Martin and his company (MIA) appeared at the right time.

How has Martin Dodd helped you?

Martin took time to review our current pension provision and offered helpful advice on how we could meet our requirements. he explained pension concepts, took notice of our risk profile and was honest in managing our future expectations. Martin's company is pro-active in the determination of fund performance and his advice is provided in a clear manner on a regular basis.

Have you seen the outcome you were hoping for?

We are happy with the recommendations made, we do not track funds in which we no longer invest, but accept that the fund recommendations we elect to invest in, based on Martin's quarterly report, outperform those we have moved out of!.

What could they have done better?

Martin was helpful from the outset and continues to provide pertinent information to this day. As time progresses and our questions about investment have changed, he always supplies a professional, reasoned and rapid response. Before our association with Martin, I felt that our funds were 'wallowing', I now feel more confident that we are making the most of our moneys. I wish we had contacted him many years ago.

Review from verified client

February, 2018

Overall

Service

Advice

Value

Based in West Midlands

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

Our finances were ticking along but not necessarily working for us. We wanted to look at this but definitely needed some advice and guidance.

How has Martin Dodd helped you?

Martin was incredibly professional and approachable. He had a wealth of knowledge and was able to give us the options to suit our needs for the future.

Have you seen the outcome you were hoping for?

Definitely, we now have a plan going forward and feel confident that funds are in the right places.

What could they have done better?

We have met with other advisers in the past who all wanted to manage our affairs directly. We were extremely happy to find Martin Dodd who has left us feeling in charge of our affairs.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Need to invest capital. Provision of income for retirement.

How has Martin Dodd helped you?

Provided sound pragmatic and personalised advice. Understanding life does not revolve around money but is also there to be enjoyed.

Have you seen the outcome you were hoping for?

Yes. Certainly.

What could they have done better?

I can’t think of anything.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

planing for retirement.

How has Martin Dodd helped you?

clear, concise, detailed advice with no pressure.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

I am very happy with the service I received from Martin

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Warwickshire

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

Moving from one company to another and wanting to consolidate those pensions and the one I had 'frozen' with the NHS from my previous career.

How has Martin Dodd helped you?

He gave me excellent advice in 'easy to understand' language that wasn't full of financial 'gobbledygook' He also assessed my risk taking style so it aligned with the policy I eventually took out.

Have you seen the outcome you were hoping for?

So far, so good! With Martin's management of my portfolio and excellent communications I am confident of a good 'pot' of money for when I finally retire in a few years from now.

What could they have done better?

Maybe a little more specific advice on my contributions which have gone up and down according to my personal situation at the the time, to ensure I get the best outcomes I can.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

Redundancy creating another frozen pension so wanted them all looking after by a Professional.

How has Martin Dodd helped you?

He manages the investments and explains any changes on a quarterly basis.

Have you seen the outcome you were hoping for?

Difficult times but more or less yes.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

I was with a national pensions provider that gave me a very impersonal service.

How has Martin Dodd helped you?

Martin took the time to listen,understand and guide me to what I wanted .

Have you seen the outcome you were hoping for?

We are on the way to were I want to be.

What could they have done better?

As of yet nothing.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Change in circumstances.

How has Martin Dodd helped you?

Enabled me to look at what I wanted in retirement and made a plan.

Have you seen the outcome you were hoping for?

Working towards.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Shropshire

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

I needed to get better results from my investments.

How has Martin Dodd helped you?

Martin looked into my financial position and placed my investment on a track which has led to growth.

Have you seen the outcome you were hoping for?

I have seen my pension fund grow more than I expected.

Review from verified client

February, 2018

Overall

Service

Value

Advice

Based in West Midlands

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

Early retirement.

How has Martin Dodd helped you?

He explained all available options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Perhaps speed the process up somewhat

Review from verified client

February, 2018

Overall

Service

Advice

Value

Based in Shropshire

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

Pension transfer.

How has Martin Dodd helped you?

Advised and provided recommendations on option relating to pension transfer and ultimately handled administration of pension transfer.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I can think of.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

Transferring Pensions.

How has Martin Dodd helped you?

Transfered pensions.

Have you seen the outcome you were hoping for?

Yes, seems to be a good move . Time will tell.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

Looking to develop my investment portfolio and grow my pension investments.

How has Martin Dodd helped you?

Sorted out the various pensions i had, freed up money that was locked in old accounts and released that for me, and set up a monthly contribution going to my investment funds.

Have you seen the outcome you were hoping for?

I have seen really good returns, over the last 25 years, I have worked with a few advisors, but Martin has realised the best returns for me so far and also has made the whole process, really easy to understand, also I like it that I get quarterly statements letting me know how much my investments have gone up by.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

I wanted to invest a sum of money for the benefit of my family and look into my pension options.

How has Martin Dodd helped you?

Martin helped by explaining fully the variety of options available on the basis of our expectations and the level of risk and benefits associated with these options. The language was clear, concise and made personal to me and my family.

Have you seen the outcome you were hoping for?

I outcomes have reflected the advice and guidance Martin has given. In addition, at each stage of the process Martin has sort to gain our agreement with logical clear information.

What could they have done better?

To date, nothing different. Everything has been inclusive and beneficial.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

To help plan our future.

How has Martin Dodd helped you?

Martin offered 1st class and reliable advice and since then has managed our portfolio excellently.

Have you seen the outcome you were hoping for?

Yes, better.

What could they have done better?

Nothing we can think of

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I have a had several pensions over the years without knowing how much money were in each. I wanted to move them into just one pension and know how much I would receive on retirement.

How has Martin Dodd helped you?

Marring did exactly what I asked of him. He has collated all my pensions into one and moved them into a pension that will work best for me. He also gave me advise on my mortgage and the best way to invest my savings. He explained everything in laymans terms for me to.

Have you seen the outcome you were hoping for?

Yes all my pensions are in one pot now and I know roughly how much I will receive on retirement.

What could they have done better?

At the moment I don't think there is anything that could be improved on.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Staffordshire

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

I was looking for an IFA to manage part of my pension funds as I was getting closer to retirement rather than just relying on the annual statement from the fund manager.

How has Martin Dodd helped you?

Martin advised me on how he could help manage part of my pension funds, giving me an overview on what I could expect in the way of quarterly valuations and advice on moving my pension funds out of under performing funds and providing me new recommended funds.

Have you seen the outcome you were hoping for?

I have been very happy with the advice I have received, I have always found it to be given in a timely manner and very precise.

What could they have done better?

I haven't any suggestions for improvement

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Worcestershire

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

i have always dealt with Midland investment agency who have always given me sound advice.

How has Martin Dodd helped you?

Martin always offers me the best advice arround.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

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

Pensions advice and other investment advice.

How has Martin Dodd helped you?

Martin and his father John before him have always given me timely advice and always understood my attitude to the level of risk I was prepared to take. When I set up my pensions everything was carefully explained before I made my choice of pension provider.

Have you seen the outcome you were hoping for?

Everything was made clear as I went through the process of investing and I have benefitted significantly financially from the advice I have been given.

What could they have done better?

I am very pleased with the service I have been given. I feel my financial future is in safe hands.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in West Midlands

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

To increase my port folio for pension provision.

How has Martin Dodd helped you?

He transfered my funds from my old provider and set up a new pension plan with more return.

Have you seen the outcome you were hoping for?

Yes pension pot is growing steadily.

What could they have done better?

Nothing really as Martin has been excellent and communication is very easy.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Shropshire

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

Approaching retirement age and need to consolidate pensions.

How has Martin Dodd helped you?

Helped me consolidate my pensions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Lincolnshire

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

change in working circumstances and life decisions.

How has Martin Dodd helped you?

Talked me through options and gave me choices that I did not know were available Then gave me a full plan with possible outcomes for the future.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

Nothing that I am aware of, solid information and a wealth on knowledge that he shared

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in West Midlands

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

I had worked for a Company for 6 years contributing to their Pension so wanted to move it when I left.

How has Martin Dodd helped you?

Suggested a good alternative and recommended the contribution.

Have you seen the outcome you were hoping for?

Overall yes.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in West Midlands

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

Pension.

How has Martin Dodd helped you?

Brought all our separate pension into one fund which can be managed.

Have you seen the outcome you were hoping for?

Yes we have growth on the fund.

What could they have done better?

Nothing

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Staffordshire

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

Reaching age 40 and needing some advice planning for retirement.

How has Martin Dodd helped you?

Examined my existing situation in detail and advising on restructuring to spread and minimize risk and maximise return. Gave good common-sense advice on what my goals should be and how to achieve them.

Have you seen the outcome you were hoping for?

Yes. The climate over the last decade has been difficult but I have made progress towards the goals we set together.

What could they have done better?

Nothing. Martin and his team have become valued and trusted friends.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in West Midlands

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

I needed a peniosn sorting out.

How has Martin Dodd helped you?

Martin Dood provided an extremely high standard of support, advice and understanding.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I doubt he could have done better. He understood my freelance situation and provided precise advice accordingly.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Shropshire

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

Martin and his father have provided sound financial advise for my father and siblings for over 30 years and we have always found MIA to be transparent and open about financial planning.

How has Martin Dodd helped you?

Martin helped with planning for the furture and advice with pensions & investments.

Have you seen the outcome you were hoping for?

We have seen some improvements in our pension investment but it is early days yet.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in West Midlands

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

At the age of 38 I felt that it was time to give serious consideration to retirement planning. Coincidently Martin got in touch to offer his services.

How has Martin Dodd helped you?

Martin reviewed my current arrangements and gave me an honest view on things. He did not pressure me in any way to take his advice.

Have you seen the outcome you were hoping for?

The markets have not been kind of late but I have many years left until retirment so I am not worried about current performance. I need a few more years to judge things. I am happy with How Martin has advised me thus far.

What could they have done better?

My dealings with Martin have been very much focused on Pensions, I do however have a broader portfolio and it would be beneficial to have a wider input on my investements as a whole.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Gloucestershire

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

We needed expert advice.

How has Martin Dodd helped you?

He listened carefully to our requirements and advised us accordingly. He responded very quickly to any points we raised and completed the documentation promptly.

Have you seen the outcome you were hoping for?

Broadly yes, considering the stock market movements.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Staffordshire

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

financial PLANNING.

How has Martin Dodd helped you?

Clearly and efficiently addressed all my financial needs , with a friendly manner.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Staffordshire

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

Retirement Planning.

How has Martin Dodd helped you?

Assessment of Pension and current Investment Options.

Have you seen the outcome you were hoping for?

I am looking 2 years hence, but I zam confident information and advice given that I should be well set to retire as planned.

What could they have done better?

I'm not sure giving advice to maximise ISA investment given the very poor interest rates, especially when I get 3%, 4% & 5% on various 'current' accounts.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Staffordshire

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

Martin Dodd had previously looked after my company pension and then I changed to a private pension.

How has Martin Dodd helped you?

We talked through my aims and Martin advised on the best course to take.

Have you seen the outcome you were hoping for?

The outcome has been achieved by a constant review of my pension investments.

What could they have done better?

I cannot think of anything that could have been done to get a better result

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in West Yorkshire

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

The need to ensure my pension was performing.

How has Martin Dodd helped you?

Very sensible and productive meetings on pension portfolio.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Martin arranges quarterly reviews and regular face to face meeting to re-evaluate my pension requirements

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in West Midlands

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

No pension.

How has Martin Dodd helped you?

Set up a pension scheme to suit my needs.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Martin Dodd helped you?

Very clear and consise, makes all of the advice easy to understand and on top of that the funds for my ISA and Pensions that he has invested in for me has exceeded my expectations and made great returns too. so very pleased all round.

Review from verified client

October, 2012

Overall

Advice

Service

Value

Based in West Midlands

How has Martin Dodd helped you?

Martin was very professional in all ways you would expect. He handled all my pension sources appropriated and was able through a very comprehensive document to make recommendations and show the benefits of re investing my pension funds. To date since commencement in January 2012, Martin has sent to me 3 very detailed updates and appropriate recommendations of where to invest my funds so optimising on the growth which he has successfully done to my great satisfaction. I am therefore very pleased with the result as well as the service overall that I have received. I would have no hesitation to recommend his services to other investors. Mark R - Wolverhampton

Review from verified client

May, 2012

Overall

Advice

Service

Value

Based in Surrey

How has Martin Dodd helped you?

Martin and his company have sorted out my company group matched contribution pension for me and I found the whole process seamless. He interviewed each of the staff, made recommendations and handled all of the paperwork, dealt with the accounts department and ensured that everything went smoothly. Very impressed and thank you. Martin also deals with my pension and investment portfolio and again I am regularly updated on its performance and to date he has always exceeded my expectations on the returns compared to the market, so I am pleased with the results. My investments have beat the market so far, and whilst I realise this is not always possible, I certainly could not have spent the time required to have acheived that myself, so it is money well spent. With my staff pensions, I offer a matched contribution scheme up to 3% and I find that it has really helped to maintain staff levels, and attract the right people. I also feel good that I have helped to start a lot of youngsters on their way to saving for a future, which they otherwise would not have. I am actually also quite surprised, that with Martin's help we have had almost 90% take up, so I'm really pleased too as I hear that is rare in company schemes.