Marvin's reviews
Reviewed for
Pensions ( 6 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 6 )
£100k - £200k ( 5 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed somebody to amalgamate all my pensions into an annuity. I couldn’t have done this without expert advice.
How has Marvin Owens helped you?
He carried out the above and explained everything thoroughly.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Marvin:
Thank you so much for your kind feedback — I really appreciate you taking the time to share your experience. It was a pleasure working with you, and I’m glad to hear you’re happy with the service. If you ever need anything in the future or have any questions, please don’t hesitate to get in touch. Wishing you all the very best, MarvinReview
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to start investing
How has Marvin Owens helped you?
Marvin has helped us over many years, looking at our situation, and offering us the best advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Marvin:
Thank you so much for your kind feedback I really appreciate you taking the time to share your experience. It is a pleasure working with you both, and I’m glad to hear you’re happy with the service. If you ever need anything in the future or have any questions, please don’t hesitate to get in touch. Wishing you all the very best,Review
by a verified client in Nottinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to look after our pensions
How has Marvin Owens helped you?
He has been brilliant advising on when the right time to take our pensions and whether to take an annuity.
Have you seen the outcome you were hoping for?
Yes we are delighted
What could they have done better?
nothing
Marvin:
Thank you for the feedback Peter. It was a pleasure meeting you and assisting in organising your retirement. I hope you thoroughly enjoy this next chapter of your life—wishing you health, happiness, and plenty of time to do the things you love.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Marvin
Our adviser Marvin Owen answered all our questions satisfactorily. He was very professional. We found our meeting with him really informative. Would definitely use and recommend their services again.
Marvin:
Thank you for the feedback it was great meeting you both and I wish you all the best for the future Regards MarvinReview
by a verified client in Nottinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension review
How has Marvin Owens helped you?
From the outset, Marvin explained what steps he would take, what he thought would be the outcome and what timeline the process would take. Once everything was sorted, we were invited back to the office. We were given an update on what had been done, the issues he had encountered and how he had resolved this. Marvin explained everything in detail, honestly answering all our questions. He explained what would happen next and what to expect. We were told to contact Marvin with any concerns we had in the future. Marvin will let us know if there are any concerns or anything to our advantage regarding the pensions performance that we may want to change. The charges were explained in full by breaking down costs. It was such a huge relief to be able to leave our finances in such capable hands.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing