Martyn's reviews
Reviewed for
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 10 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 18 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 4 )
£100k - £200k ( 4 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Repeat review
by a verified client in North Yorkshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Maturing of pensions for me and wife
How has Martyn Pottage helped you?
Review of pensions and transfer to a different pension that better provides for my wife and children.
Have you seen the outcome you were hoping for?
So far Yes although this is a long term investment and will be several years before full benefits.
What could they have done better?
Nothing comes to mind
Review
by a verified client in East Riding
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retirement income planning
How has Martyn Pottage helped you?
Martyn's advice and setting up an annuity was invaluable
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Martyn:
Thank you for your comments Jim! It was great working with you to plan for the next few years, and I look forward to working with you again in the future. Enjoy retirement! MartynFirst impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Martyn
Very helpful initial conversations around investing for a beginner
Martyn:
Thank you for your comments Fiona, they are appreciated, and I wish you all the best in your next steps. Many thanks!Repeat review
by a verified client in North Yorkshire
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martyn Pottage helped you since your last review?
continuing advice on retirement and pensions
Repeat review
by a verified client in West Yorkshire
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martyn Pottage helped you since your last review?
Yes