Martyn Pottage

Martyn Pottage

Armstrong Watson Financial Planning & Wealth Management

Martyn's reviews

Reviewed for

Pensions ( 18 )

Retirement income (annuities, drawdown) ( 16 )

Investments and Savings ( 16 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 9 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 18 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 3 )

£100k - £200k ( 4 )

£50k - 100k ( 1 )

Up to £50k ( 1 )

Review

by a verified client in East Riding

a month 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! Martyn
First impression

by a VouchedFor user

4 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

5 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

5 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

Review

by a verified client in Lincolnshire

5 months ago

Overall

Advice

Service

Value

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

Circumstances in my case were slightly different, in that I was put in contact with Armstrong Watson by a previous employer to discuss new options with a final salary pension scheme. It turned out to be an excellent decision and recommendation.

How has Martyn Pottage helped you?

Martyn has been our advisor for the last couple of years or so and has been very good for us during this time. He lives not too far away and is always available to answer our questions and queries, mostly by email but he does visit annually to update our financial situation. His help and advice has been thorough and all suggestions and answers are explained in detail. Myself and my wife really appreciate his input and dedication.

Have you seen the outcome you were hoping for?

Yes, the pension funds which Martyn and Armstrong Watson oversee on our behalf have performed very well in recent times

What could they have done better?

Nothing springs to mind