Marta's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 16 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 30 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 10 )
£100k - £200k ( 7 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Dorset
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous adviser's company was taken over by Marta's company.
How has Marta Daniel helped you?
Marta consolidated two separate DC pots I had into one drawdown pension (which has far exceeded expectations) Marta also gave me the confidence to venture into Stocks and Shares ISA as part of long term financial planning.
Have you seen the outcome you were hoping for?
100% -both in terms of my cautious short term drawdown and my longer term S&S ISA.
What could they have done better?
Quite honestly nothing. I feel extremely fortunate to have had several years continuity with an adviser I trust implicitly.
Review
by a verified client in Hampshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advise on how to cope with my money
How has Marta Daniel helped you?
Marta has advised me on how to release some of my funds for day to day living
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous adviser retired
How has Marta Daniel helped you?
Generally good advice on investments
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have been a client for many years - originally looked for help with my husband’s pensions
How has Marta Daniel helped you?
Marta has given very sage advice as to how to handle my financial situation several times over the last few years.
Have you seen the outcome you were hoping for?
The advice given has certainly paid off
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
GUIDENCE ON PUTTING MY SAVINGS IN A SAFE AND SECURE PLACE.
How has Marta Daniel helped you?
By giving me honest and clear advice for my future needs.
Have you seen the outcome you were hoping for?
YES.
What could they have done better?
NOTHING THAT I CAN RECALL.