Marta Daniel

Marta Daniel

Argentis Wealth Management

Marta's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 24 )

Retirement income (annuities, drawdown) ( 19 )

Auto Enrolment ( 1 )

Investments and Savings ( 38 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 19 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 34 )

Financial Mentoring ( 6 )

Financial Coaching ( 1 )

( 2 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 10 )

£100k - £200k ( 9 )

£50k - 100k ( 2 )

Up to £50k ( 1 )

Review

by a verified client in Dorset

4 days ago

Overall

Advice

Service

Value

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

advise on my pension

How has Marta Daniel helped you?

has given good advise

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review

by a verified client in Dorset

7 days ago

Overall

Advice

Service

Value

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

Advise as to what type of investments suit my situation.

How has Marta Daniel helped you?

By monitoring my investments and being available to answer queries. Her professional advise.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I'm happy with Marta's advise.

Review

by a verified client in Dorset

8 days ago

Overall

Advice

Service

Value

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

To invest a substantial sum wisely

How has Marta Daniel helped you?

By investing the money successfully

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Isle of Wight

a month ago

Overall

Advice

Service

Value

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

Early retirement and investment of lump sum.

How has Marta Daniel helped you?

Ongoing advise on current investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I am aware of.

Review

by a verified client in Hampshire

2 months ago

Overall

Advice

Service

Value

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

I I merited her

How has Marta Daniel helped you?

Sound advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing