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