Marta Daniel

Marta Daniel

Argentis Wealth Management

Marta's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 23 )

Retirement income (annuities, drawdown) ( 18 )

Investments and Savings ( 35 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 18 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 32 )

Financial Mentoring ( 6 )

Financial Coaching ( 1 )

( 1 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 10 )

£100k - £200k ( 7 )

£50k - 100k ( 2 )

Up to £50k ( 1 )

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?

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

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?

Investment

How has Marta Daniel helped you?

Sound understandable advice

Have you seen the outcome you were hoping for?

Yes

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?

Surplus funds.

How has Marta Daniel helped you?

Consistent good treatment over a long period.

Have you seen the outcome you were hoping for?

So far.

Review

by a verified client in Dorset

2 months 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

2 months 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