Brian's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 19 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 29 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 5 )
Review
by a verified client in London
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited v complex parental financial affairs
How has Brian Martin helped you?
Highly approachable, expert, pragmatic,removes worrying financial responsibility from the financial novice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not clear; all v satisfactory
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on investments
How has Brian Martin helped you?
He has streamlined my portfolio and gives sound advice and support
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking professional advice for the most efficient investment of savings tailored for our individual situation.
How has Brian Martin helped you?
Brian has assessed our financial situation thoroughly and made appropriate recommendations throughout our relationship.
Have you seen the outcome you were hoping for?
Given the current state of the markets the results have been very good.
What could they have done better?
Not to my knowledge.
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to make an investment
How has Brian Martin helped you?
Brian has provided advice on IHT planning, investment risk and pension planning.
Have you seen the outcome you were hoping for?
Generally yes but changes by Governments to taxes and trade have an effect on ones plans
What could they have done better?
I am not sure maybe a crystal ball would have helped
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance acquisition
How has Brian Martin helped you?
By steering us towards safe investment
Have you seen the outcome you were hoping for?
yes