Brian's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 21 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 31 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 6 )
£100k - £200k ( 1 )
Review
by a verified client in Sussex
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Downsizing
How has Brian Martin helped you?
Having downsized he advised on how best to invest in ISA's (individually) and a combined investment portfolio with Quilter. He has been most helpful in advising us of how to release finances for Private Medical payments and building improvements
Have you seen the outcome you were hoping for?
Yes, very much so.
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?
Needed help in deciding on most suitable investments for us and guidance on decisions relating to inheritance and taxation
How has Brian Martin helped you?
By providing advice and guidance on the above
Have you seen the outcome you were hoping for?
Yes happy with returns on our investments so far
What could they have done better?
Unknown
Review
by a verified client in London
a month 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
2 months 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
2 months 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.