Brian's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 14 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 20 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 3 )
Review
by a verified client in Surrey
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To rationalise my pension funds
How has Brian Martin helped you?
Ensured that my portfolio has performed well and made it clear advice that is easily understood.
Have you seen the outcome you were hoping for?
So far yes.
What could they have done better?
N/a
Review
by a verified client in Surrey
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking at investments and needed advice and guidance.
How has Brian Martin helped you?
Brian has always given me excellent advice and I trust him to have my best interests at heart. I feel comfortable with the decisions that we have made.
Have you seen the outcome you were hoping for?
Yes although you obviously have to consider fluctuating markets.
What could they have done better?
In my opinion he could not have done any better.
Review
by a verified client in Surrey
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My Husband died in Jan 2021 and as a lawyer with a degree in Maths I had trusted him to make all our large financial decisions. so I needed help. I was given Brian's name by my lawyer.
How has Brian Martin helped you?
He helped me to transfer the SIPP and ISAs I had inherited after assessing my attitude to risk, and is at present arranging the monthly drawdown I now need for living expenses.
Have you seen the outcome you were hoping for?
As yet, yes. Despite taking out a lump sum to help my son start out his business the value of my assets seemed to have recovered
What could they have done better?
Nothing that I am aware of.
Review
by a verified client in Hampshire
a month ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Transferring company pension pots
How has Brian Martin helped you?
Ongoing review of our pension pots to ensure suitability Inheritance tax advise Investment advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Perhaps regular newsletters highlighting key changes and implications resulting from Government announcements
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?
Being widowed and inheriting from wife and having large number of savings a/cs
How has Brian Martin helped you?
By invest ing for me appropriately
Have you seen the outcome you were hoping for?
So long as I am keeping up with inflation after expenses that is what I want
What could they have done better?
I don't know. Mr Martin might have worn a tie.