Tanya's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 13 )
Pensions ( 41 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 6 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 17 )
Financial Mentoring ( 7 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 10 )
£100k - £200k ( 5 )
Up to £50k ( 12 )
£50k - 100k ( 4 )
Review
by a verified client in Antrim
2 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
I wanted recommendations for how to get the best results for my various ISAs
How has Tanya Martin helped you?
She organised them into one fund
Have you seen the outcome you were hoping for?
After a poor beginning,the fund was changed and there was a dramatic improvement
Repeat review
by a verified client in Antrim
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Tanya Martin helped you since your last review?
Tanya has met with me face to face and explained my financial position
Review
by a verified client in Antrim
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I required professional financial advice with regard to pension & savings investment that would work to improve my finances with regard to retirement.
How has Tanya Martin helped you?
Tanya has consolidated my various pensions into a single fund & placed it with a new provider, this has resulted in more growth for my pension fund. Tanya also sourced an ISA that provides a better rate of growth for my personal savings.
Have you seen the outcome you were hoping for?
I am happy to say since I have growth in my finances compared to my previous finances.
What could they have done better?
I don’t believe anymore could be done, I have a regular review & regular updates provided as & when required.
Review
by a verified client in Antrim
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Tanya Martin helped you?
Tanya has helped to ensure that mh wife and I have received financial planning guidance since I retured. Helps with all our financial need eg investments, pension funds, mortgages
Have you seen the outcome you were hoping for?
We are seeing the return we are expecting now. Various works events have significantly impacted markets in last few years.
What could they have done better?
I don't believe anything could be done better. World events in recent years have been an issue
Repeat review
by a verified client in Antrim
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Tanya Martin helped you since your last review?
We have sorted all of my pensions into a plan that suits me, and so far everything is going the right direction. Tanya and her team are an absolute joy to deal with and have definetly helped me with my retirement plans in the near future