Martin Beazer

Martin Beazer

Savvy Wealth Management

Minimum savings/pensions: Over £100,000

0330 038 8941
Based in Pontyclun
View location

Verified since: May, 2017

4.9 out of 5

217 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 March 2025

    Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Martin has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 24 September 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Martin has provided information on their typical fees

    Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 35

    Positive First Impressions

    91% of users who are not yet clients had a positive first experience with Martin

    91% of VouchedFor users have had a positive (4 or 5 star) first experience with Martin (based on 35 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 March 2025

    Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Martin has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 24 September 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Martin has provided information on their typical fees

    Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 35

    Positive First Impressions

    91% of users who are not yet clients had a positive first experience with Martin

    91% of VouchedFor users have had a positive (4 or 5 star) first experience with Martin (based on 35 first impressions)

We are a partnership of Diploma qualified Financial Planners with a combined industry experience of over 40 years, providing holistic financial planning. We provide a personalised service to our clients whether Individual or Local Business, from Investments, Pensions to Inheritance Tax Planning and Family Protection. We can work with you from the comfort of your own home, our office in LLanharan, Online via Zoom/Skype or E-mail & telephone, depending on your needs and location. We offer a completely free, no obligation first meeting, where we get to know you and your circumstances a little more.

Offers available through VouchedFor

Contact Martin through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Martin's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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