Martin Beazer

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement age there was a need to speak to an adviser regarding options available

How has Martin Beazer helped you?

Martin has been professional and knowledgeable and given us a better understanding of our circumstances. We would like to thank him for all the financial advice he has given us regarding our pension and investments. We would not hesitate in recommending him to anyone and have already done so.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Difficult to say as the financial markets can be unpredictable

What were the circumstances that caused you to initially look for an adviser?

My husband passed away and Martin was his Financial Adviser .

How has Martin Beazer helped you?

Martin transferred my husband's investment portfolio into my name and given me advice on how to conduct my financial affairs. He has also assisted me with setting up my power of attorneys, putting my house in trust and my last will and testament.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing at all. Martin's advice has been completely transparent and has answered my never ending questions.

What were the circumstances that caused you to initially look for an adviser?

I have been advised by Martin for many years, the most recent review was focused on retirement planning.

How has Martin Beazer helped you?

Provided clarity on managing retirement funds and the options available.

Have you seen the outcome you were hoping for?

Yes, some great options on retirement plans giving balance between fixed income and flexible draw down options.

What were the circumstances that caused you to initially look for an adviser?

A conversation with a family member

How has Martin Beazer helped you?

Found me the best deal for the money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Had funds and did not have the expertise to know what to do with them.

How has Martin Beazer helped you?

Matin has advised on Pensions, Trust Funds and investments

Have you seen the outcome you were hoping for?

Early days

What could they have done better?

Nothing specific at the moment

What were the circumstances that caused you to initially look for an adviser?

Redundancy and early retirement and pension advice

How has Martin Beazer helped you?

Martin was able provide us with excellent advice and provide us with options which best suited our situation

Have you seen the outcome you were hoping for?

Yes, Martins advice has proved invaluable to help us make numerous decisions regarding our financial affairs regarding pensions, investments and inheritance planning

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Needed professional advice regarding pension

How has Martin Beazer helped you?

Martin provided options that were available to me that I was not aware of

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing All advice provided from Martin was beneficial to me

What were the circumstances that caused you to initially look for an adviser?

Retirement planning.

How has Martin Beazer helped you?

Martin’s advice has been invaluable to me leading up to retirement. He takes time to explain everything in layman’s terms.

Have you seen the outcome you were hoping for?

I am totally satisfied with the outcome and ongoing advice.

What could they have done better?

Nothing!

What were the circumstances that caused you to initially look for an adviser?

I needed advice on retirement planning

How has Martin Beazer helped you?

He has advised me to transfer my pension to another provider with lower charges & better returns.

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

To manage my pension to ensure it worked for me. Enabled a change in career.

How has Martin Beazer helped you?

Given me my life back in essence Martin was amazingly approachable. He totally focussed on my quality of life outcome and advised without any pressure whatsoever.

Have you seen the outcome you were hoping for?

Completely

What could they have done better?

Nothing at all

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement age and was looking for independant financial advice on the best and most suitable options for my circumstances and needs.

How has Martin Beazer helped you?

Martin has arranged a draw down pension option. This suited my needs and also provided the security for my family that I was most interested in.

Have you seen the outcome you were hoping for?

I was provided with various different options and advised on the pro's and con's of each option. The option I choose, which Martin suggested has definitely been the best for myself.

What could they have done better?

Nothing to be honest.

Please provide a brief comment about your experience with Martin

Got in touch very promptly to set up an appointment. Martin is advising me regarding my retirement options & has made a good first impression.

What were the circumstances that caused you to initially look for an adviser?

Looking for a quality adviser who is willing to interact and hold conversations to explain things clearly and concisely

How has Martin Beazer helped you?

Martin has listened to my needs and I have full confidence that I am getting the best service & long term strategy to suit my needs. I feel at ease with the process and would highly recommend!

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Was of private pension access age

How has Martin Beazer helped you?

Advice on pension income drawdown. Advice on middle risk investments. Advice on a will service. Remortgaging with another provider offering fixed term lower interest rates.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement

How has Martin Beazer helped you?

Sorted out all my accounts

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

What were the circumstances that caused you to initially look for an adviser?

Pensions performance

How has Martin Beazer helped you?

Hopefully put me in the right pension fund that will grow

Have you seen the outcome you were hoping for?

Hopefully

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I not very good with money myself

How has Martin Beazer helped you?

All ways very helpful and gives good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

About my retirement and investments

How has Martin Beazer helped you?

Martin has advised me on my pension and investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing he’s been great and very helpful

What were the circumstances that caused you to initially look for an adviser?

Not getting enough return on my money where I had placed it....................thought I needed a professional to do it

How has Martin Beazer helped you?

By discussing my needs and rearranging my investments to give a much greater return

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Cant think of anything

What were the circumstances that caused you to initially look for an adviser?

I had a pension that I needed investing

How has Martin Beazer helped you?

Martin has always been open and honest, brutal sometimes but he is someone that I would trust explicitly. He has always kept me in in the loop and given me the right advice and direction. He is reliable and is always contactable when you need him. He is very knowledgable when it comes to anything finance. I highly recommend him and his company.

Have you seen the outcome you were hoping for?

Yes Martin explained all the different options to me for the best outcome of my money

What could they have done better?

Nothing he has been 100%

What were the circumstances that caused you to initially look for an adviser?

Pensions

How has Martin Beazer helped you?

Martin looks after my fund and acts when markets move

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Wanting to transfer a pension

How has Martin Beazer helped you?

Martin was honest and very professional with Advise helped us no end getting to the outcome we needed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Martin is great as said previously honest and professional with all advise given and getting the results for us as the client

What were the circumstances that caused you to initially look for an adviser?

REQUIRED FINANCIAL ADVISE

How has Martin Beazer helped you?

Advised on investments that suited, us and advised on our pensions and inheritance tax.

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

TO EALIE TO SAY

What were the circumstances that caused you to initially look for an adviser?

Coming close to retirement

How has Martin Beazer helped you?

Martin has helped in transferring an existing pension to aquire a more beneficial outcome when I'm due to retire.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think they could have done anything more as I'm approaching my final working years.

What were the circumstances that caused you to initially look for an adviser?

Other advisor was not providing good advice

How has Martin Beazer helped you?

He has transferred all my pensions ISAs helped with all my paperwork and is goin GB to re write my will

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing he has been a gentleman and extremely respectful and helpful

What were the circumstances that caused you to initially look for an adviser?

I have been with Martin for a number of years

How has Martin Beazer helped you?

Very helpful

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Martin continues to be there if I need him and he keeps a close eye on my pension investments.

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Martin has helped with advise on our retirement plans. Anytime I am struggling for help with pension or investments, he is available to chat or reply to an email. I now live 140 miles from Martin, but he is always there to support. Not only is he a knowleable Financial Advisor, but also a good friend. Thanks for another year Martin.

What were the circumstances that caused you to initially look for an adviser?

Transfer my pension

How has Martin Beazer helped you?

Investing my pension and managing my assets

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Same service as last year excellent, Martin looks after me i have no worries while being with him

What were the circumstances that caused you to initially look for an adviser?

My wife and I were coming up to retirement age and were looking for genuine helpful advice regarding savings and financial protection

How has Martin Beazer helped you?

Martin has been our guide in all things financial and his advice over the years has proved to be based on sound judgement

Have you seen the outcome you were hoping for?

In part yes but due to events out of Martin’s control ie. Brexit and the Russian invasion of Ukraine, we can only hope that things will improve

What could they have done better?

To be honest nothing at all

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Martin has always been ready with advice and explains matters in an easy manner for those of us who are clueless when it comes to our finances.

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Martin has kept me updated on the current situation with the finacial markets

What were the circumstances that caused you to initially look for an adviser?

Had more than one pension so wanted advice as to whether they needed to be merged together as am 56 and needed to review for my retirement and also had savings which were not earning anything so again needed a plan for a better return on money to plan for retirement.

How has Martin Beazer helped you?

Martin reviewed our needs and organised what needed to be done with pensions and arranged products for our savings. He was very knowledgeable and approachable and we did not feel rushed into making any decisions.

Have you seen the outcome you were hoping for?

Yes he has reviewed the pensions and savings and done some alterations to the funds to increase the returns. Hopefully in time we will see the benefits as this has only been done a few weeks ago.

What could they have done better?

Nothing that we can think of

Please provide a brief comment about your experience with Martin

Just started to work with Martin, firs5 impression was profeesi9nal.

What were the circumstances that caused you to initially look for an adviser?

I wanted investment advice regarding some pension savings

How has Martin Beazer helped you?

He has helped me choose a better investment plan for my pension.

Have you seen the outcome you were hoping for?

Too early to tell at this time.

What were the circumstances that caused you to initially look for an adviser?

Becoming a widow

How has Martin Beazer helped you?

By organising my finances so I have a fixed income and getting better interest rates on my savings

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Retirement coming closer and needed a plan having not had a clue about pensions.

How has Martin Beazer helped you?

Martin was straight up and honest about my circumstances but assured me that all can be sorted with the right investment policies out there.

Have you seen the outcome you were hoping for?

Obviously early days yet but his portfolio looks very promising.

What could they have done better?

I don't think he could have done better under the current financial climate but with his regular review on my investment I think I'm in safe hands.

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Martin has advised me on a number of matters including income protection and pension withdrawal, he's always on the end of the phone if I need him.

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Talked to Martin 3times since last review and always been more than happy with his advice

What were the circumstances that caused you to initially look for an adviser?

Lump sum

How has Martin Beazer helped you?

I needed an honest and trustworthy source of financial advice and Martin came highly recommended to me. I feel Martiin explained all my options and helped me understand what was important to me. I have come away feeling confident everything is in safe hands aswell as creating more opportunity than I would have had otherwise.

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Individual pensions not growing in value

How has Martin Beazer helped you?

Martin helped in firstly agreeing that my pensions would work better together then by doing all the leg work to bring them together.

Have you seen the outcome you were hoping for?

Yes penspn value has been growing

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Sold property and had an inheritance

How has Martin Beazer helped you?

Gave us advice and was very knowledgeable and friendly.

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing so far

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Continued support from Martin has been invaluable. Total trust is placed on his advise, and at any time we know we can rely on him. He is always available for a quick chat on the phone, but most of our communication is via email. We still regard Martin as a good friend, and have absolutely no complaints.

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Absolutely. Been brilliant at helping me get various bank accounts sorted so that they're now in one place and getting best interest possible.

What were the circumstances that caused you to initially look for an adviser?

I inherited my late husband's pension and needed advice on how to create an income from this money.

How has Martin Beazer helped you?

I was a very nervous investor but Martin was relaxed and reassuring, and definitely made me feel far more confident in the investment process. He didn't put me under any pressure and as I was unsure about the whole process, we agreed that I could invest in 2 stages so I could see the positive outcome from the first stage before continuing to invest the remainder.

Have you seen the outcome you were hoping for?

The outcome has been excellent. I have had two months' worth of healthy returns and am very pleased with the service from Martin.

What could they have done better?

I can't think of anything.

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Advice has been given by Martin regarding pension transfer which several months later has proved to be a really sound and proper decision.

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Constantly looking at our investments to maximise returns

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Same as above excellent in all his advice, would recommend him

What were the circumstances that caused you to initially look for an adviser?

Having received some inheritance, I wanted advise on how to invest it along with a review of my pensions, in order to plan effectively for my retirement.

How has Martin Beazer helped you?

Martin went through everything with me and explained the best way forward.

Have you seen the outcome you were hoping for?

As this was my second meeting with Martin, and have only just agreed to the investments suggested, I have yet to see how I will benefit. However, I am totally confident in the advice Martin gave me.

What could they have done better?

Nothing!

Please provide a brief comment about your experience with Martin

Great advice for a beginner invester/money manager. Genuine and nice approach. Answered all my questions honestly.

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Martin has kept in regular contact with us and given updates in person and via newsletters. He is consistent in his approach to our financial situation and given sound advice which has proved positive.

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

We’ve discussed my pensions with Martin on a regular basis and always felt happy with the advice he gave us.

Please provide a brief comment about your experience with Martin

Martin has been very helpful to me. He has relieved me of a lot of worry. He is easy to talk to and clearly knows his stuff. He is very good at keeping in touch too. I intend to use him on an ongoing basis, and would highly recommend him to anyone who needs help with investment and inheritance issues.

What were the circumstances that caused you to initially look for an adviser?

We required investment advice for our retirement together with advice on how to make best use of our existing pensions. Also, our parents who were elderly needed guidance on their current investments with a view to financing future care needs.

How has Martin Beazer helped you?

By explaining the options available to us, given our circumstances. Illustrated in an easily understood manner that detailed the pros and cons in each case allowing us to make informed decisions.

Have you seen the outcome you were hoping for?

Yes, we have been more than happy with the outcome.

What could they have done better?

Little if anything at all.

What were the circumstances that caused you to initially look for an adviser?

My savings just sitting in account not doing anything

How has Martin Beazer helped you?

Advised me on how to get the most out of them

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Please provide a brief comment about your experience with Martin

Martin was really helpful and easy to talk to about my concerns and goals for my future retirement. He talked through my existing pensions and explained what they meant in real terms and suggested ways of making them work better for me. We also talk about investing some inheritance and the best way of making that work for me.

What were the circumstances that caused you to initially look for an adviser?

I had pension policies all over the place

How has Martin Beazer helped you?

He moved them into one policy and a new provider

Have you seen the outcome you were hoping for?

Not yet it still ongoing.

What could they have done better?

Not a lot had problem with my current provider supplying the information he needed.

Please provide a brief comment about your experience with Martin

Martin made us feel at ease from the moment we met him and took the time to explain everything (sometimes a few times). A pleasurable experience - Thank you

Please provide a brief comment about your experience with Martin

Martin has provided me a professional and detailed report of my financial position and offered sound advice on how to manage my investments going forward. I am looking forward to Martin looking after my finances going forward.

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice and investment planning.

How has Martin Beazer helped you?

By advising us about ISA’s and pension planing along with will advise .

Have you seen the outcome you were hoping for?

In the current climate with Covid-19 the markets have been difficult but we are pleased with all he has done for us .

What could they have done better?

Nothing in the current climate with COVID-19 as it has been especially the last twelve months.

What were the circumstances that caused you to initially look for an adviser?

Money to invest. Update on current investments.

How has Martin Beazer helped you?

Always excellent advice on the best way to invest my money. Updated on current investment situation.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Help in sorting out wills and our financial circumstances after being recommended by a friend who had taken out Martin’s advice

How has Martin Beazer helped you?

He had very good patience in explaining all details of taking out a trust fund and what was a good benefit for my wife and myself.

Have you seen the outcome you were hoping for?

As we were not 100% knowing about the trust fund Martin has explained everything in detail and I believe it is an ideal situation to be in with the facts explained to us

What could they have done better?

I think he has worked out the benefit of a trust fund and we are very pleased with what he has done for us and created what we wanted

What were the circumstances that caused you to initially look for an adviser?

Dispute with previous adviser

How has Martin Beazer helped you?

Martin gave me sound advice about moving my pension to a different provider.

Have you seen the outcome you were hoping for?

Yes my pension is performing well.

What could they have done better?

Nothing. My expectations were met.

What were the circumstances that caused you to initially look for an adviser?

Due to working for a financial form, my pensions had a conflict of interest. I don’t have much idea when it comes to pensions so I called Martin for his assistance.

How has Martin Beazer helped you?

Had a look over my accounts and advised the best way would be to amalgamate all my pensions.

Have you seen the outcome you were hoping for?

Yes I have but I’ll tell you when I’m retired if I’m rich ?

What could they have done better?

Nothing! Martin and his wife have been brilliant.

Please provide a brief comment about your experience with Martin

Its very early days, we have exchanged the necessary paperwork and just waiting on pension providers to release the relevant paperwork.

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Despite trying circumstances our investments have continued to perform well and give a good return.

What were the circumstances that caused you to initially look for an adviser?

I needed advice on my pensions

How has Martin Beazer helped you?

Martin was brilliant in explaining how we could invest my pensions, in a way that I could understand. Without all the legal jargon.

Have you seen the outcome you were hoping for?

Yes. Martin is doing a brilliant job with my investments, considering what is going on with the world today.

What could they have done better?

Nothing. I am very pleased with the excellent job Martin is doing. I would recommend Martin with out hesitation, to anyone who is looking for a Financial Advisor.

What were the circumstances that caused you to initially look for an adviser?

Martin has provided me with excellent financial advice over a number of years and when I received a lump sum it was a no brainer to approach him on how to achieve the best possible returns I was looking for

How has Martin Beazer helped you?

I was looking to achieve growth on my investment which was relatively low risk and also ensuring my money could be easily accessible.

Have you seen the outcome you were hoping for?

Martin was able to provide an investment plan which provided what I needed

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Looking to get better return on a lump sum which had been in a bank account

How has Martin Beazer helped you?

Provided excellent advice on various options and choices available to me

Have you seen the outcome you were hoping for?

Yes, I am comfortable with the projected returns while understanding my investment is relatively secure and easily accessible which was important to me

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Since my last review Martin has advised me on my annual income protection policy renewal.

What were the circumstances that caused you to initially look for an adviser?

Mortgage for a new home

How has Martin Beazer helped you?

Martin advised me on the possible mortgage opportunities and obtained the best deal for myself and my situation.

Have you seen the outcome you were hoping for?

Yes, very satisfied.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I was unsure how to invest my money

How has Martin Beazer helped you?

He determined my level of tolerance to risk and then came up with suggestiond for investment

Have you seen the outcome you were hoping for?

Not yet as I have only just commissioned his services

What could they have done better?

Nothing; he provided a quick and comprehensive service

What were the circumstances that caused you to initially look for an adviser?

Money sitting in the bank doing nothing

How has Martin Beazer helped you?

Very helpful

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing

Please provide a brief comment about your experience with Martin

He was honest and helpful

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement

How has Martin Beazer helped you?

Put my pension pots in together and give us confidence in retirement

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Cannot see where he could have done better

What were the circumstances that caused you to initially look for an adviser?

I have money to invest and the banks gave me little options to get value for my money.

How has Martin Beazer helped you?

He created a savings plan with a good interest rate that was also relatively safe.

Have you seen the outcome you were hoping for?

Yes the money had done very well considering the different financial crisis.

What could they have done better?

I would like more detailed information on how my money is doing, but was due to limitations of the savings platform.

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Martin always seems to make us comfortable with our investments, always on the end of the phone for us if we need any advice

This review is a follow-up review from a client who left a review previously.

How has Martin Beazer helped you since your last review?

Martin helped us greatly so that we have been able to enjoy our retirement without financial worry.