Reviewed for
Insurance and Protection ( 24 )
Mortgages ( 33 )
Pensions ( 41 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 41 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 8 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 27 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 6 )
£100k - £200k ( 10 )
£50k - 100k ( 4 )
Up to £50k ( 11 )
Repeat review
by a verified client in West Sussex
8 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Jeffery helped you since your last review?
Martin has given me advice on my ISA account and savings account. Which I have sorted with my bank.
Repeat review
by a verified client in Surrey
11 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Jeffery helped you since your last review?
Martin has continued to offer me advice on the most tax efficient ways to invest money and to ensure that I’m on track to achieve my desired goals.
Repeat review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Jeffery helped you since your last review?
Martins advice and assistance remains professional since my retirement
Repeat review
by a verified client in Cambridgeshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Jeffery helped you since your last review?
Mortgage renewal and monitoring savings progress
Repeat review
by a verified client in West Sussex
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Martin Jeffery helped you since your last review?
Martin continues to provide myself & my husband with excellent advice with our pension & financial planning in retirement. We have this year consolidated all our pensions under one umbrella at Quilter & all seems to be going very well. We have discussed inheritance planning with regards to our 2 children which has been extremely helpful.