Richard's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 3 )
Pensions ( 61 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 75 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 20 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 14 )
£100k - £200k ( 10 )
( 1 )
£50k - 100k ( 7 )
Up to £50k ( 16 )
Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Saving for my retirement.
How has Richard Martin helped you?
Given sound advice and my investments have steadily increased in value.
Have you seen the outcome you were hoping for?
Most Definitely.
What could they have done better?
Not a lot in my opinion.
Review
by a verified client in West Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Two generations of family recommendations — and trust built by excellent advise and service — led to Richard being the only choice when I needed advice.
How has Richard Martin helped you?
Sound advice, friendly and professional service
Have you seen the outcome you were hoping for?
Yes — my circumstances changed very suddenly, but I couldn't have asked for any more
What could they have done better?
Very little
Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recent bereavement led to the receipt of death grant lump sum and monthly widows pensions so needed some advice in term of future planning for my own retirement and financial stability as a widow.
How has Richard Martin helped you?
Excellent advice and guidance to make sensible plans for income protection, an investment and alternative options for the widows pension to not only support me now but as I get closer to my preferred retirement age.
Have you seen the outcome you were hoping for?
Yes definitely and felt Richard quickly understood the level of risk I wanted to take in terms of my financial situation.
What could they have done better?
No changes are required to the service
Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice and planning guidance about investments.
How has Richard Martin helped you?
He has helped us get the best returns for our money without us taking too many risks.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure. We have been happy with the way our investments generally have performed.
Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For advice on my pension fund
How has Richard Martin helped you?
Helped me to understand my options and explained things clearly Responds quickly to any questions I have
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
I don’t think anything to be honest