463 reviews | 6 verified advisers
Nothing from our perspective.
We have been connected to Martin and the Financial Company he works for over 25 years. It started out as I worked for a local Charity and this company offered the pension infrastructure. And we have seen no reason to change the relationship with Martin or the Company. I now work for a national Charity and Martin has advised us throughout that time.
Martin has made my wife and I more savvy to the importance of financial planning for our retirement. The company were also significant in advising us very early on to take out a level of critical illness cover, that was an absolute God send to us given the change to my personal circumstances. Advising us clearly on combining pensions into one investment portfolio and the power of salary sacrifice! Not sure we would be in the position we are in when we get to retirement in a couple of years without Martin's guidance.
Absolutely and then some. Martin's straightforward, pragmatic approach and the type of direct questions he ask, really work for Sue and I. We have confidence in Martin and believe that he really is looking out for us to achieve the best we can financially for our retirement. And we like him...
Daniel helps both myself and my wife.His service and advice are both welcoming and helpful
Daniel has kept me up to date with everything since arranging my workplace pensions last year. He is both professional and knowledgeable helping me with my own personal retirement goals.
Always there to give advice if and when I need it
Needed advice
Precise clear advice
Currently very positive