Testimonials

“Martin reacted quickly, communication was good and visited us in our home. He gathered all the necessary background data he required, took it away and fully reviewed it. On his return he advised us of a number of pension and savings options. We are completely satisfied with the work Martin has done for us to date. He’s efficient, competent and very personable. We’d have no hesitation in recommending him to others.” – Based in Bridgend – December 2019


“We have been clients of Martin for over 2 years, we recently consulted him about a transfer of our pension funds, he, as always, was most helpful and took us through the fund he suggested. He explains things in a non jargon way and is very personable.” – Based in Rhondda Cynon Taff – October 2019


“Martin did a detailed review of our current position and future plans taking into account our preferences and over the last few years has helped get appropriate good value life insurance and critical illness cover, advised on saving investments and provided excellent pension advice. I would not have arrived at the products myself and have been fully satisfied and comfortable with the options suggested. I have always found Martin’s advice easy to understand and in our best interests.” – Based in Vale of Glamorgan – October 2019


“Martin advised us on the best way forward with our savings advising us on risk and the pros and cons of each investment. Martin did not come across as pushy and every decision we made we were happy with. There was no hidden agenda Martin was upfront about costs and fees. With Martin you feel he will look after your interests just as much as he would do if it was his own personal investments. We are happy with our choice of a financial adviser.” – Based in Rhondda Cynon Taff – June 2019


“It’s the first time that I have used a financial adviser, and I will definitely ask for Martin’s help again in the future. He achieved exactly what I asked for very quickly, and kept me up to date at every stage of the process. He took all the stress out of looking for a new mortgage.” – Based in Rhondda Cynon Taff – June 2019


“He advised us on the best path to take with regard to our poor choices in the past. Who to contact and our rights under the law. Also we had some money to invest and he laid out all the options we had available to us and gave advice on which one would suit our circumstances best. At all times he made us aware that his advice was just that and the final decision was ours but he gave us the information and the confidence to do that. At the time we were very worried but Martins easy, confident and reassuring manner together with his obvious knowledge of his profession was invaluable.” – Based in Merthyr Tydfil – March 2019

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