Testimonials
"I have been very satisfied with the advice that you have given me and the investments that you have made on my behalf, particularly as my retirement and widowhood came in quick succession and I appreciated that a friend had advised me to talk to you. You respected my concerns and attitudes towards investments, and I now have a regular income to supplement my pension. I also appreciate that you monitor the investments and continue to advise me regarding changes when needed.
I would have no hesitation in recommending you as a Financial Adviser and particularly to people like myself who suddenly find themselves in the position of having to make decisions about their future and feel wary about who they can trust. Your advice over the past nine years has been very much appreciated."
Mrs B.M. Dorset
"I was recommended to Martin by a colleague when I was retiring in 1994. I was very impressed with his knowledge and the personal attention he showed me at the time. He carefully explained my retirement options, and invested my lump sum. My wife and I needed a tax efficient regular income, together with maintaining my original capital. Over the years Martin has been in constant touch, not only in the monitoring of our investments, but also with face-to-face meetings. We have got to know each other well, and I have recommended him to friends and family, who have also been equally pleased with him.
I am now 71, with my wife four years younger than me. I had a health worry recently which I hope is behind me. It made me think about the future.
My wife and I were able to meet Martin to ensure my arrangements were all in order. Such is the relationship with Martin that I know my wife and family would be in safe hands should anything have happened to me."
Mr. D.G. Buckinghamshire
"A few years ago I was at a crossroad in my life. Divorce and bereavement had left me property rich but cash poor. I was approaching retirement age and had no pension plan, so I needed help, fast!
My trusted solicitor introduced me to Martin, with whom he had a long-standing professional connection, and Martin gently guided me in the right direction, resulting in a safe home for my money, a good income and no hassle. We regularly review the situation and adjust things accordingly.
Martin is patient, kind and full of integrity. He’s always just a phone call away and nothing is ever too much trouble. I highly recommend him."
Mrs. A. V. C., Surrey
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