Client stories

Daniel takes time to present the financial details in a clear and simple manner and ensures that the client understands what is being shown to them.

I can’t recommend highly enough!

Dan was extremely helpful. His straight forward and easy to understand advice allowed me to make clear choices.

Dan is not only proactive in his approach but is also very personable and makes us feel very relaxed when discussing what could be a very stressful and confusing topic. The advice given is definitely tailored to our precise circumstances, Dan got to understand us and our needs very early on in the process.

Daniel has helped me understand the mechanics of pension planning and funding of my retirement years in simple to understand, jargon free advice.

He has been a great sounding board listening to my opinion and concerns and he puts me right where I am going wrong.

Daniel has taken over our business seamlessly from his Father at MDM

and continues to offer us a friendly, professional, personal, positive and a comfortable environment to manage our current and future financial needs and aspirations, inline with reality.

I was really struggling to get my head around how to maximise my future financial security.

The advice provided was pitched at the right level for me to make an informed decision on my options and I look forward to meeting Matthew at review time.

I fully recommend him to others looking for professionally delivered financial guidance.”

I was at a stage where I knew my pension needed a top up, but I didn’t know where to start.

I needed to understand its current value and how much extra I would need to contribute to have sufficient funds to retire on. Following one consultation with Dan I felt confident in progressing my pension review with him.

Dan collated my retirement expectations and supplied a realistic manageable plan. He provides a professional and thorough service in a relaxed atmosphere. He walked me through my options, explaining the pension jargon every step of the way. I would recommend him to anyone.

I decided to transfer my company pension that I’d been a member of for 36 years.

I wanted the freedom and flexibility to control my own pension payments and also consideration for my children to be left with the remainder in the future.

The process of transferring out was daunting to me, but a colleague recommended Dan Martin. He had also used Dan as his financial adviser and was extremely happy with the service.

After being advised by Dan and having the whole process explained to me in a completely unbiased manner, with only my financial wellbeing as the upmost concern, I decided to make the pension transfer. At every step of the process I was advised and kept very well informed. The service and expertise that Dan gave me was very reassuring. I look forward with assurance to Dan’s continuing financial Advice in the future.