What were the circumstances that caused you to initially look for an adviser?
I wanted to review multiple pensions initially

How has Martin Stone helped you?
Martin grouped the appropriate pensions to an investment platform. We agreed to leave one alone as it was beneficial

Have you seen the outcome you were hoping for?
I’m more than comfortable with the result

What could they have done better?
I don’t have any reservations regarding the service I received so I don’t think he could have done anything better

Tracy, Essex

What were the circumstances that caused you to initially look for an adviser?
New mortgages & review of existing pensions

How has Martin Stone helped you?
Martin found us great mortgage deals and also reviewed every pension we had. He offered great advice and we never felt under pressure to move our products

Have you seen the outcome you were hoping for?
Yes. Especially given the current climate we are happy with the results

What could they have done better?
No improvement as the service we receive is exactly what we were looking for

Jacqui, Hertfordshire

What were the circumstances that caused you to initially look for an adviser?
Mortgage, Insurances, Pension

How has Martin Stone helped you?
Martin has helped me with multiple mortgages, insurance and also pension plans. Each time I have received excellent advice and service, particularly most recently when needing a mortgage in some fairly difficult economic times. I find Martin and his team extremely knowledgeable , responsive and helpful. I wouldn't use anybody else for financial services I require in the future.

Have you seen the outcome you were hoping for?
Yes, very pleased with all outcomes.

What could they have done better?
Nothing

Joe, Essex

What were the circumstances that caused you to initially look for an adviser?
We needed help to find a suitable mortgage and help us plan for our retirement

How has Martin Stone helped you?
He has been able to find us suitable mortgages, insurance and advise/manage our retirement planning

Have you seen the outcome you were hoping for?
Absolutely

What could they have done better?
Honestly don't think he could have done anything better

Julia, Essex

What were the circumstances that caused you to initially look for an adviser?
My husband took voluntary redundancy, due to the pandemic.
I had been furloughed, flexi-furloughed and placed on the Job Support Scheme since March 2020, due to the pandemic.
Martin came highly recommended by someone who has used his services for years and continues to do so.

How has Martin Stone helped you?
I felt anxious about our finances and future and have never used a Financial Adviser. Martin took time to get to know us, understand our concerns and dreams for our future, prior to giving advice.
He never made us feel pressured to make decisions, he has always had time for us and never made us feel an inconvenience.
I have had years of workplace pension reviews, only to leave them more confused than when I went in. Martin has allowed me to understand my pension for the first time ever. I had beneficial options available to me that I never knew existed.

Have you seen the outcome you were hoping for?
Yes, I have got more out of Martin's service than I ever thought possible. I started the process scared for my future, but have ended up taking early retirement with my husband. Martin is now fondly known in our home as our Guardian Angel, he has impacted our lives, for the better.

What could they have done better?
In our opinion, nothing - Martin and Miles (Office Manager) have been a pleasure to deal with, they are fun and very approachable. If they advise a document will arrive on a certain date is does. If they advise a transaction will take place on a certain date, it does.
I now have a future to look forward to, not one to be scared of.
We can't recommend them enough - Outstanding service!

Linda, Essex

What were the circumstances that caused you to initially look for an adviser?
We used Martin Stone's services as we needed help with several of our financial situations such as remortgaging, and also our home and life insurances.

How has Martin Stone helped you?
Martin looked for the best deals for us and provided them promptly and professionally.

Have you seen the outcome you were hoping for?
We were very pleased with the outcome of every area in which Martin helped us.

What could they have done better?
We can't think of anything that could have been done better.

Michael, Essex

What were the circumstances that caused you to initially look for an adviser?
Moving house, hence Mortgage need and my pension was not getting the best yield with former adviser

How has Martin Stone helped you?
obtained a very competitive mortgage that was flexible and met my needs, reassigned my pension to areas of investment that have proven beneficial

Have you seen the outcome you were hoping for?
yes

What could they have done better?
not sure there is anything more..I have recommended Martin to my business and the employees, he is helping them with many areas of financial advice and planning.

Sean, Suffolk

Reviews and Ratings for Financial adviser Martin Stone, Southend-on-Sea

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