Testimonials

Read some of the feedback received from clients.
Martin was extremely open and honest with us regarding our financial options, including pensions, savings and investment. He was very patience and took time to explain everything in easy to understand terms, to enable us to make informed decisions. He was professional yet down to earth. This made wh...
Anne Logsdon | Staff Nurse, Greenock
I have known Martin for over 4 years and regularly work with him on mutual clients. His attitude, work ethic and knowledge makes it easy to introduce him to my clients in relation to pensions, investments and protection. He also inspires me to up my game, due to his relentless quest to do very diffi...
Jamie Williams | Accountant
Martin has taken the time to build a relationship with not just me, but my family, ensuring that the advice is right for everyone. A great guy, sound advice, makes it easy to understand and always available.
Anthony Hanley | Vice President Enterprise Sales, Bristol
Martin Thomas has always put my interests first by giving sound and trustworthy advice. The advice and support has always been exceptional. I would not hesitate in recommending Martin to anyone.
Giovanna Viscido | Sales Manager, Aberaeron

We have been very impressed by Martin's level of service to us. Martin understands our financial situations and needs, he has always given us sound advice ,explaining everything in detail that is easy to understand.

Private Client
Martin is a man of the upmost integrity who has constantly given me wonderful support and advice. I wish everyone had this man to advise them.
Elaine Edwards | Retired, Irby, Wirral

All dealings have been conducted in a very professional manner, Martin is very focused and extremely knowledgeable in his field and offers sound advice. Always a pleasure meeting him.

Private Client

We have found Martin to be very knowledgeable and considerate to recommending products that suit are current investment needs. He has also been willing to offer financial advice when needed and we feel he is someone we can trust in this regard.

Private Client

Martin was recommended to me by a friend who had been dealing with him for some time. We arranged a meeting with Martin to discuss our financial position. I had taken early retirement and had taken a lump sum from my final salary pension so was looking for some good advice on how to invest it to ...

Private Client

Martin is prompt and efficient with any queries I have passed to him. One of his biggest assets is keeping things simple and explaining issues in a manner that is easy to understand.

Christopher Brown