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Business Overview
Location
Advisors
  • Business overview

    Our professional services

    • Financial Advice
      • Investment
        • Investing for Income
        • ISAs
        • Trusts
        • Unit Trusts
      • Pensions & Retirement
        • Annuity
        • Corporate Pensions
        • Drawdown
        • Pension Consolidation
        • Pension Review
        • Pension Transfer
        • Retirement Planning
        • SIPPs
        • Stakeholder Pensions
      • Wealth Management
        • Debt Management
        • Savings
        • Tax Planning
    • Mortgage Advice
      • Buy to Let Mortgages
        • First Time Buyers
          • Remortgage
          • Protection Advice
            • Critical Illness
              • Income Protection
                • Key Person Insurance
                  • Life Insurance
                    • Private Medical Insurance

                    Our advice methods

                    About Savvy Wealth Management Limited

                    How has Martin helped you?
                    In the very troubling times we all find ourselves at the moment, Martin has gone above and beyond the call, with regard to keeping me informed of changes regarding my investments,
                    and enlightening and advising me with regard to any plans going forward. I have total peace of mind ... this situation is not ideal, but we are all in the same boat, and I have complete
                    confidence in the person at the helm.

                    Client A

                    What were the circumstances that caused you to look for a financial adviser?
                    Initially required advice on available options to make the most of inheritance that I had been left and Martin was highly recommended by a work associate.

                    How did Martin help you?
                    Options were clearly explained which were based on my personal circumstances. Martin then put the plan into action which was dealt with very clearly and effectively.I cannot recommend
                    Martin enough; when you're given a gift such as I received, it's an anxious time deciding on how or who should manage it and this has been such a rewarding and pleasant experience.

                    Have you seen the outcome you were hoping for?
                    I can honestly say expectations have been exceeded. If I had not pursued the options Martin discussed with me I would not be benefiting from the return compared to standard savings options I may have gone for.

                    What could they have done better?
                    Hand on heart I cannot think of anything. He is friendly and professional, explanations are clear including the pros and cons you need to be aware of. He is always available via phone and email with any questions I may have and always schedules in a personal visit to discuss how the investment is performing.

                    Client B

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                  • Advisors

                    Meet the advisors

                    Martin Beazer

                    Director

                    DipFA

                  Contact Savvy Wealth Management Limited