Testimonials
Read some of the feedback received from clients.Phil is great! Knowledgeable, approachable and family focused so it always feels like he has our best interestes at heart. We definitely recommend Marten Wealth Management.
Phil has been my St. James's Place Partner for just over three years now. I have always found him to be helpful and sincere in his financial advice and I trust him completely to give me an honest opinion as to which course of action to take. Phil and his wife Daisy make an efficient and effective te...
“We have known and used Philip Marten as our financial adviser for over 5 years and in that time he has always given us sound and trustworthy advice. With this advice it has allowed us to transform from a secure financial working lifestyle to a secure financial life of retirement. We would have...
“It is always good to have Phil come and visit. Discussing my needs and aspirations with him invariably produces what I require. If not potential options are revealed. These are usually opportunities I would not recognise. I feel confident in what he advises and the relationship between us has ...
“I have always found the service provided by Marten Wealth Management to be excellent. All my enquiries have been met with a full understanding of the products and options available to me. I have never felt pressured and have always considered any suggestions & advice to be in my best inter...
“Philip Marten has proved to be a very diligent and helpful adviser in helping me deal with my investments. He has explained everything very clearly and takes time to ensure that I understand, and am happy with, the decisions that we have reached. In particular, his long-term planning suggestio...
“Phil has always given me well considered advice on my investments, and communicated detailed information with great clarity. He responds to any queries promptly and accurately. I would not hesitate in recommending him to anyone.”
“Phil is a wonderful listener. He takes in all your information and transforms that into options that work. I have no clue about financial matters and was relieved when he made it easy and stress free. My husband and I feel very safe with our finances in Phil's hands.”
“Phil is very open and honest and has been a great help to my husband and I with our financial affairs. He never pushes and products and is able to provide an holistic approach to financial matters. I've particularly been impressed with they way he has helped take away the worry of finances and...
Phil has always provided a confident, knowledgeable and trustworthy service to help manage my financial affairs to best effect. His tailored advice is clear and where more complex issues are involved he helpfully explains them in layman's terms and provides effective recommendations for the way forw...
