What our clients say about us

Senior Executive

“James Martineau has provided me and my family with calm, considered and independent financial planning advice for many years. His advice is based on a sound understanding of our financial and life goals. He and his team are down to earth, practical and a pleasure to work with. I have no qualms in recommending him to anyone who asks me where to get high quality financial planning advice.”  – AD CEO FTSE 250 company

Business owner

“As a manager and owner of several SME’s operating internationally I always held the view that building up wealth from the companies I ran was a major  part of my provision for old age. At the same time I always felt that relying solely on the final sale of either a company or indeed a property, was a high risk policy.

I have worked with James Martineau for some 25 years as my financial planner to ensure that I created and maintained other wealth so that I did not rely on the sale of my business. During that time I have found his advice, honest and effective over many years, during good and difficult times. His advice on investments and pensions in the context of my overall plan has proved extremely beneficial.

Personally I wanted long term, sensible advice from someone I could discuss things with and James has provided that admirably.”  – RD Ex SME owner

Professional

“I retain professional advisers until such time as the relationship of trust is broken.  My thirty year association with James Martineau therefore speaks for itself, especially given the complexity of the advice needed regarding my pension choices, in the context of a lifetime plan.” – EC, retired solicitor

Financially Independent

“I have particularly appreciated the continuity of advice over the last 15 or so years. We have been advised by James Martineau throughout, and this has helped us to get a good mutual understanding of our financial situation, and a good in depth understanding of our needs and aspirations “across the board”.

I also especially appreciate your excellent lifetime planning tool, which has taken much of the guess work out of forward planning, and has enabled us to make better informed planning decisions, leading to considerable extra peace of mind.” – DWT Financially Independent

Financially Independent

“I have been a client of James Martineau for many years and have found him to be most helpful at all times. Not only has he has advised me financially, but James also helped me in my role as my mother’s Attorney when she needed to go into a residential home. More recently he helped me reorganise my finances when my husband passed away.” – AH Financially Independent