Testimonials

Read some of the feedback received from clients.
Martyn has always given good advice and accepted without pressuring me, my wish to move funds to St. James's Place on a gradual basis. The service has been exceptional and I would have no h...
Private Client | Director - Finance Company
Continuity of advice and support is crucial when it comes to pension and retirement planning and with Martyn, I know I have that up to retirement and beyond. He is always available whenever...
Private Client | Solicitor
Martyn Sullivan has delivered fantastic advice and service with regards to my to my personal finances. He is professional and trustworthy and I would be happy to recommend him to anyone
Private client | Sales Director, Plymouth
Martyn has given us sound and fair advice. We have found him very approachable and available at all times. He has a friendly, professional manner and we would recommend him to anyone needing his services.
Private Client | Retired, Yelverton
We have found Martyn to be very professional, dedicated, honest and very hardworking. He is also very kind and patient. He has brought us fresh ideas and explained everything clearly so tha...
Private Client | Retired, Sidmouth
Dear Mr Sullivan, I am very grateful for your after thoughts in sending the documents. It’s a pity I did not know of your group sooner. Your issue of information, attention to detail and in...
Private Client
After having had seriously poor advice from a previous financial adviser at last I am pleased to report my complete satisfaction with the professional knowledge and personable approach of M...
Private client
Since Martyn Sullivan has taken over our financial affairs we have found his advice excellent, and he is most helpful in managing our investments. He is very reliable, quick, dynamic and co...
Private client
Martyn puts his client’s interest first. He doesn't disappear over the horizon once money is invested. He always returns a call or email and maintains contact on a regular basis. Martyn nev...
Private Client
Martyn has been a breath of fresh air for me and my family. Since meeting Martyn, he has been providing regular ongoing advice that provides us with a tax efficient platform to build our we...
Private client | Director PWC
Martyn has always provided excellent service in terms of advice and responsiveness. I look forward to working with him over the coming years
Private client | Lawyer
I have found Martyn Sullivan to be approachable and diligent in the sound and trustworthy advice that he has given me. The annual review I have found to be beneficial yet if needed througho...
Private Client | Law Partner