Savvy Wealth Management Review

I have been a client of savvy wealth management for several years and I am really happy with the advice received on insurance, pensions and investments. I also really appreciate the friendly approach and the way things are explained with no pressure and for the clients best interests. Investments recommended have performed to or better than expectations with the right risk level for my circumstances.

I would highly recommend Savvy Wealth Management due to Martins professionalism and advice.

We very pleased with everything that is being done. You are very helpful and explain everything to us. I would recommend you to all my friends and family. 10 out of 10 .. thank very much. Best regards

Can thoroughly recommend Savvy Wealth Management for helping me navigate through my pension challenges. Easy to deal with and explains everything in a clear and concise style avoiding jargon!
Responsive to messages and follow ups which is important when dealing with situations you are unfamiliar with.
Definitely worth getting in touch and starting a conversation, even better that this is a local business and you are not dealing with call centres and automated responses!

I was having difficulty in my mind if what to do with the various work place pension plans so booked a call with Martin at Savvy Wealth Management. Martin had a great understanding of the market and took my case on to join my various plans together. Martin did all the leg work and now my funds are working really well together. Very pleased with the current results and with Savvy Wealth Management.

I met with Martin Beazer, at his Pontypridd office, for a free one hour consultation to discuss my forthcoming pension and the options available to me and was immediately put at ease by his relaxed yet professional manner. By the end of the hour not only had all of my (many!) questions been answered clearly and fully but I'd also received excellent details of options available that I hadn't even considered. I would have no hesitation in recommending Savvy Wealth Management and will probably use them again in the future as my pension draws nearer. R.B Ferndale

I have used Martin at Savvy Wealth Managements services for almost 10yrs now for my mortgage, pension, life insurance and savings management and to have the services of such an established IFA is immeasurable. Martin's continuous monitoring of my portfolio gives me the assurance to get on with my life knowing he has my financial interests covered in the best means possible. Martin gives clarity and a very friendly approach to make things easily understood and transparent at every step.
Give him an opportunity to make a difference for you too you won't regret it.

Savvy helped us get our family home into a trust. Martin was extremely knowledgeable and friendly, he answered all of our questions, put our minds at ease and got everything up and running quickly. I would highly recommend them.

Martin is extremely knowledgeable and have a great understanding of the products they offer. I felt completely at ease during the whole process as Martin really took his time to explain all the benefits available from the different products, and made sure I was get the best deal.. Would highly recommend their services at Savvy Wealth.

Having known Martin for a number of years he has come to fully understand my financial requirements and is always on hand to provide excellent advice and support when needed.

I have been a client of Savvy Wealth Management for eight years and find them to be trustworthy and reliable. I have used their services when setting up a pension, re-mortgaging a property and for advice on personal saving options.

I Put my trust in Martin to look at all my pension pots I had.he went through them and tidied them up and advised me what to do next, he is always on the end of a phone for you if needed.

No regrets on moving my finances to Savvy Wealth Management.
Martin is always easy to get hold of and responds quickly and efficiently to any questions that I've had. I get regular bulletins on current financial issues and my account information is easily accessible, should I wish to take peak at what's going on from time to time.
It's a big leap to trust someone with larger amounts of your money and I have no worries whatsoever in trusting Martin to manage my funds for the foreseeable future.

Great service from this Company and from the Advisor. Certainly made me feel at ease.

I have now been with Savvy Wealth Management since early last year. They manage my pension extremely well. Martin and his company have proven to be a very professional trustworthy reliable company who move with the times by using the Personal Finance Portal so now I can see how my investments are performing.

I discovered Savvy Wealth Management in September 2016, whilst contemplating early retirement, and with the intention of consolidating several pension schemes that I have accumulated over my 45-year working career. In the last 15 months employing their services, my advisor Martin Beazer has been extremely helpful and understanding with regard to my future intentions and wishes . he has provided perfect advice, and explained all his advised plans with regard to my financial resources in a relaxed, easy to understand environment. I would certainly recommend his financial management services to anyone, without any reservations whatsoever.

Having been with this company for several years now we can honestly say that it has been one of the best decisions we have made.
Nearing retirement, my wife and I needed professional advice regarding pensions and investments and in neither have we been disappointed. The quality of service has been second to none and whenever we needed to get in touch with Savvy Wealth there has never been a problem.
Our advisor, Martin Beazer has always been on hand to give us advice and results have proved positive. We would not hesitate to recommend this company and have in actual fact already done so.

Stephen is extremely knowledgable with regard to investments and planning for your future. I reached out based on a recommendation from a well respected senior colleague and I was extremely impressed with the honest and informed service provided.

Martin at savvy wealth management helped me buy my first house, from start to finish he was amazing always in contact from first phone call to getting the keys. He was very professional and searched hard for the best deal to suit me, I would highly recommend him and will definitely be using the company again in the future.

Martin is a lovely knowledgeable person and I have entrusted all my life long private pension fund in. Very informative of the industry and a wealth of knowledge. My fund is doing better now than it would have done with my existing provider. He gives time to answer all our questions and can be contacted via messenger anytime and responds instantly. It s a big thing for me to part with money, but he is very reassuring and trustworthy. Calls around with my yearly update and explains everything I need to know. My wife has also entrusted him with a fund also. Provides email summaries of how the market is doing in this market.
Highly recommended 5

Martin offers a very clear and easy to understand way of explaining pensions and investments and how best to invest for good returns, with an emphasis on investing at a risk level you are comfortable with.

We had absolutely first class advice. They sorted all our confusing business out, and keeping us totally up to date as it went on with friendliness from start to finish. Can't reccoreco them enough

I put my trust in Savvy a few years ago upon recommendation.
I only wish this opportunity had occurred many years earlier.

I feel privileged to be a part of the Savvy family who are looking after my interests extremely well and would highly recommend them.

John Williams

Martin has helped us with all aspects of financial matters in particular, our pension pots and the investment opportunities available to us. Martin is always available and is very personable.
We would highly recommend his services.

I found Savvy Wealth Management to be very helpful and precise with advice during the whole process of arranging my financial investments.

I have now been with Savvy Wealth Management since early last year. They manage my pension extremely well. Martin and his company have proven to be a very professional trustworthy reliable company who move with the times by using the Personal Finance Portal so now I can see how my investments are performing.

I ve used Steven for years for all my investments and financial planning needs. Always very helpful, and first class service.

My wife and I had recently turned 55. My wife had recently retired and was embarking on a new business venture. I was taking a new part time job in the new year. I had a number of pensions and was looking to consolidate as well as making the best of our savings. Martin had been recommended to us by a couple of trusted friends

Martin reacted quickly, communication was good and visited us in our home. He gathered all the necessary background data he required, took it away and fully reviewed it. On his return he advised us of a number of pension and savings options. All the wheels ate now in motion that will hopefully provide the best returns, whilst considering the appropriate risks for us, possible.

We are completely satisfied with the work Martin has done for us to date. He's efficient, competent and very personable. We'd have no hesitation in recommending him to others.

Martin is personable, professional, knowledgeable and listens when you explain your situation and what you want to do. I highly recommend him.

The guys at Diligent have been very professional and communication has been second to none. They have provided our business and family with a great service, thanks.

Martin always displays professionalism whenever conducting business. He has handled my pension for many years & has always been available for advice & money management. I would never trust anyone else.

Martin has given sound advice to my wife Julie and myself for a number of years. He has always been professional and friendly. Our finances have achieved above expectations during some uncertain periods. We have changed portfolios on a number of occasions when market volatility deemed it prudent, and each time the results justify his judgement call. I see no reason not to Continue to use his services for our future needs in the years to come.
Julie and Peter Simmons

We started working with Martin about 5 years ago to help plan our retirement. He's very knoledgable and easy to work with explaining the bits we weren't familiar with.
As a result, both my wife and I have managed to retire several years before we'd planned to which we're thrilled with. This is down to Martin's advise and guidance.
We can highly recommend his services and continue to have reviews with him annually.

We have been clients of Martin's for some time now. During that time he has advised us on pensions, investments, critical illness, and savings. His advice has always been invaluable, and has been delivered in a professional manner and always easy to understand. He has a very friendly and down to earth nature, and is easy to talk to. We thoroughly recommend Martin, and wouldn't look anywhere else for financial advice.