Stephen, Happily retired - Vale of Glamorgan

Client since 2017

I was at a stage in my life where I had to sort out my finances, especially my pension. So, I decided to get in touch with Sheldon to advise me on how to manage it.

He approached the task in hand in a very professional and friendly manner, explaining things at my level so it was easy to understand.

He is a very knowledgeable adviser and made sure risk levels were tailored for me. I now feel safe for the future with my finances and know my lifestyle will remain as good as it is.

I would have no problem recommending Sheldon to any of my friends or colleagues.

Sarry, Happily retired - Vale of Glamorgan

When I retired a little early from teaching, the prospect of organising my lump sum and pension was daunting. I felt to drawdown the whole amount was the best option but this involved a significant payment in taxes. Without the relevant information and understanding I would so easily make the wrong choices.

At this point I turned to Sheldon and the rest is history. After our first meeting I felt a great weight lift from me. He clearly had the knowledge I lacked and saved me from making some wrong decisions. We talked at length and he listened to my needs and opinions before coming up with a plan with which I was happy.

Sheldon is always available to answer questions and explain any queries I may have. I have felt confident to recommend him to family and friends who have also had the benefit of his services. He is calm, friendly and patient and has made my financial affairs stress free.

Daniel and Jessica, Medical Professionals – Cambridgeshire

Clients since 2018

Myself and my partner, Jess, used Sheldon Martin as our financial adviser to purchase our first home. As young professionals we were quite clueless and daunted by the prospect. There seemed a lot we did not know about and were concerned we would not get the most we could in terms of our salary and savings at the time.

Sheldon was recommended by friends who had a very good experience when he helped them buy their first home as well. I cannot thank Sheldon enough for the assistance and guidance he gave myself and Jess when we took the leap of buying our first home.

He took the time to answer our many questions patiently and inform us with an easy to understand approach. This made such a daunting process seem more manageable and gave us a feeling of feeling more in control. Most importantly he used his knowledge and expertise to help us get the most out of our money.

As young professionals we have many friends who are also looking to buy homes or want to know how best to invest their money. I always recommend Sheldon to them as I am confident, he will enable them to make the right decision and his patient and friendly manner make the process much more pleasant. I will continue to use Sheldon in any matters where I need consultation on personal financial matters.

Katie, Sales Director and Geoff, Senior Land Manager, Dorset

Clients since 2017

Financial Planning was always a minefield for me and my family, with a young family to look after we knew we needed to do it we just didn’t know where to start and which savings / investments would be right for us. Sheldon has helped massively; he works diligently on our behalf to create a plan that compliments our lifestyle and financial goals.

His responsiveness and product knowledge is second to none

For us he has made financial planning something tangible where we can already see results rather than something that is just too complicated and untouchable.

He was also instrumental in securing the mortgage for our forever home, something which we will be eternally grateful for.We would not hesitate to recommend Sheldons services.

Keng, Chartered Accountant, London

Client since 2018

It has been two years that we have worked together in providing my clients advice on auto-enrolment issues and this has been satisfactory.

From a personal front, I must say that I am equally happy for the advice and support you have given to me and my family and I will continue to recommend you and your firms services to my friends and clients. Thank you.

Jonathan, Head of Sales – Wiltshire

Client since 2015

Sheldon has been advising me and my family on numerous financial aspects with very pleasing results over the past 5 years. I find that the complexities of pensions, tax planning, insurance, mortgages and investments can all be very confusing, but Sheldon has a way of making the complex simple and explaining things to me in plain English.

During our initial discussion, he highlighted a potentially worrying aspect of our current mortgage arrangement but thanks to his expert advice, this was swiftly and promptly resolved.

At every meeting, he illustrates to me how our financial future may look via a cashflow forecast which is extremely interesting and useful to know, allowing us to make any necessary adjustments and amendments along the way.

Sheldon has brought a much greater financial confidence to my family’s future which has given me the peace of mind knowing that my finances are in safe hands, I highly recommend him to all my friends and family.

Will, Global VP of Sales and Gemma, Business Owner - Wiltshire

Client since 2018

My wife and I have been clients of Sheldons since 2017. I have gained a much better insight into how to best manage my personal finances in that time working with him than in the previous 20 years.

Thanks to Sheldons advice and services our savings investment portfolio is years ahead of where it would be if we were managing it ourselves.

I highly recommend working with Sheldon.

Barry, Business Owner - West Sussex

Client since 2016

Sheldons support and advice has been invaluable with regard to pensions schemes, compliance, insurances, mortgages, financial advice and market trends. His service is always reliable, efficient and courteous which means a lot as a busy, small business.

Whether related to Personal or Business Finance, his advice has always been trustworthy and professionally delivered in layman’s terms.

Highly recommended.