/Wales/Financial planner

Savvy Wealth Management

1 Parc Bryn Derwen, Llanharan, Pontyclun CF72 9TT, United Kingdom

Savvy Wealth Management
Financial planner
5
46 reviews
8 comments
Orientation directions
GHJ3+CV Pontyclun, United Kingdom
+44 1443 405583
savvywm.com
Location reporting
Claim this location
Share
Monday: 9–17
Tuesday: 9–17
Wedneasday: 9–17
Thursday: 9–17
Friday: 9–17
Saturday: Close
Sunday: Close
Write a review
Jonathan King
Jonathan King
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.
David Gill
David Gill
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.
Hayley Jones
Hayley Jones
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.
Tony T.
Tony T.
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.
Judith Evans
Judith Evans137 days ago
Found Savvy Wealth through a link on Martin Lewis money saving expert website which showed good reviews and was also local to us. We decided to give him a call as my husband had a few pensions he wanted to review. Martin was very friendly, knowledgeable and easy to talk to explaining in simple and understandable terms what changes could be made to our pensions and savings to benefit us in readiness for our retirement. We felt confident in accepting his advice and he has made the changes needed which has also been an easy process . We are happy that Martin will be monitoring our portfolio going forward which will make things easier for us and we can also view our products at any time on the Private Portal. Thanks Martin
Wendy Ismail
Wendy Ismail259 days ago
Can totally recommend Savvy Wealth Management- so helpful in ensuring I’m completely informed about my investments as well a personal, friendly service. It’s reassuring to know I can contact with any questions and get a quick response- plus no question is a silly question!
Adrian pritchard
Adrian pritchard351 days ago
Can’t thank savvy enough for the professional and friendly service they have provided for us. We highly recommend Savvy wealth management, Martins great financial advise and help has put us in great financial position for our future . thank you Martin .
Louise Johnson
Louise Johnson2 years ago
I found Savvy Wealth Management through a suggested link on Martin Lewis's website as had no experience in using a financial advisor before. Martin was very professional but down to earth. He explained how my private pensions are performing and changes that could be made to benefit me for my retirement. He also advised me on how to invest some inheritance. I am very confident that Martin has given me good advice and feel more confident about retirement!
Recommended locations