BRC Wealth Management have only been handling our investments for the past 18 months. However, in that time they have not only shown that they are highly responsive to a vagaries of an increasingly volatile market but also strongly customer focused and responsive to our changing personal circumstances. They continue to prove worthy of our confidence in the stewardship of our funds.
Martin was introduced to me at the right time and gave me sound advice then and has continued to do so over the past ten years. There is no way I would have achieved my early retirement objective and be able to enjoy my post working years (more than comfortably) without Martins advice. For this, I am very very grateful.
Stephen & Fiona Clements
I first met Martin at a weekly networking event in 2016. Although I left the group within 12 months it was clear that when the need arose, Martin would be the person we would take advice from. Not long after we asked Martin to review our business & personal finance plans. Without Martin’s assistance I believe we would be heading for a shock when we reached retirement.
Instead we now own a lovely cottage in the Yorkshire Dales which provides a rental income and a place to recharge whenever needed. Although we were late to look at retirement planning as a project, it was the best thing we undertook. With Martin’s guidance we are now looking forward to financial security when we finally kick working into touch. I have introduced Martin to a number of my friends without any hesitation
I am pleased to be associated with Martin Baltazar, whom I first met in 2009. Martin has always given me good, sound financial advice; he knows the market place well and has guided me on several investments and taxation issues.
I am confident that Martin is well placed to give solid and beneficial financial advice to both individuals and businesses. I would not hesitate to recommend Martin to any Company Director or CEO who is serious about their companies future or their own personal finance planning.
Martin always listens really carefully to my needs and views then gives me several viable options from which to choose. He keeps me informed of useful information I might find useful between annual reviews and, if I do have a problem or a question between reviews, he answers it promptly and in detail. I am very happy to recommend him to anyone needing financial advice.
We have been impressed with Martin's service. We are confident that we are getting good retirement planning advice.
He visits us regularly and is always well prepared, delivering sensible suggestions in a very professional manner.
We would highly recommend Martin Baltazar from BRC Wealth Management, whom we have known now for more than seven years. We have used Martin’s services, expertise, and his vast knowledge within the pension provider industry, not only as our business adviser but also personally, and he has helped other family members with his excellent service.
With the expert advice he has provided we have re-invested in our pensions and consolidated them, enabling a large saving of corporation tax with obvious benefits for the business. More recently due to having enough money in our pensions, as a result of his help, we have been able to expand the business with the purchase of a new commercial property. This is another significant investment added to our pension fund.
If I could offer any advice, then it is really a ‘no brainer’ so please speak with Martin. His advice, having saved us money and gained us investments, has reassured us of a more secure future. Equally importantly reassuring our family that they will not lose out on hard earned money!
We would further add that many business owners will expect this knowledge and advice from their accountants, in most cases will not happen, as they are only experts in their own field, more historians than futurists. Pension providers like BRC Wealth have the facilities at their disposal to support their clients throughout. I have had no hesitation in recommending Martin to any of my business associates, family or friends.
Are you running your own business or are you a business executive looking to retire?
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Join us as we discuss the pitfalls of retirement and look at what strategies you can put in place to maximise your pension investment. We're running these webinars regularly and attendance is limited so that we can focus on your questions. Register now and we can send you links for our next available dates.