Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 22 )

Pensions ( 9 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 13 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 5 )

£100k - £200k ( 1 )

Up to £50k ( 5 )

Client reviews

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Mark Beynon helped you since your last review?

i needed advice on my investments and the tax implications

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Middlesex

This review is a follow-up review from a client who left a review previously.

How has Mark Beynon helped you since your last review?

Helped us to secure a mortgage

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for an adviser?

reaching retirement age on two of my work pensions from previous jobs

How has Mark Beynon helped you?

reviewed what I had and whether it was best to defer taking them, transfering one of them or implimenting them.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

perhaps providing a written report of the advice rather than just a verbal one.

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Mark

Understood my requirements and provided good information.

First impression from a user who is not yet a client

December, 2018

Overall

Please provide a brief comment about your experience with Mark

Mark was very professional and friendly, happy to work around my schedule (I work outside London, and he offered to meet up after hours). At the end we only had a first appointment, as I discovered that the options open to me, pension-wise, were much more restricted than I thought, in terms of plans available. I'd be happy to use his services later on in the year, once we know where Brexit is leading us.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

I was looking for advice about a small lump sum on retirement

How has Mark Beynon helped you?

He advised a course of action and sent links to a website

Have you seen the outcome you were hoping for?

It is too soon to comment

What could they have done better?

I am content

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

I wanted advice on consolidating pensions . I also was very confused about a pension I knew I had but couldn’t find

How has Mark Beynon helped you?

He gave me advice regarding the pensions and also contacted my company who I work for and found my lost pension . He also advised on risk to attitude for any future investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of snything

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I needed a first time mortgage

How has Mark Beynon helped you?

Mark was excellent in helping me to assess the overall market and select the right mortgage for me

Have you seen the outcome you were hoping for?

Yes indeed

What could they have done better?

Nothing to add

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Mark Beynon helped you?

Mark helped me to understand my option for my various pensions, with respect to ongoing and retrospective ontributions, tax efficiency, pension transfers, nd planning for inheritance

Have you seen the outcome you were hoping for?

Mark has help me to optimise my pensions and to plan for retirement and inheritance.

What could they have done better?

Mark was extremely thorough, offering a broad array of advice

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

I am 55 and would like to buy a larger home. I need a new mortgage but my options are fewer due to my age. I needed someone who would understand my needs, knows the less-common options available, and would help me to find something realistic for me.

How has Mark Beynon helped you?

Mark listened and asked questions until he not only understood my situation, he also understood the things that are important to me and how I like to work.

Have you seen the outcome you were hoping for?

Mark was very creative and offered me a range of options, many of which I was not aware existed.

What could they have done better?

Mark and my conversations were very useful to help me understand and frame my needs. Mark could consider a pre-consultation questionnaire or help-sheet, so that I could have thought through some of the options and priorities beforehand. However, I imagine that some people may baulk at 'pre-work' so this may not be suitable for all. Just an idea.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

House purchase

How has Mark Beynon helped you?

On my first house purchase he helped me find a gaurantor mortgage. When I came to sell and buy another house I returned to Mark and he gave me very sage advice as to how to proceed and the advantages of different mortgage plans

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really, he was very good at communication and answering queries.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I needed to remortgage at the end of a fixed rate period

How has Mark Beynon helped you?

He talked me through the options and gave me clear information and advice

Have you seen the outcome you were hoping for?

yes. I have a new mortgage with a new provider

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Buying a flat, and then a house; consideration of my retirement plans.

How has Mark Beynon helped you?

Mark found me a good mortgage for two properties, each time better than I could find with my own searches. He was very responsive and efficient. He also provided me with advice regarding my retirement planning giving me a clear strategy for what to aim for and how to achieve it.

Have you seen the outcome you were hoping for?

Yes - my mortgage is very affordable and I feel secure with my pension plan.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Needed bespoke advice as to remortgaging given my age

How has Mark Beynon helped you?

Identified providers offering products exceptionally at reasonable cost

Have you seen the outcome you were hoping for?

yes

What could they have done better?

He covered all the points required and did identify a number of alternatives. He should ensure he continues to research the whole of the market as it changes as he did for me.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

remortgage

How has Mark Beynon helped you?

Mark helped me quickly find the deal that best matched my criteria (essentially lowest overall cost, for a 2 year fix). From here he made the whole process incredibly easy, dealing with pretty much everything, and contacting me only when he needed something (e.g. a signature) or to give me an update on where things were at. And when something did go wrong (the provider initially put me on the wrong rate), Mark acted swiftly to resolve it. At every stage, I found Mark to be friendly, knowledgeable and professional. I'd recommend him in a heartbeat.

Have you seen the outcome you were hoping for?

In a word: yes. I'm happy that my deal is the best/cheapest one available to me. I've also not been hit with any nasty surprises/charges, which is good, as I'm a live-in landlord and have recently extended my lease (without difficulties).

What could they have done better?

I'm really not sure. Maybe he could've cooked me dinner and done my laundry?

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

I was seeking advice on two type stuff of mortgage, one to buy a house and one to extract money from a property.

How has Mark Beynon helped you?

He helped me understand different types of mortgages, banks that would suit my requirements and most importantly, what would work best for my situation.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

new buy to let mortgage needed

How has Mark Beynon helped you?

he got us a great deal

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

October, 2015

Overall

Service

Advice

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Needed to find a mortgage as first time buyers.

How has Mark Beynon helped you?

He found us a mortgage, when we weren't in a great position to receive a great deal.

Have you seen the outcome you were hoping for?

We are now asking Mark to help secure an even better deal 3 years later.

What could they have done better?

Nothing

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Mark

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Mark

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with Mark

Mark's reply

Hi Shakeel, Thanks for the feedback. I'd like to expand on our meeting. We met up to discuss your business issues. It transpired that I wasn't the right person to speak to about this (nor any financial adviser). We did determine that you could benefit from seeing another accountant. I have duly referred you to an accountant colleague of mine.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in London

How has Mark Beynon helped you?

Makes things simple and easy to understand. Goes the extra mile.

What could they have done better?

Can't fault him

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in London

How has Mark Beynon helped you?

Diligently talked me through the mortgage application process, and did all checks. Went above service levels you would normally expect

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Kent

How has Mark Beynon helped you?

He took time to understand my requirements and how my wives arrangements could impact matters before coming up with his proposed solution, which was very good.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Kent

How has Mark Beynon helped you?

I contacted Mark to help with a mortgage when all of a sudden the deal I had thought I had arranged with a previous broker fell through! I was very anxious that I was going to lose the property. However, Mark was extremely helpful and was a great reassurance. He calmed me down and contacted all the parties involved to reassure them that the purchase would be going through. He was very polite, clearly knowledgeable and wasted no time in getting a mortgage arranged. He definitely saved my purchase and I'm extremely glad that I was referred to him.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in London

How has Mark Beynon helped you?

I have used Mark for a number of years having been let down by my previous adviser. Mark is extremely approachable, friendly and most importantly knowledgeable. He never hesitated to go above and beyond what you would normally expect and I found that his fee structure was extremely competitive for the quality of advice provided.

What could they have done better?

There really isn't anything I can think of!

First impression from a user who is not yet a client

August, 2014

Overall

Please provide a brief comment about your experience with Mark

Even though he did spend the full one hour free consultation with me I felt a lack of professionalism especially when he realized that my engagement was not going to be a long term one. He also failed to send me some information he said he would.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Mark Beynon helped you?

Excellent knowledge of the market and customer care.

What could they have done better?

There's nothing this man can't do!

First impression from a user who is not yet a client

July, 2014

Overall

Please provide a brief comment about your experience with Mark

Mark contacted me very quickly and made an appointment to come to my home. He was very friendly and helpful in providing advice and information

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Somerset

How has Mark Beynon helped you?

Mark's advice was helpful and saved me a lot of money, far more infact than his fees. I was very satisfied and Mark continued to go beyond what I had expected he would assist me with after providing the primary advice I was seeking help with.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in London

How has Mark Beynon helped you?

Mark is very customer-focused and put together a completely bespoke portfolio for me, one that was perfectly suited to my long-term goals. I asked some difficult questions, which Mark answered quickly and very satisfactorily. Particular strengths, as far as I have experienced anyway, is in providing sound financial planning, excellent insurance products and a very broad and detailed expertise in pensions offerings.

What could they have done better?

Mark has knowledge far beyond his years so my advice would be to get in an build a relationship with him as soon as possible, before he stops accepting new clients! It doesn't initially come across this way, but when you get to know him you start to realise how much of an asset Mark's knowledge is.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in London

How has Mark Beynon helped you?

gave me a full view of the mortgages available to me (all of market). Was also able to calculate which deals provided the best value. For instance when one deal offered a lower interest rate but higher upfront charges, he could tell me if it represented better value overall. Overall exceptional service.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Kent

How has Mark Beynon helped you?

I am of course a little biased perhaps as Mark is my son but when seeking advice I am not sentimental and have approached the market generally when looking for broker assistance in finding a mortgage as an investor and found mark had researched the market fully and covered all the issues especially those relating to my age and the length of mortgage term I needed. Accordingly I passed the work to him and obviously was glad to do so but he certainly won the business on merit. As a retired former solicitor I know the market well and have dealt with many financial advisors in my time and certainly know I think what I am looking for when it comes to service and have quite exacting standards.

What could they have done better?

Sometimes I had to make a number of calls to get in touch although he would always get back to me; and sometimes he would assume I think that I had understood all the details without spelling them all out when of course however experienced in their field clients may be, it is not the case that they always understand everything at first and need sometimes an explanation of what may appear to be obvious.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Middlesex

How has Mark Beynon helped you?

Always on hand to give us any advice or answer any queries we have about financial matters. Often going above and beyond to help us with documentation, research into what we need. Mark provides a speedy, impartial service and is thoroughly trustworthy.

What could they have done better?

Can't think of anything.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in London

How has Mark Beynon helped you?

I was introduced to Mark by a mutual friend and I was not disappointed. He clearly knew what he was talking about, was communicative and friendly. He clearly explained the reasons for the recommendations which gave me peace of mind. I woudn't hesiate to recommend him to anyone looking for top quality financial advise.

What could they have done better?

I think Mark could provide an even better service by contacting his clients on a more regular basis to provide a brief overview of his client's financial position.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in London

How has Mark Beynon helped you?

I have benn using Mark as my adviser for a number of years now and I could not recommend him highly enough. He is very personable, knowledgeable and patient when dealing with non financiallly minded people like me! Over the years he has provided me with an excellent service. I have never felt neglected and my financial position has improved considerably.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in London

How has Mark Beynon helped you?

Mark is very approachable and highly efficient. He is proactive without being at all pushy. I got a much better mortgage deal from him than I was able to find elsewhere, and he dealt with the application quickly and thoroughly. He also manages my savings in a fund which I could not otherwise access as a private investor, and keeps me uptodate with my investments. I feel very safe in his hands.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Leicestershire

How has Mark Beynon helped you?

Mark is extremely competent in his field. he has to be one of the most resourceful individuals i know. He can deliver at pace, that which is promised as well as advise on alternatives that are 9/10 a much better idea.