Reviewed for

Insurance and Protection ( 12 )

Mortgages ( 19 )

Pensions ( 29 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 14 )

Auto Enrolment ( 3 )

Investments and Savings ( 32 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 6 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 4 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 5 )

£100k - £200k ( 5 )

Up to £50k ( 11 )

£50k - 100k ( 5 )

Client reviews

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Mark

He never called me back

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Mark

Had a chat with mark about my pension and he was professional and gave good advice

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Mark

Very good and specific

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

been with Mark for over 15 years

How has Mark Popple helped you?

Organised our pensions and mortgages when they did it.

Have you seen the outcome you were hoping for?

yes

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Mark

The initial advice was clear and focussed.

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Mark

Very polite, friendly and informative. Explained all about my options and helped me to understand the risks with the specific policy I have. Excellent service, thank you.

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Mark

Brief but too the point , easy to talk to but gave me the professional advice I was seeking

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Mark

he was very easy to talk to and will get back to him, when i made up mind what i am going to do.

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Mark

Although the zoom connection wasn't the best at times, Mark explained everything that I needed to know.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Warwickshire

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

I was recommended Mark by a mutual friend as I was going through a divorce and needed financial advise regarding my pension.

How has Mark Popple helped you?

Mark came to the house and we chatted about my circumstances and he advised me on a number of different options, Mark is an excellent advisor and he was focused on the best out come for me and my circumstances.

Have you seen the outcome you were hoping for?

They investments are doing steady at the moment, which is great considering the global pandemic we are batteling with at the moment.

What could they have done better?

Mark could not have done more for me than he already has, even whilst I was Sheilding, he arranged a video call conference to talk through everything that was happening with the market during the 1st lockdown, and I get 3 monthly statements come through with all the information on, and I know that if I had a problem at any time I could call and if not speak to him immediately, he would call me back..

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Shropshire

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

I needed professional advice about pensions and investments.

How has Mark Popple helped you?

He assessed my attitude to risk and advised on suitable investments for my fund.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Norhing

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

we needed to maximise investment/pension income as we were approaching retirement age.

How has Mark Popple helped you?

He provided a comprehensive review of our retirement income with options to enable us to maximise same

Have you seen the outcome you were hoping for?

yes

What could they have done better?

we are happy with the advice and service that Mark has provided.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Looking to retire and need advice associated with that decision.

How has Mark Popple helped you?

Looked at all the options and mapped a way forward taking account of my circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Retirement

How has Mark Popple helped you?

Mark helped us to understand the range of financial products on the market and the most appropriate products for our aims. He explained everything in a jargon free way and there was no pressure to buy. All costs were explained clearly. We have been clients for 5 years and his ongoing advice has been invaluable. His recommendations of investments have fully met our expectations.

Have you seen the outcome you were hoping for?

Yes, inspire of stock market volatility and Covid!

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Shropshire

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

My previous adviser retired.

How has Mark Popple helped you?

Mark took over my portfolio from my previous adviser and consolidated my investments.

Have you seen the outcome you were hoping for?

Considering the economic climate since Mark took over my portfolio, I am very happy with it's performance.

What could they have done better?

I am very happy with the advise and service that Mark has provided to date.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Change of employment circumstances and investment of pension fund

How has Mark Popple helped you?

Explanation of investment options, advice on pension s.chemes, forward financial planning, family investment possibilities

Have you seen the outcome you were hoping for?

Yes so far.

What could they have done better?

Nothing really, he was very conscientious in his explanations and help and advice.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

A need to maximise investment income and approaching retirement age.

How has Mark Popple helped you?

Provided a comprehensive review of investments and retirement income.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Fully met my expectations

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

We were looking for someone we could trust and work easily with

How has Mark Popple helped you?

He advised us on specific issues, and signposted us where necessary

Have you seen the outcome you were hoping for?

Absolutely, great outcomes

What could they have done better?

Nothing could be done to make his service better

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Initially early retirement

How has Mark Popple helped you?

He took over an existing portfolio and has improved it over a number of years.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. He has improved the portfolio over a number of years and helped me a great deal when my wife died including advice with my will and power of attorney.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

looking ahead for my retirement

How has Mark Popple helped you?

excellent support in provide the information, details of two pensions well explained and generated good example/scenario for me to decide from.

Have you seen the outcome you were hoping for?

yes, in fully

What could they have done better?

no more than the services and support already received

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Early retirement with a final salary. Help was required in the best way to invest

How has Mark Popple helped you?

Mark gave us a great deal of his time ensuring the money was invested to secure our future. He was patient and understanding, explaining everything at each step of the way

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There really is nothing Mark could have done better

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Early retirement - and a final salary which we didn’t have a clue how to invest.

How has Mark Popple helped you?

Mark spent a great deal of time showing us our options and the best way forward

Have you seen the outcome you were hoping for?

To date yes

What could they have done better?

Absolutely nothing. Mark gave us 100% of his time and expertise

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Worcestershire

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

Mark supported with the company requirements for auto Enrolment.

How has Mark Popple helped you?

He has reviewed our company requirements and ensured we adhere to the regulations. He is always available for advice for the Company and employees with pension queries. Mark has also assisted me with my personal requirements for pension,insurance and protection policies.

Have you seen the outcome you were hoping for?

Yes, the arrangement we have with Mark works very well.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

I have known Mark and used his services for more than 15 years now, he has previously helped me to find the best mortgage deals and offers and more recently with investments, retirement planning and pensions.

How has Mark Popple helped you?

Mark has given detailed and expert advice in a very easy to understand way. His knowledge in this sector is immense and his personable friendly approach has made dealing with matters that are complex to me very easy. He is thorough, reliable and very methodical and his advice has always proved very valuable to us.

Have you seen the outcome you were hoping for?

I have always felt my investments were safe and that the advice given has been impartial and that my needs have been fully taken into account. During our meetings various options have been discussed and explored before any decisions have been made and I was kept informed by either email or telephone during the whole process.

What could they have done better?

I can honestly say that I couldn't make any suggestions. Mark is contactable whenever required but is not a pushy nuisance salesman. He always professional, responds in a timely manner to queries and follows through with any actions required.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Originally for a mortgage then other financial services to follow.

How has Mark Popple helped you?

Sorted out a mortgage. Looks after my pensions. Checks my finances annually.

Have you seen the outcome you were hoping for?

Finances doing well. Pensions working well.

What could they have done better?

Mark is meticulous in all his work. Excellent communication and explains every step of my finances with me. Always returns my calls and is helpful in all aspects of financial services.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

Divorce and redundancy

How has Mark Popple helped you?

Mark listened to my circumstances and tailored his advice to meet my needs.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Looking for setting up pension for my wife

How has Mark Popple helped you?

He discussed lot of options and found the product which suited us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Satisfied

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

I was coming to retirement with a lot of different types of savings. I wanted to group it together to make life easier for me and hopefully to create a better long term income. All of which i have no experience in.

How has Mark Popple helped you?

Mark was able to take all my various bits of papers, check the value of them and then find the best retirement plan for me. Being very conscientious Mark checked with me at every stage that I understood and was happy with what was going to happen with my money.

Have you seen the outcome you were hoping for?

Having only just retired I haven't seen much of his work coming through yet . But again he checked with me when the funds were due, it was the correct amount at the correct time and date.

What could they have done better?

As far as I am concerned , Mark couldn't have done any more to help, and is always at the end of a phone should I need advise.

First impression from a user who is not yet a client

December, 2015

Overall

Please provide a brief comment about your experience with Mark

It was noti I was happy with

First impression from a user who is not yet a client

August, 2015

Overall

Please provide a brief comment about your experience with Mark

As I was due to go on holiday I had a brief conversation with Mark over the telephone. He was very helpful and gave me some good advice

First impression from a user who is not yet a client

July, 2015

Overall

Please provide a brief comment about your experience with Mark

Mark rang me last weekend but so far has not followed up with anything. He did explain there would be a fee if I went through with a contract and as the fund is relatively small he may have decided not to bother. I did ask for two other FA to contact me while I was on your website - oddly both were closer to Stafford than Mark Popple but I have not heard from either. These were Steven Hendry and Richard Hollington.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Staffordshire

How has Mark Popple helped you?

Mark is always professional in his approach. Provides a full summary of what my pension is doing. Offers other various options for future planning. Gives advice in the areas which may provide alternative income streams.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Staffordshire

How has Mark Popple helped you?

Friendly and approachable and always willing to help. Explains products in ways we can undersatand!

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

Mark has been my Financial Advisor for several years now, and when my husband passed away he provided me with an excellent service, he had only been discussing my husband's pension plans with him a few days before my husband passed away and when I contacted him to tell him the news, he was on the case straight away and stopped all the procedures he had started in relation to his pensions and offered to do all the paperwork and contacting people for me so I did not have to worry about anything and then he helped me with obtaining probate. My husband had dealt with Mark for many years and I know that he was always happy with the advice and service he gave him.

What could they have done better?

I dont believe I could see what Mark could do better, he always provides an excellent service and I know he is always there if I need advice.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

Mark is extremely helpful and able to break down jargon and finance-speak so that we can make well-informed, thought through decisions. We have recommended him to many of our friends as we are confident in the advice that he gives and have never felt pressured into a decision.

What could they have done better?

n/a

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has Mark Popple helped you?

Good information gathering and comprehension of our circumstances which translates well into providing a variety of suitable products for us to consider. Mark also provides additional information regarding other options and products to consider, but at no point do you feel pressured into buying products you do not want. Mark provides a very thorough service and his experience is evident in that he is able to foresee any potential problems and delays from financial providers, ensuring he helps us to cover all bases by gathering relevant information in preparation for the provider. He is also straightforward in saying what he services he does and does not provide.

What could they have done better?

Having used services provided by Mark for several years at no point has there been an issue where we felt a better service could have been provided. He is very helpful and provides an excellent service with very good communication along the way.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

well advised in a manner that is understandable.

What could they have done better?

nothing

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Warwickshire

How has Mark Popple helped you?

No complaints about service. Advisor always explains aspects fully and in terms we can undertand

What could they have done better?

no suggestions. completely happy with service

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

Mark was recommended to us about 8 years ago. He has assisted us through several re-mortgages a house moved and two buy to let mortgages. He always provides excellent service and delivers what he promises. He gives you all the facts and options and allows you to make the choice that suits your needs.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

He does a lot of research before offering advice and explains the outcomes to us very clearly. We are therefore very happy to accept his advice and have always found that it more than meets our requirements. He is always very easy to talk to and willing to devote time to ensure the best investments for our needs.

What could they have done better?

We cannot think of anything he could do better and have already recommended him to several friends.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

Mark is a very personable and competent adviser. We are very 'safe' when it comes to financial advice and don't like taking risks. Mark was very good at understanding where we were coming from and didn't try to convince us into something we weren't comfortable about. However, he did show us all of the options so we could consider. Mark is always very accommodating when arranging visits to us. It was always at our convenience and in our home. Mark is a great advisor and I would and have recommend him to anyone.

What could they have done better?

I can't think of anything which would be of benefit to say.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Staffordshire

How has Mark Popple helped you?

I have worked with Mark for over ten years and find him extremely flexible. He always works hard to find the solution that best fits my situation. He makes suggestions and always gives the pros and cons of all products that he puts forwards. He gives unbiased advise and explains (what can sometimes be very confusing products) in a straightforward way. All in all I'm very happy with the service and wouldn't hesitate to recommend him.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Staffordshire

How has Mark Popple helped you?

Mark has given financial advice to me and my wife for the last two years following retirement from fultime employment. He is a very good listener and has explained the various processes in easy to understand detail, we have never felt under any pressure. He keeps appointments and is very easy to talk to. The financial advice he has given us to date has been good, close to his predictions and within the agreed level of risk.

What could they have done better?

It is too early to answer this question, so far Mark has done everything asked of him.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

Mark looked carefully at my financial situation and attitude to risk before giving advice . Costs were made clear and that investments could fluctuate .

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

Mark doesn't do "pushy" sale, he will take as long as long as it takes to ensure we understand the options and make an informed decision. Mark always seeks through many products and sometimes allows us to think outside of the box to ensure we get the best deal. Mark doesn't leave any stones unturned and will not shy from difficult conversation always very tactfully. His integrity is unquestionable, he is thorough and trustworthy. We highly recommend him.

What could they have done better?

We honnestly can't come up with any suggestions.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

Mark is a very approachable person, he was recommended to me 3 years ago and frankly I wish that it had been a lot earlier. Since our first meeting Mark has guided me through the complexities of Pension Planning and Investment, he has listened to my plans for retirement and in a friendly and comprehensible way he has explained the options open to me. With Mark's help and guidance I am satisfied that my pension pot is now working hard for me and I am very happy with the investment decisions that we have made. We regularly review my Pension Finances and Mark is always on hand if I need advice. In my opinion the advise that Mark has provided to me has greatly enhanced my retirement prospects and indeed has been excellent value for money.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Essex

How has Mark Popple helped you?

Mark is very thorough and acts with integrity at all times

What could they have done better?

I don't feel that Mark could improve

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

Mark is a fantastic advisor, listens carefully, explains excellently and most importantly knows what he is talking about!

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

When i first met mark i had no real knowlegde of inestment other knowing i was ready to start. Mark provided excellent guidance and advice in the investment areas I was interested in, for both short term an longer term goals. Felt very assured and confident in where my money is being saved and hope to carry on investing with mark in the future.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

I have actually relied upon Mark Popple's financial advice for many years now. Mark has a great capacity for explaining the complex world of finances in such a way so as, a) I understand them, but more importantly, b) I don't feel 'dumb' when he does it. This engenders a great deal of trust in Mark's knowledge, which I am glad to say has proven well placed over the years. There is NEVER any pushy sales pitch and NEVER any bamboozlement with techy-finance speak. Mark is always smart, personable and represents himself and the financial products he endorses, very well.

What could they have done better?

N/A

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

I have relied on Mark as my Financial Advisor for nearly 20 years and have built up a very good relationship with him. I feel that I can trust Mark's advice implicitly as Mark will not impart advice unless he has fully researched the subject and is sure he is making the right recoomendations. I have received advice on mortgages, savings, investments, pensions and health insurance and am completely happy with all the recommendations received. Mark is very diligent in keeping in touch, and we have a complete review of my financial situation twice a year, but I find that I often speak to him more frequently on general issues relating to recent developments or interesting changes to legislation that might impact my financial situation.

What could they have done better?

I don't think the service that Mark offers can be improved as he is completely professional in terms of financial advice. I even read the literature he leaves explaining how my appetite for investmentis derived!

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Mark Popple helped you?

Having known Mark professionally now for over 13 years I can vouch for his professionalism, integrity and sound knowledge and expertise. It is good to deal with someone whom I trust and who presents information in a clear and easy to understand way. His approach, although professional is comfortable and relaxed and he is always at the end of the phone for any little bits of advice. I have recommended to Mark to numerous family and friends who have gone on to also benefit from his excellent services.

What could they have done better?

I'm trying hard but can't think of anything!

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in London

How has Mark Popple helped you?

Mark guided us through the entire process in a calm, reassuring manner. As first time buyers we didn't fully understand the whole process. Mark was very clear and extremely patient and helpful in explaining what our options were, the potential risks/benefits of each choice, and he made sure we were fully aware of the implications of our decision. We had spoken to other professionals about potential mortgages but Mark was the best by a long shot. Thanks to Mark's advice we felt we had been shown and considered all options by the time we made a choice, which was the best mortgage for our situation. Mar's advice was excellent, as was his quality of service - he was amenable and responded very quickly to any questions we had (we had a lot) and he came and met and explained things to us whenever we needed him to do so - a round journey of over 200 miles for him. He saved us money - we got a mortgage that was by far better than any we had already seen - he was/is incredible value for money and I can't recommend him highly enough.

What could they have done better?

I really can't think of anything.