Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 1 )
Auto Enrolment ( 1 )
Investments and Savings ( 7 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Client reviews
Review from verified client
March, 2015
Overall
Advice
Service
Value
Based in Kent
How has Mark Robinson helped you?
A long term relationship means that Mark understands our needs very well and consequently always acts in our best interests. He is, we believe, both efficient and diligent.
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in West Sussex
How has Mark Robinson helped you?
Mark provides sound financial advice and executed my complex insurance and savings needs with integrity and accuracy. His advice was excellent - having been recently diagnosed with a major health condition, I can't thank Mark enough for identifying the perfect products to protect myself and my son and his continued excellent customer service means that I don't need to worry about my finacial future, because Mark has everything under control for me.
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in East Sussex
How has Mark Robinson helped you?
Mark worked hard to really understand what I was trying to achieve and created a clear road map of how to get there. I found the financial modelling/evidence based decision making useful. Marks enthusiasm and commitment in trying to get me the best solution was refreshing for this sector.
What could they have done better?
I think just a bit more timeliness with feedback would help me.
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Devon
How has Mark Robinson helped you?
Comprehensive approach to all of my financial plans now and in the future Would totally recommend Mark's services. And the fees are clearly defined and reasonable.
What could they have done better?
More tracking on the web site could be a slight improvement
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Mark Robinson helped you?
i): good listener and takes time to fully understand our hopes, wishes and requirements. ii): explains fully the services he offers, what it costs. iii): not pushy. iv): advice to date has been first class; reviews investment decisions with us.
What could they have done better?
N/A; I can think of nothing he needs to improve on comcerning us.
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Mark Robinson helped you?
Mark is very personable and easy to talk to. I am completely satisfied with all the advice that has been offered to date. I would recommend him to anyone.
What could they have done better?
Return phone calls more promptly.
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in West Sussex
How has Mark Robinson helped you?
Gives clear assessment of financial position Gives advice on possible changes to portfolio to maximise benefits and clearly explains the pros and cons of any proposed changes Takes time to understand our personal situation
What could they have done better?
Occasionally a bit slow in responding to requests for information Occasionally issues discussed and agreed at regular review meetings are not followed up unless prompted