Mark's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 7 )
Pensions ( 83 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 17 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 26 )
Financial Planning ( 55 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 45 )
£200k - £500k ( 13 )
£100k - £200k ( 6 )
( 1 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate all my pensions into one pot
How has Mark Finster helped you?
Sound pensions , savings and investment advice
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I took VR and was looking to cash in my pension to an investment vehicle
How has Mark Finster helped you?
I have been with Mark for 10 years, he has provided good and easily understandable advice.
Have you seen the outcome you were hoping for?
Exceeded expectations
What could they have done better?
N/A
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
the need to deal with my various pensions
How has Mark Finster helped you?
helped me on various matters including my pensions
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I knew that I needed specialist advice on how to plan for retirement, and how to make any investments super-safe and grow as much as they can.
How has Mark Finster helped you?
Hugely. He has directed me to specialist mortgage arrangers, and helped me throughout my professional life to build a healthy private pension, and even provide for my daughter (who has a whopping university fund).
Have you seen the outcome you were hoping for?
Yes, absolutely.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed someone to advise on Sipp and investments
How has Mark Finster helped you?
Mark has been our financial advisor for over 25 years. He had helped us to grow our pension fund and is a trusted advisor to us.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
He couldn’t have done anything better for us.