Mark's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 7 )
Pensions ( 90 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 49 )
Investments and Savings ( 64 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 18 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 26 )
Financial Planning ( 60 )
Financial Mentoring ( 7 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 49 )
£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 London
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Management of investments / pensions
How has Mark Finster helped you?
He has created a n investment strategy for my SIPP that has been performing strongly
Have you seen the outcome you were hoping for?
Yes, good returns outstripping inflation
What could they have done better?
Nothing obvious
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?
Investing and retirement planning.
How has Mark Finster helped you?
Mark’s investments have performed well and I have worked with him for over 20 years as a result, recommending others and also getting Helm Godfrey a significant workplace contract .
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Essex
2 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Pension required and advise after a bereavement.
How has Mark Finster helped you?
Mark Finster demonstrated his specialist knowledge by planning a high performing strategy for my retirement which is appropriate to my personal circumstances.
Have you seen the outcome you were hoping for?
Yes
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?
Retirement planning
How has Mark Finster helped you?
Mark has advised on pensions and financial planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I do not think I have any criticism
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?
I needed to pool and make sense of the various arrangements I had in place, including an old Final Salary scheme,
How has Mark Finster helped you?
Mark helped me gather thigs into one place and helped me make sense of things.
Have you seen the outcome you were hoping for?
Yes. The market goes up and down but mark can't be help accountable for that!