Mark's reviews

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 2 )

Pensions ( 135 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 72 )

Auto Enrolment ( 3 )

Investments and Savings ( 49 )

Pension Transfers - Non Specialist ( 34 )

Inheritance Planning ( 28 )

Long Term Care ( 11 )

Pension Transfers - Specialist ( 29 )

Financial Planning ( 31 )

Financial Mentoring ( 7 )

Financial Coaching ( 6 )

Reviewers' assets

£500k+ ( 17 )

£200k - £500k ( 35 )

£100k - £200k ( 16 )

( 1 )

Up to £50k ( 2 )

£50k - 100k ( 11 )

Repeat review

by a verified client in Berkshire

a month ago

Overall

Advice

Service

Value

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

How has Mark Clinton helped you since your last review?

Mark always offers excellent advice.

Mark:

Many thanks, Mick
Repeat review

by a verified client in West Midlands

2 months ago

Overall

Advice

Service

Value

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

How has Mark Clinton helped you since your last review?

Still working to ensure I’m getting the right service and outcome for both my wife’s and my own future,

Mark:

Many thanks for leaving a review, Allan
Repeat review

by a verified client in Staffordshire

3 months ago

Overall

Advice

Service

Value

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

How has Mark Clinton helped you since your last review?

Mark has always given me sound advice, sometimes talking me down from making a mistake that I may have regretted with good sound reasoning and advice.

Mark:

Thank you for the review, Colin, take care
Repeat review

by a verified client in Lancashire

3 months ago

Overall

Advice

Service

Value

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

How has Mark Clinton helped you since your last review?

Mark has helped me prepare for my retirement financial planning.

Mark:

Many thanks for the review, Gary
Repeat review

by a verified client in Lancashire

3 months ago

Overall

Advice

Service

Value

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

How has Mark Clinton helped you since your last review?

Once again Mark has been a great source of advice and as always, it remains personal to us. Marks genuine interest in how we are now and how we want to manage our retirement is one of Marks best attributes. Thanks again Mark for your continued support.

Mark:

Many thanks for taking the time to leave a review, Debra