Mark's reviews

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 2 )

Pensions ( 130 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 68 )

Auto Enrolment ( 3 )

Investments and Savings ( 49 )

Pension Transfers - Non Specialist ( 33 )

Inheritance Planning ( 28 )

Long Term Care ( 11 )

Pension Transfers - Specialist ( 29 )

Financial Planning ( 29 )

Financial Mentoring ( 7 )

Financial Coaching ( 4 )

Reviewers' assets

£500k+ ( 17 )

£200k - £500k ( 32 )

£100k - £200k ( 16 )

( 1 )

Up to £50k ( 2 )

£50k - 100k ( 11 )

Repeat review

by a verified client in Leicestershire

24 days 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?

I’m always happy with the advice given by Mark

Mark:

Thank you for leaving a review, Neil
Repeat review

by a verified client in Lancashire

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 has been a great advocate regarding our current and future finances We trust his advice and try to follow all his suggestions once we have discussed our needs

Mark:

Many thanks for taking the time to leave a review, Jackie
Repeat review

by a verified client in Leicestershire

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?

I always find Marks advice helpful and reassuring,if not for him i would not have been able to retire 6 years ago

Mark:

Thanks for taking the time to leave a review, Mark
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?

My brother in law passed away and had an pension with mark Mark helped us with all the relevant paperwork Also happy to help no matter what time of day or night Mark has been a star yet again

Mark:

Thank you for your kind review, Jane
Repeat review

by a verified client in Kent

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 gives excellent service all the time. He is very knowledgeable about financial matters and keeps abreast of all the changes and impacts relevant information as they arise

Mark:

Thank you very much for your review, Christine