Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 2 )

Pensions ( 97 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 51 )

Auto Enrolment ( 3 )

Investments and Savings ( 34 )

Pension Transfers - Non Specialist ( 30 )

Inheritance Planning ( 21 )

Long Term Care ( 11 )

Pension Transfers - Specialist ( 26 )

Financial Planning ( 11 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 12 )

£200k - £500k ( 19 )

£100k - £200k ( 13 )

( 1 )

Up to £50k ( 2 )

£50k - 100k ( 10 )

Client reviews

Repeat review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Dorset

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 is always very quick and efficient to implement any actions needed and is always at the end of the phone should we need any specialist advice.

Mark's reply

Much appreciated, Nicky, take care

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in West Midlands

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 my future.

Mark's reply

Thank you Allan, take care both of you

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Lancashire

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 continues to give positive advice about my potential retirement plans.

Mark's reply

Thank you for taking the time to leave a review, Pete

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

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?

Consistent excellent service and always willing to answer my questions

Mark's reply

Hi Gary, thank you for the review. Have a great Xmas

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Staffordshire

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?

Monitoring our pensions and will planning

Mark's reply

Many thanks Paul, take care

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

I wanted a trusted, experienced provider to consolidate all my various pensions.

How has Mark Clinton helped you?

Consolidated all of my various pensions and provided advice on other financials.

Have you seen the outcome you were hoping for?

Yes, appreciating the current market influences.

What could they have done better?

Nothing.

Mark's reply

Thank you for taking the time to leave a review, Birgit, take care both of you

Repeat review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hampshire

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?

Needed to discuss with Mark other options for releasing some funds and Mark gave us the best advice so it would not impact to much on our pensions and later options.

Mark's reply

Thank you very much Chris, take care

Repeat review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Kent

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 continues to give an excellent service as per previous reviews. Last year, Mark’s advice on my mortgage was life changing for me as it helped me sort out the mortgage for my home when I thought all hope was lost. I have also in my last review been given an excel spreadsheet to list all my policies , bank statements etc so it’s all handy for my children to have the necessary information for when I pass— brilliant idea. as well as the necessity to have a power of attorney alongside my will.Mark is worth the money one pays for his services in gold. I highly recommend him

Mark's reply

Thank you for your kind review, Christine, take care

Repeat review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Northamptonshire

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?

Pension review and ongoing advice

Mark's reply

Many thanks, Neil

Repeat review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Worcestershire

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 looks at my financial position in a clear way. He goes through my financial position with a review for the previous twelve months. He gives honest views and takes into account my thoughts and guides the review well.

Mark's reply

Thank you for taking the time to leave a review, David

Repeat review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Leicestershire

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?

Just keeping me up to date with it all.

Repeat review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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 been available to answer any queries and always gets back to me very promptly. He explains things in clear language and checks out with me that what he is doing is what I want, he always has my best interests at heart.

Mark's reply

Thank for your kind review, Lesley, it's always a pleasure dealing with you

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Advice re pensions

How has Mark Clinton helped you?

Mark looked at all the various pensions I have paid and consolidated them into a pension fund.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of anything

Mark's reply

Thank you for taking the time to leave a review, Bob

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for an adviser?

I needed someone to advise me through the pitfalls of financial planning, Pensions, and general advice.

How has Mark Clinton helped you?

Mark has helped by giving sound advice when needed and has guided me through the incomprehensible (to a normal person) maze of financial planning leading up to and through retirement, He has advised against actions I would have taken that would have been a mistake for me if I had proceeded with fair and balanced argument for and against my proposed action.

Have you seen the outcome you were hoping for?

I have not become a millionaire yet, but I have achieved a good level of retirement thanks to the advice I have received and I am confident that with Marks help and advice I think that will continue to be the case.

What could they have done better?

In my opinion and circumstances Mark could not have helped more than he has, sound fair and balanced advice give every step of the way.

Mark's reply

Thank you for your kind review, Colin - take care both of you

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Lancashire

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 continues to offer sound advise on our pensions and retirement.

Mark's reply

Thanks very much Pete, speak soon

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Lancashire

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 continues to offer sound advice, Mark listens to what we are saying and makes his advice personal to us. Mark has supported us to look again at our retirement and what income we feel we would like at that point. Mark continues to be a valued support to our planning for the future.

Mark's reply

Thank you for taking the time to leave a review, Debra - take care

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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 haven't had any contact with Mark since the last review.

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hampshire

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 once again with advice on a smaller pension,patient and professional and always come away feeling confident

Mark's reply

Thank you for your kind review Gary, Happy Christmas

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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?

Asking me and wife if have sorted our power of attorney

Mark's reply

Many thanks Paul, take care

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Initially was looking for someone to complete our wills then we swapped financial advisor to Mark who helped with our pensions and financial planning.

How has Mark Clinton helped you?

Supported us with transferring our pensions to a better provider who has given us a better return for when we retire.

Have you seen the outcome you were hoping for?

Yes and has yearly meetings to review our pensions and see that they meet expectations. Feel confidence in Marks advice and trustworthy and professional.

What could they have done better?

Happy with service.

Mark's reply

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

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in East Sussex

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 an excellent service. I get an annual review but he is always available if one needs advise in between . One also gets a monthly newsletter and an update newsletter whenever there are serious changes in the financial market explaining what is happening , the impact on the financial market and what it means for one’s investment. Very helpful , educative and calming in tumultuous Financial Times especially when one does not really understand the implications of what’s going on . I highly recommend his services

Mark's reply

Many thanks for your kind review, Christine, take care

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

I had the opportunity to move my company pension to a private scheme and needed advice.

How has Mark Clinton helped you?

Mark provided the information I needed to make an informed decision and talked me through the pro's and cons of moving my funds which I chose to do, and he managed the process for me. His advice is tailored, taking into account an individual's feeling about risk taking and therefore finding the right funds, bearing in mind age and personal circumstances like when you would be looking to retire etc. Mark and his firm also provide monthly feedback on what they see in the financial climate and should there be any issues which they believe impact the schemes and therefore need review, they actively make contact to ensure I am informed and happy. We chat annually to make sure things are on track. I have been extremely confident and happy in the service provided and am extremely grateful that I found Mark at the time that I did. He also has offered advice on general savings and investments and on making a will and power of attorneys.

Have you seen the outcome you were hoping for?

Yes, as much as you can hope for an amazingly great financial outcome, realistically the markets always dictate gains and losses and whilst I may be disappointed in any particular year, my fund has increased over the years and I am happy I am on track with the funds I have invested in.

What could they have done better?

I don't feel there is anything they could have done to improve their service, for me it is absolutely enough for my needs and expectations.

Mark's reply

I really appreciate the review, Elaine, thank you and take care

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to combine my various pension pots and wanted an independent, accredited financial advisor with many years experience. That’s why I chose Mark.

How has Mark Clinton helped you?

As I have some financial background Mark was able to tune his advice to my specific needs both for my various pensions and investments. If there were any areas which I was not familiar with, Mark can explain his advice extremely well. I also appreciate that he is always available for consultation for any questions I might have.

Have you seen the outcome you were hoping for?

Yes, but undestanding the world turmoil in 2022.

What could they have done better?

Nothing, Mark is very approachable and I have much confidence in him.

Mark's reply

Thank you for taking the time to leave a review, Birgit - take care

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Leicestershire

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?

Excellent advise from Mark again this year.

Mark's reply

Thanks very much Neil, speak soon

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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 is very attentive and open to my financial circumstances and gives straightforward and clear advice. Always looking at the current situation and then giving advice and what to look for in the next 12 months. Making sure that the best tax efficient approach is advised about and the reasons beghind it.

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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?

Being there for any advice

Mark's reply

Many thanks Amanda, take care

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Needed honest pensions advice

How has Mark Clinton helped you?

I have used Mark for a number of years My experience could not of been any better,very professional and friendly. Explains clearly listens to any concerns I have, makes suggestions on what my needs are. I would have no problem with recommending mark to any one who needs pension advice.

Have you seen the outcome you were hoping for?

I think so

What could they have done better?

No sure what could be done any better.

Mark's reply

Many thanks for the review, Neil - take care

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Leicestershire

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?

Keeping an expert eye on the progress of our pensions.

Mark's reply

Many thanks for the kind review Jackie, take care

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

Too complicated for me to get my head round & needed advice.

How has Mark Clinton helped you?

Mark has explained in easy terms where best to save & sees to all the changes accordingly

Have you seen the outcome you were hoping for?

Yes

Mark's reply

Thank you very much for your kind review, Jen - take care

Repeat review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Leicestershire

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?

Always helpful, great support in reaching decisions. Very professional

Mark's reply

Thank you for your very kind review, Jeremy - take care

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I was seeking an adviser who could assist me in transferring an occupational defined benefit pension to a SIPP.

How has Mark Clinton helped you?

Mark has analysed my situation, prepared his report, made recommendations and guided me through the process.

Have you seen the outcome you were hoping for?

Yes

Mark's reply

Thank you for taking the time to leave a review, Adam

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Pension Transfer

How has Mark Clinton helped you?

Mark was able to deal with the complicated issues with my pension transfer he advised what potentially would be achievable to get the outcome I wanted but also that this may not be possible so that I was prepared .Everything was thoroughly explained.

Have you seen the outcome you were hoping for?

One very happy person when it was all agreed thanks to Mark’s hard work.

What could they have done better?

Nothing

Mark's reply

Thank you very much for leaving a review, Sue - it was a pleasure dealing with you

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I was planning to retire and had a small number of pension pots including one final salary scheme and needed advice on consolidation, annuities, drawdowns etc.

How has Mark Clinton helped you?

Presented the routes available and the pros and cons of each retirement path.

Have you seen the outcome you were hoping for?

On the basis of the advice I have now retired.

What could they have done better?

Not sure I can answer that question, they are a locally based company, that i was looking for with a balaance of online and face to face meetings that I feel comfortable with.

Mark's reply

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

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I needed professional financial advice

How has Mark Clinton helped you?

Mark has offered advice with indications of what could be available

Have you seen the outcome you were hoping for?

Not as yet

Mark's reply

Thank you for taking the time to leave a review, Clive

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

common sense and Mark was recommended to my husband and I

How has Mark Clinton helped you?

Mark is a total professional and i trust him completely. I've been though some difficult personal circumstances recently and his support has been amazing. I can't thank you enough Mark

Have you seen the outcome you were hoping for?

absolutely - i have already recommended Mark to friends and family

What could they have done better?

Nothing !!!!!

Mark's reply

Thank you very much for leaving that kind review, Juliet - take care

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Mark

Mark was professional and approachable. He provided some very useful introductory information in a way which was helpful and easy to understand.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Investment of mothers assets in a tax efficient way.

How has Mark Clinton helped you?

Set up a family trust and a second investmenr scheme

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

N/A

Mark's reply

Thank you for taking the time to leave a review, Tessa

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Mark

Courteous, considerate understanding practical advice

Mark's reply

Thank you very much for leaving a review Trevor, much appreciated

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

I had a pension 'pot' that I needed some professional advice about, such as the options available to me.

How has Mark Clinton helped you?

Mark has been great at explaining my pension options in terms that I can understand, and he has enabled me to make informed decisions without feeling patronised or an idiot! He is always available to answer any queries, and gets back to me very quickly when I email him. Any changes I want to make are implemented by Mark efficiently and quickly, and he keeps me informed at every stage.

Have you seen the outcome you were hoping for?

Yes, I am fully confident for the future that my pension is in safe hands!

What could they have done better?

I cannot think of anything that Mark could do better.

Mark's reply

Thank you so much for your kind, review, Lesley - speak soon

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I had 3 work pensions which I wanted placed into one fund.

How has Mark Clinton helped you?

Mark helped me to achieve what I wanted and has given me good support over the time I have been with him.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Mark's reply

Thank you very much for taking the time to leave a review, Bob

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Mark

My whole experience with Mark has been very positive, he has acted with the upmost integrity throughout all of our dealings. He is conscientious, accurate with information and a pleasure to deal with. He made the complicated 'uncomplicated' explaining the processes all the way through and I would thoroughly recommend him.

Mark's reply

Thank you very much for your kind words, Helen

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Mark

We are still in the Early stages however I have found him patient and informative. He has responded to any questions quickly and I feel he has been totally honest about moving forward.

Mark's reply

Thank you for leaving a review Claire, speak soon

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Mark

Mark gave me endless time, was informative and helpful throughout our conversation, on top of all this his friendly manner made everything seem a bit easier to understand. I would recommend him to anyone.

Mark's reply

That's very kind, thank you Mary

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Mark

Clear and concise. Filled me with confidence that he will act in my best interests.

Mark's reply

Thank you for leaving a review, Simon

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Mark

Explains things in very tangible terms, relevant to you.

Mark's reply

Thank you very much for your review, Carys

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Mark

Mark was recommended to us by a family friend. Since making contact he has been friendly, helpful, and efficient. We have every confidence that he will provide the information and guidance that we need.

Mark's reply

Thank you for taking the time to leave a review, Rachel

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Staffordshire

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 had in mind a plan of action that I thought was a good and sensible thing to do and I approached Mark with the full intention of carrying out my plan. Mark listened asked a few pertinent questions then explained in a sensible and simple way the pitfalls of what I intended to do and it completely changed my way of thinking. Good sound advice given in a way I could understand.

Mark's reply

Thank you very much for your kind review, Colin - take care both of you

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Manchester

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?

He’s given sound sensible advice

Mark's reply

Many thanks for the review, Peter

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Lancashire

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 continues to offer sound advise in regards to our pensions, Mark has also given us advice and guidance on retirement income and pension transfers. Mark has become a valued support in planning for our future.

Mark's reply

Thank you for taking the time to leave a review, Debra - take care both of you

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Mark

I had an initial 1 hour free chat with Mark who was professional and knowledgeable. He has not pressurised me at any point to take things further. I am naturally cautious and hesitant to take the plunge because of scammers. This is why I have read every review left on the Vouched for site (which are checked as genuine by the site). due to Covid our chat was over the phone but I would also like to meet him in person before I make such a big decision. Mark has offered to do this without hesitation, so that will be my next step. Mark was also very transparent about his fees.

Mark's reply

Thank you very much for taking the time to leave a review, Louise, take care

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I lost my job that I had had for 30 years and wanted to secure financial stability through my pension

How has Mark Clinton helped you?

He advised me on the best route to take with regards to transferring my pension to allow me to have a regular income through retirement

Have you seen the outcome you were hoping for?

Very much so yes. I can now not worry about getting a high paid job and will be comfortable with the new pension arrangements.

What could they have done better?

I dont know if anything could have been done better. At the end Mark had prepared a 46 page report which would have taken hours to prepare. He listened to all my reasons for wanting to transfer out my pension and acted on them.

Mark's reply

Thank you very much for your kind review, Chris

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Complex procedure I was unable to perform myself

How has Mark Clinton helped you?

Achieved my desired outcome for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Mark's reply

Many thanks Gary, Happy Christmas

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Dorset

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?

Gave advice on VCT products that give tax advantages.

Mark's reply

Thanks very much Mike, speak soon

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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?

Keeping a eye on my circumstances and making sure my pension will provide adequate cover into by retirement

Mark's reply

Thank you Paul, much appreciated

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Dorset

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 continued to give me an exceptional service since my last review. He ensures he understands any changes in circumstances, my hopes for retirement and my attitude to risk. He gives clear, concise advice on the most efficient way for me to invest to achieve those goals.

Mark's reply

Thank you very much Ness, take care

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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 got to know my conservative /non risk taking views, and clearly without pushing talks me through the risk levels. I feel confident in his experience and knowledge to help me make decisions.

Mark's reply

Thank you very much for taking the time to leave a review, Anita - speak soon

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Dorset

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?

We are now living in Spain and currently looking to buy a house.

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Essex

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 been available to help with any questions that may arise regarding my investment. He regularly keeps me informed with market changes and discusses accordingly.

Mark's reply

Thank you Les, I hope all is well with you

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in East Sussex

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 get an annual review which is quite detailed and in-depth.. I have also had to draw down some money on my pension due to financial problems secondary to covid affecting my work availability and hence income. Mark guided me through the whole process including advise and help to complete the form properly . When you email Mark or call and leave a message for call back , he does so quite quickly. Very knowledgeable , I have always trusted him to give best advise .

Mark's reply

Thank you very much for the review Christine, take care

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Hampshire

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?

Yes Mark has given us support with questions about saving to buy a property or getting a small mortgage which we have taken on board and has been invaluable especially in these uncertain times.

Mark's reply

Thank you Chris and Anne, take care

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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?

He has helped me with moving my cash ISA into a stocks & shares ISA.

Mark's reply

Thank you so much, Birgit - take care and speak soon

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Somerset

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?

on going support regarding pension and drawdown

Mark's reply

Thank you very much, Amanda - I hope all is well with you

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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 spent teh time to assist in all my financial matters. Explains clearly and his team are extremely helpful

Mark's reply

We very much appreciate your review David, many thanks, speak soon

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Dorset

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 kept me in the loop regarding my pension. He’s been quick and helpful at responding to me with any queries.

Mark's reply

Thank you for your kind review Tammy, much appreciated

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Lancashire

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?

Great advice regarding an old company pension, resulting in a bonus payment Happy Days

Mark's reply

Thank you Jackie for your review, see you soon

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

Opportunity to move from company pension to private pension fund and to consolidate other smaller private pension funds

How has Mark Clinton helped you?

Gave advice based on my specific circumstances explained the advantage or disadvantage of each type of scheme

Have you seen the outcome you were hoping for?

Yes, have never doubted that I made the wrong choice

What could they have done better?

Nothing, entirely happy that the advice given was right for me

Mark's reply

Thank you Elaine, take care all of you

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Northamptonshire

What were the circumstances that caused you to initially look for an adviser?

Pension information

How has Mark Clinton helped you?

Mark has looked after my pensions for a number of years, in this time I have found Mark has looked after my pensions for a number of years, I have found is advice to be honest and useful in allowing me to make choices about my pensions. Mark as also offered advice over the years on various other financial issues which as been of great help to me.

Have you seen the outcome you were hoping for?

Yes I believe it has helped put my pension in a good place

What could they have done better?

Not sure as I have no complaints

Mark's reply

Thank you very much Neil, take care and we'll catch up soon

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

Required pension advice for myself and my wife

How has Mark Clinton helped you?

Mark provided advice, transferred our pensions into SIPPs and provides on going management and fund advice.

Have you seen the outcome you were hoping for?

Mark provides regular performance updates, reviews of our circumstances / attitude to risk and makes fund recommendations. Fund performance has been satisfactory.

What could they have done better?

We have been very satisfied with Mark's service and recommendation.

Mark's reply

Much appreciated Nigel, take good care both of you

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Mark

When I rang Mark Clinton for advice on my pensions, including a complex Defined Benefit Scheme, I was surprised at how knowledgeable, honest and helpful he was. He gave his time very generously. Mark listened, which my previous 3 pension advisers had failed to do. I didn't feel rushed and he was very clear, kind and sympathetic, with my best interest at heart. He didn't make promises he couldn't keep and he was very open. I would highly recommend Mark if you are looking for pension advice.

Mark's reply

That's a very kind review, Patricia - many thanks

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

We had several pensions from past employers and did not know where to start to amalgamate them.

How has Mark Clinton helped you?

Mark was able to help us with this with clear and helpful advice. We have a annual update where we just need to know that everything is in order and we are preparing for our retirement in a safe and effective way.

Have you seen the outcome you were hoping for?

Mark has provided us with peace of mind that we will be in good place financially in the years to come. Personally, we find him very approachable, knowledgeable and nothing is too much!

What could they have done better?

Everything has been carried out to a very high standard.

Mark's reply

That's a very kind review Jackie, many thanks

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

I had a private pension in a legacy account that wasn’t performing very well. I needed advice on what types of investments were available at the time to accelerate growth before retirement.

How has Mark Clinton helped you?

Mark and his firm helped me find better performing funds and these have lived up to expectations.

Have you seen the outcome you were hoping for?

Yes, and in some instances they have been exceeded.

What could they have done better?

Nothing

Mark's reply

Thank you very much Terry, take care

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

I wasn’t happy with my previous financial advisers.

How has Mark Clinton helped you?

Mark has looked after my pension for a number of years now and always gives clear and friendly advise.

Have you seen the outcome you were hoping for?

My pension has grown more with Mark than with any other previous financial adviser I have used.

Mark's reply

Thank you Neil, I really appreciate you leaving a review

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

Had a number of legacy pensions that needed reviewing and merging

How has Mark Clinton helped you?

Reviewed all my pensions, established which were viable for merging / moving but also advised on which one's to leave in place. He' salso been an excellent sounding board when I needed clarification or help in aligning my thinking. He hasn't advised but explains the differing options available to me, potential risks or benefits and clearly answers my questions

Have you seen the outcome you were hoping for?

Very much so. My portfolio has grown demonstrably and is easy to review and understand growth.

What could they have done better?

Nothing. Really please with Mark's service over the past 8 years

Mark's reply

Thanks for leaving a review Jeremy, it's much appreciated

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

What to do with savings & investments to be of the most gain to myself.

How has Mark Clinton helped you?

By suggesting where to move move savings too, the risk factors of different schemes and to take it all under one roof.

Have you seen the outcome you were hoping for?

Very much so.

Mark's reply

Thank you Jen, I appreciate you leaving a review. Take good care

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Due to a change in circumstances, I needed to maximise my various pensions.

How has Mark Clinton helped you?

Mark, took the time to fully understand my situation. He helped me understand the variety of options that were available to me in a way that encourage’d me to ask questions that furthered my understanding of the financial world. I really appreciated the time spent on understanding my view of risk. Mark prepared the documentation for my specialist pension transfer in a timely manner and it progressed smoothly. I found Marks honesty in our discussions really refreshing, which has built a firm financial relationship. It’s great to have someone on the end of a phone when you have questions, this I have found really supportive during the last 2 years with Brexit and the pandemic.

Have you seen the outcome you were hoping for?

My investments have grown over the last 2 years in line with what I hoped for. More importantly It was not just a one off business transaction, Mark continues to advice me. The turbulent financial time we live in means it’s more important to have a specialist in your corner.

What could they have done better?

Really happy with the level of service I have received.

Mark's reply

Thanks very much for taking the time to leave a detailed review, Andre, speak soon

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Mark

A very friendly first contact, answered our questions and added additional information, which gave us a brief with regards to what decisions to make, with no commitment on our part to use a financial advisor, we had a very pleasant experience

Mark's reply

Thank you very much Wayne, I look forward to working with you both

First impression from a user who is not yet a client

July, 2021

Overall

Please provide a brief comment about your experience with Mark

He called me really promptly, was very helpful and informative on phone, while being friendly. yet to call him back with further questions, which he has said i can do. the delay is mind due to circumstances on sure at the moment.

Mark's reply

Thank you very much for taking the time to leave a review, Deanna

First impression from a user who is not yet a client

July, 2021

Overall

Please provide a brief comment about your experience with Mark

Informative and very patient,Mark encouraged me to ask questions and explained everything to me in a format I understood which enhanced the service I received from him.

Mark's reply

Thank you for taking the time to leave a review, Gary - speak soon

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Mark

Mark Clinton has been absolutely amazing at tailoring his financial advice to my needs. He gave me fantastic guidance as to how I could invest my money without putting any pressure on me to commit. Mark explained his decisions to me very clearly. He also helped me when things did not go quite according to plan which was my fault. All is sorted out now. Mark is a very great asset to Clinton Kennard.

Mark's reply

That's very kind, Hilary, we really appreciate your review

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Mark

Contacted Mark with regard to a pension from an old employer which had been frozen and a current pension with new employer. The service offered by Mark is first class, he explains everything in a way that can be understood in a polite and courteous manner. Would recommend Mark to anybody needing help or guidance with a pension.

Mark's reply

That's much appreciated Simon, thank you and best wishes

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Mark

Mark put me at ease straight away in our initial conversations about my pension options. He made everything clear to me and easy to understand with step by step guidance and information. He is clearly very experienced in his field which I've found very reassuring.

Mark's reply

Thank you for your kind review, Andrew - speak soon

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Mark

A fantastic and very professional service. Never had to chase for answers they were always there. So very helpful. Highly recommend.

Mark's reply

Thank you very much for leaving a review, Robin, best wishes

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Mark

Mark explained everything clearly which enabled me to better understand what, for me, always seemed very complicated. This made me feel more at ease so with the process.

Mark's reply

Thank you very much Mark, take care and we'll speak soon

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Mark

Mark has been very clear with the services he provides and the pros and cons of moving a pension. I was explained all the risks and what all the services would cost.

Mark's reply

Thanks very much for the review Chris, speak soon

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Mark

Mark was very helpful and honest with his advice. Would have no hesitation recommending him

Mark's reply

Thank you Sue, best wishes to you both

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Mark

Mark has completely demystified the world of pensions for me. Helped us to be engaged in our planning for the future.

Mark's reply

Thank you very much for taking the time to leave a review Geinor, best wishes

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I had a personal pension and a few company pensions which were not working for me. I needed a financial adviser. I did some research and spoke to Mark Clinton.

How has Mark Clinton helped you?

We discussed my options and decided to amalgamate some of my small pensions into one investment, which has been very profitable. When my private pension became available at maturity I also put this in my investment fund.

Have you seen the outcome you were hoping for?

I have always understood that investment is a risky business but have been please with how my investment has preformed even in difficult times.

What could they have done better?

Nothing, advise is exactly what it says . Mark is helpful but I make my own decisions and his advice has for me always payed off.

Mark's reply

Thank you very much for the review Trevor, take good care both of you

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Moving pension from final salary scheme.

How has Mark Clinton helped you?

Full financial Review then completed the transfer of my pension.

Have you seen the outcome you were hoping for?

Yes

Mark's reply

Thank you very for taking the time to leave a review, Martin

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Required financial advice regarding my private pension.

How has Mark Clinton helped you?

Having spoken to 3 different advisors, Mark provided me with the most confidence. He understood my personal circumstances, spoke to me as a real person - not just about my money and provided me with options and reassurance for my future.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing. Great service which I have complete confidence in.

Mark's reply

Thank you very much for your kind review, Pam

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed advise on what to do with the three pensions that I had paid in to during my working life.

How has Mark Clinton helped you?

Mark gave me very good advise on how to get the best out of the three pension funds that I had paid into during my working life. He arranged for the funds to be drawn down and set up a pension fund with Old Mutual.

Have you seen the outcome you were hoping for?

The Fund is preforming very well and I am happy with the advice I received.

What could they have done better?

Nothing

Mark's reply

Thank you for taking the time to leave such a kind review, Bob - take care

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Needed help with my pension

How has Mark Clinton helped you?

Advised me in layman’s terms the options I had leaving the final decisions to myself

Have you seen the outcome you were hoping for?

It’s an ongoing thing and I’m very happy so far

What could they have done better?

Nothing really

Mark's reply

Many thanks for leaving a review Mark, have a great Bank Holiday weekend

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Mark

Professional and personal, perfect.

Mark's reply

Thanks very much for taking the time to leave a review, David, it's much appreciated

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement and needed trusted advisor to propose and manage funds to match retirement expectations.

How has Mark Clinton helped you?

Investment and retirement plans. Annual reviews

Have you seen the outcome you were hoping for?

Outcomr has been in line with agreed expectations

What could they have done better?

To date Mark has provided everything required

Mark's reply

Thank you Richard, best wishes for 2021, a big year for you!

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

For pension planning

How has Mark Clinton helped you?

Mark helped us most by taking an impartial overview of all our finances helping us plan for our future retirement

Have you seen the outcome you were hoping for?

Completely yes. Mark has given us future projections for a variety of situations which has helped give us the confidence to make difficult decisions

Mark's reply

Thank you Nicky, I really appreciate you taking the time to leave a review. Take care both of you

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

We needed help to know what was on the market and someone who spoke in terms we could understand about what to do with various pensions that had been taken out over the years.

How has Mark Clinton helped you?

He has been available to speak to and if not at the time we tried he got back to us quickly. Made sure we understood what he was saying.

Have you seen the outcome you were hoping for?

Yes, we think we have.

What could they have done better?

Nothing that we know of.

Mark's reply

Thank you very much Barbara, take care both of you

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

I received a lump sum death in service payment from my husband's employers and wanted help to manage this money wisely.

How has Mark Clinton helped you?

He listened to my wish to 'protect' my money as best as possible to ensure that it offered me and my family better financial prospects for the future. He offered sound advice, assessed the level of risk taking well, and did not force me to agree to any recommendations. Everything has been carefully explained, I receive regular updates, have a yearly face to face review and feel supported throughout.

Have you seen the outcome you were hoping for?

I am pleased that my investments have reaped rewards so far. I feel listened to, I understand the levels of risks and am confident that my money is being managed well.

What could they have done better?

Nothing. I have been happy with the service to date.

Mark's reply

Thank you very much for leaving a review Natalie, best wishes to all of you

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in West Midlands

What were the circumstances that caused you to initially look for an adviser?

Wether it was advisable to amalgamate my various small pensions, and the best places to put them.

How has Mark Clinton helped you?

His advice was very helpful, not at all pushy , gave me the information I required to make the considered choices.

Have you seen the outcome you were hoping for?

Yes, considering events of last few years,I’ve still come out on top.

What could they have done better?

Nothing, only a phone call away, and extremely helpful for any advice.

Mark's reply

Thank you very much Allan, I really appreciate your comments, take care both of you

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

I had various pension pots that I needed wanted to be combined into a single place.

How has Mark Clinton helped you?

Mark looked at all of my pension funds and schemes that I had been a member of over the years and offered clear, unambiguous advice on choices available to me for consolidating my pension savings. All his advice is always careful to balance potential benefits against risk when considering how to invest my pension savings. He was clear on explaining his relationship with the investment funds that he uses and on how his fees are calculated and charged. Once I agreed to engage him, he did all the donkey work to transfer my pension assets into a consolidated fund.

Have you seen the outcome you were hoping for?

I am delighted. He is always available to discuss my pension fund and offer advice at no extra cost. Plus he makes sure that we have a conversation about my pension investment at least one a year.

What could they have done better?

I cant think of anything that I have found lacking.

Mark's reply

Thank you Mick, I really appreciate you taking the time to leave a review

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Mark

Mark gave me clear guidance on the relevant topics taking into consideration how they applied to my specific circumstances.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I had neglected my finances for years and had multiple small pensions which weren't growing.

How has Mark Clinton helped you?

Mark talked me through my options in a way that was understandable and non-overwhelming. He showed knowledge and took into account my personal circumstances so I could be confident my decisions were based on the best information for me.

Have you seen the outcome you were hoping for?

Yes. I am no longer scared of finances and despite the current challenging financial environment, I am seeing positive outcomes.

What could they have done better?

I can't think of anything.

Mark's reply

Thank you very much Clare for your kind review

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Frozen pensions

How has Mark Clinton helped you?

Put them together

Have you seen the outcome you were hoping for?

Yes, making money from them

What could they have done better?

Happy with everything

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for an adviser?

I had a few small pensions on the go and I was was unsure of the best way to amalgamate them and invest to achieve a good result.

How has Mark Clinton helped you?

Mark sat down with me at my home, went through thoroughly what I wanted from any investment, what my expectations were in the long term and short term and came up with suggestions for me to consider.

Have you seen the outcome you were hoping for?

The outcome so far has been very good with the advice he has given has seen my investment do very well considering that COVID has had a devastating effect on the economy. He is always willing to talk to you if you have a question, just email him and he always gets back to you.

What could they have done better?

To be honest I don't think in my circumstances Mark could have done anything better his advice has been good throughout our financial relationship.

Mark's reply

I really appreciate you taking the time to write such a detailed review, Colin. Take care both of you

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I was looking for a way to invest my many work pensions and i needed advice for which Mark has been a tremendous help

How has Mark Clinton helped you?

Mark came to my house and listened to my dilemas and then gave me various choices and advice help and advice.

Have you seen the outcome you were hoping for?

yes despite recent market fluctuations my pension has performed better than expected in Mark's hands.

What could they have done better?

In my opinion i am very happy with the high level of advice and professional service that Mark has provided,

Mark's reply

Thanks very much for taking the time to leave a review, Gary

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Mark

In my initial discussions with Mark he has been very clear and concise on the services he can offer and potential costs involved.

Mark's reply

Thanks for taking the time to leave a review Pete, take care

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

We had frozen pensions that we did not know what to do with. Mark was recommended to us for expert pension advice by our mortgage advisor.

How has Mark Clinton helped you?

Mark looked at the pensions we had and advised on what we could do to make the frozen pensions work for us.

Have you seen the outcome you were hoping for?

Absolutely and more.

What could they have done better?

I cannot see anything Mark could have done better, his advice has been consistent and honest in the time we have been with him.

Mark's reply

Thank you very much Debra, your review is much appreciated, take care and stay safe

First impression from a user who is not yet a client

December, 2020

Overall

Please provide a brief comment about your experience with Mark

On our initial call Mark listened carefully to my current financial position and personal aspirations for the future. Mark was clear in how his services might help me achieve my objectives whilst clearly outlining the parameters and regulations within which he has to operate on my behalf.

Mark's reply

Thank you for taking the time to leave a 'first impression' review Pete, much appreciated

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

After divorce I had a pension that needed to be invested I didn’t know anything about what to do

How has Mark Clinton helped you?

Mark explained everything in terms I understood he has been on call at any time I have had a question and without fail Mark calls every year to go through my statements and if there is anything I would like to change. Mark has also helped and sorted out my will, I have no hesitation in recommending Mark

Have you seen the outcome you were hoping for?

Yes

Mark's reply

Thank you for kindly taking the time to leave a review, Lisa

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Mark

Mark was easy to talk to and he was frank. He sounds like a good experienced and knowledgeable advisor.

Mark's reply

Thank you for taking the time to add a review, Ajay

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Bristol

What were the circumstances that caused you to initially look for an adviser?

I initially needed advice to merge several small pensions together and ensure they would deliver what I needed in the future

How has Mark Clinton helped you?

By providing a good service to allow me to better understand what I could expect when I retire

Have you seen the outcome you were hoping for?

To date, yes even in the current challenging and unpredictable times

What could they have done better?

Not sure, perhaps a form of video contact, ever more popular now, as opposed to phone discussion might be useful.

Mark's reply

Thank you for the review, Rob

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

Parents needed their finances sorted

How has Mark Clinton helped you?

He advised them what he thought they should do with their money to work better for them

Have you seen the outcome you were hoping for?

Yes Definitely

What could they have done better?

N/a

Mark's reply

That's very kind, Jane, thank you

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Someone to help draft our wills and previously to transfer a pension.

How has Mark Clinton helped you?

Great advice on the wills, savings and most things financial, Mark is always willing to give advice where he can and goes out of his way to help or point in the right direction if more specialised help is required.

Have you seen the outcome you were hoping for?

yes.

Mark's reply

Many thanks for the review, Mike

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for an adviser?

too many small pensions Mark help me to put them together

How has Mark Clinton helped you?

He has helped me through some wild years and my pension to grow and thrive

Have you seen the outcome you were hoping for?

we are hopefully on the way to secured a sensible and secure retirement

What could they have done better?

Magic my money in to a million pounds lol

Mark's reply

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

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Mark has advised me on my pension for many years.

How has Mark Clinton helped you?

Mark reviews and advises on investment decisions for my pensions each year.

Have you seen the outcome you were hoping for?

Exceptional advise, clear, concise, honest. I have seen great results in my pension growth based on the advise Mark has given me. He has also advised me in maximizing my contributions to achieve the most tax efficient position.

What could they have done better?

Nothing

Mark's reply

Thank you very much, Vanessa

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

Seeking the best professional advice on investment for my pension to ensure maximum and secure income return for planned early retirement

How has Mark Clinton helped you?

Mark gave informed choices on all investments and potential returns. Responded to all queries with sound advice and support. Maintained contact and provided updates on a regular basis ensuring I was fully up to date with my investment and pension growth.

Have you seen the outcome you were hoping for?

Due to Marks thorough and professional support I am more than happy with the outcome I was hoping for.

What could they have done better?

There is nothing that Mark could have done any better. He has and continues to go above and beyond to give the best service possible.

Mark's reply

Many thanks Mark, enjoy the sun!

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I wanted my pension managed by a company that is responsible & reliable

How has Mark Clinton helped you?

He advised me placing my pension with the correct company and has assisted me with further financial advise

Have you seen the outcome you were hoping for?

Pre lockdown yes

Mark's reply

Thank you Joy, I look forward to catching up with you

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

To ensure my pension investments were efficiently managed and effectively invested

How has Mark Clinton helped you?

Clear, effective and timely advice and guidance in both planned reviews and ad hoc assistance.

Have you seen the outcome you were hoping for?

Yes

Mark's reply

Many thanks, Debbie - much appreciated

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Mark was recommended to me just to look at my pension as i didnt really understand all the jargon

How has Mark Clinton helped you?

By chatting to me he could tell im not a risk taker and explained that my pension was in a high risk category

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Over the years Mark has reviewed my pension and has talked to me on a yearly basis, however I know I can contact him at anytime regarding my pension paper work.

Mark's reply

Thank for the kind review, Anita - keep well

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I was concerned about a personal pension which I'd had since the age of 25. I didn't have a clue what was going on with it as it hadn't been reviewed for a number of years. All I knew was that it was performing very poorly. Mark was recommended to me.

How has Mark Clinton helped you?

Through a series of conversations, Mark took his time to find out how I felt about different levels of risk, what my retirement needs might be and how much I could comfortably invest into my pension. He was able to guide me through a financial landscape that I find rather daunting.

Have you seen the outcome you were hoping for?

I feel more knowledgable about my pension and more confident about what I'm paying into. Mark reassured me that he would monitor my investments and would be there to keep me informed of important changes. He makes sure that we have annual reviews but is also on hand if I need to contact him outside of our review date.

What could they have done better?

I couldn't fault Mark on his advise. He helped me to feel much more confident and knowledgable about the investment I was making and he explained things in a language that I could understand.

Mark's reply

Thank you very much for your valued review, Andrea

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Shetland

What were the circumstances that caused you to initially look for an adviser?

I had worked for a company with decent contributions into my personal pension. I also had worked for anther company for 14 years. Mark advised on putting the 2 pensions into a new one.

How has Mark Clinton helped you?

Mark advised on the risk setting of my investment. I was quite wary at first but he convinced me, that his company would be keeping any eye on my investment and inform me of any dangers

Have you seen the outcome you were hoping for?

I have continued taking Mark's advice these past 14 years

What could they have done better?

I'm not aware of anything he could have done better.

Mark's reply

Many thanks for the kind review, Andy

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Basically we didn’t have a clue what we were doing

How has Mark Clinton helped you?

Mark was recommended by a friend and arranged a face to face appointment where we discussed what the different options would be for our pension requirements. He came across very knowledgeable and was able to explain things to us in layman’s terms.

Have you seen the outcome you were hoping for?

Due to the economic outcome with Brexit and this year the COVID pandemic it has not been the best time to retire, so we were hoping our investment would make a better return

What could they have done better?

Mark could not have done anything better than he did for us, he kept us up to date with things as they unfolded. The financial situation was completely out of anyone’s control.

Mark's reply

That's a very kind review, thank you David

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

To plan for our future in terms of Pensions to enable us to plan our move to live in Spain.

How has Mark Clinton helped you?

Mark explained things in very plain terms for us to easily understand, combined a number of old pension plans to allow us to concentrate our efforts to grow them.

Have you seen the outcome you were hoping for?

Yes, we have achieved our move and our Pensions realised a lot more than we could have hoped for especially in such tough times.

What could they have done better?

I honestly cannot fault the advice and guidance we were given and we have recommended Mark to other friends.

Mark's reply

Thank you so much Alyson, enjoy the sun!

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Moved area and wanted to find a financial advisor closer to home. Needed to do a new will and found Mark Clinton.

How has Mark Clinton helped you?

Mark arranged a time that was suitable for us as we both worked full time and came to our home. Our new wills were drawn up and from day 1 Mark Clinton gave us a professional and friendly approach.

Have you seen the outcome you were hoping for?

Since our first meeting over 7 years ago Mark has also helped us with changing our pensions to a different company giving us better flexibility and also a better return and gives us peace of mind for our future. Mark has also given us advice on other financial issues that we should be looking into and we have trust in him and happy to recommend him to other people.

What could they have done better?

At this time there is nothing Mark could have done better and we are very happy with his services.

Mark's reply

Thank you very much Anne, take care both of you

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Merseyside

What were the circumstances that caused you to initially look for an adviser?

I had a private pension with the Prudential since I was 18, unfortunately all they did was take my monthly contribution and never advised me how my pension was performing. It turns out it was invested poorly and wasn’t doing very much. Mark was recommended to me by someone else and he has been a great help ever since.

How has Mark Clinton helped you?

Mark told me how my old Pru pension was performing or in my case how it wasn’t, he explained the different ways I could invest and all the risks and advantages of the different options available. We discussed when I would like to retire, what pension pot I was expecting and the risk factor I was happy to take, he does ask every year if I’m still happy with my expectations and did always make a personal visit to discuss my situation face to face, obviously now we have a telephone conversation, but he always responds to my phone calls and emails.

Have you seen the outcome you were hoping for?

Yes, up until recently my pension pot has been growing well apart from the Brexit mayhem, but we discuss any issues and I’m happy with the way things are going.

What could they have done better?

To be honest I can’t think of anything more Mark can do for me, he’s very professional/ but in a like a mate way, which makes it very comfortable when dealing with him.

Mark's reply

Thank you for taking the time to add a review Simon, much appreciated

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Mark

I have only been discussing my pension options with Mark for a few weeks, but I have found him to be professional and empathic. He has explained the process, and my options in a clear understandable manner but not been patronising. I look forward to continued excellent service and professional support and advice for many years to come!

Mark's reply

Thank you for sharing your first impressions, Lesley

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I had a number of private pensions and after researching them came to the conclusion that I needed advice and this encouraged me to look for someone who would be able to give really good advice and the best way forward.

How has Mark Clinton helped you?

The advice and guidance was provided in a very professional way without any undue pressure. This allowed me to contemplate on the advice. Mark was very helpful, friendly in his approach, along with the monthly update emails which I find very informative and useful.

Have you seen the outcome you were hoping for?

Yes, even in these current turbulent times.

What could they have done better?

Mark gave me the advice I wanted in a professional manner and this has been consistent over the last 5-6 years, so I cannot think of anything that he could have done better

Mark's reply

Thank you John, much appreciated

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I had taken retirement from the NHS temporarily in 2010 which activated my nhs superannuation scheme. I however wanted to take out a personal person to augment my income in later years of my life

How has Mark Clinton helped you?

He has been very professional and on the ball with advise and follow up . I get a yearly review of my financial circumstances and plans and advise given is usually spot on.Mark is also available to offer advise and help throughout the year if needed. A quick email to him or phone call leaving a message and He calls back within 24 hours and spends the time necessary to delve fully into one’s concern and give appropriate advise and help.

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

I could not really think of anything he could do better as I get more than a5 star service already which I am very appreciative of .

Mark's reply

That's very kind Christine, thank you

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

I was looking for pension advise. A colleague introduced to Mark several years ago.

How has Mark Clinton helped you?

Mark advised me and my wife initially with our pensions, and know helps with inheritance and wills.

Have you seen the outcome you were hoping for?

Yes, Volatile times at the moment but with positive sound advice from Mark and his team, we will get back to where we were.

Mark's reply

Thank you for taking the time to add a review, Chris

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Looking for early retirement on a final salary pension.

How has Mark Clinton helped you?

Advice and dealing was easy. They were easy to talk too. Highly recommended

Have you seen the outcome you were hoping for?

With their help. I have taken early retirement

What could they have done better?

Nothing

Mark's reply

Many thanks Amanda, wishing you a happy retirement

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Government advice

How has Mark Clinton helped you?

By investing my money wisely and safely

Have you seen the outcome you were hoping for?

Yes I have been able to withdraw money at the appropriate time

What could they have done better?

Continue to provide the same level of service

Mark's reply

Many thanks Keith, much appreciated

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Pension advice needed

How has Mark Clinton helped you?

Mark has provided excellent, clear and sound advice, throughout the many years we have dealt with him. He has always been reliable, approachable and highly efficient. And very importantly we have a high level of trust.

Have you seen the outcome you were hoping for?

Yes. Mark always makes it clear what we can expect, we consider ourselves well informed to make decisions.

What could they have done better?

We wouldn't change anything, Mark contacts us on a regular basis to review our position, we look forward to our meetings and feel in complete control.

Mark's reply

Many thanks Janet for the kind review

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I needed to consolidate various pensions into one manageable pension

How has Mark Clinton helped you?

Mark researched all my old pensions assisting me with professional advice throughout the process and advising me of choices of pension funds.

Have you seen the outcome you were hoping for?

Marks advice and help has more than exceeded my expectations

What could they have done better?

Mark could not have done anything better,his advice and service is first rate,I would recommend Mark to anyone seeking advice and pensions.

Mark's reply

Thanks very much Dave

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I had a number of pensions and was seeking advice for consolidation.

How has Mark Clinton helped you?

Mark advised giving a number of option after in depth conversations looking at the outcomes I was looking to acheive.

Have you seen the outcome you were hoping for?

Yes so far even with the difficult times we are living through I am pleased how my investment and pension are performing.

What could they have done better?

I cannot really think of any one thing that I can suggest for improvement as I know I can contact Mark at any time regarding my investment and pension he deals with.

Mark's reply

Thanks Phill, much appreciated

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has Mark Clinton helped you?

Several company and individual pensions needed consolidating for my new husband and I have used Mark for many years and trust his judgement and advice - which has proved to be excellent and helped build my pension fund strongly Mark provided excellent advise on which to consolidate and which to leave - we would have missed out on some good final bonus's had we not taken his advice - Very professional service

Have you seen the outcome you were hoping for?

Yes, we are very pleased at the outcome, even with the current Covid situation we believe we are better off in Marks care and have seen the benefit

What could they have done better?

I don't think that Mark could have done any more - he gives us his time and knowledge and helps in any way he can - we feel we can really trust his advice even if we don't like it!

Mark's reply

That’s really kind, thank you Jackie

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Mark

Professional yet understanding of my situation and explains clearly the complicated world of finance offering helpful advice when asked

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Mark's company approached me many years ago and I signed up with them.

How has Mark Clinton helped you?

Review of pension pots. Consolidation. Review of pension funds to use. Annual assessment of financial position. Review of pension advice pertinent to my company as well.

Have you seen the outcome you were hoping for?

So far yes. Although with pensions this is a long game and still looking forward at growth beyond.

What could they have done better?

Have not had any downsides.

Mark's reply

Thank you for the review David, take care

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I needed trusted advice and help with my finances moving into retirement.

How has Mark Clinton helped you?

Mark analysed my financial position and provided excellent advice not only on pension / finances but also with considering funds for personal care in the future, advising on Powers of Attorney, Wills etc. I consider this a very valuable and trustworthy experience and have no hesitation recommending Mark to friends and family.

Have you seen the outcome you were hoping for?

Definately.

What could they have done better?

I honestly struggle to think of anything I could suggest here. All of Mark's advice and help is explained clearly and delivered in a very timely and professional manner.

Mark's reply

That's really kind Roland, thank you very much

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I needed to future proof my pension for the standard of life I am looking for.

How has Mark Clinton helped you?

Quality advice specific to my needs and objectives.

Have you seen the outcome you were hoping for?

Most definitely yes.

What could they have done better?

n/a

Mark's reply

Thank you very much, Martin - I appreciate the kind review

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I needed specialist advice for my final salary pension scheme whether to move it or not.

How has Mark Clinton helped you?

Mark took me through the whole process from start to finish and explained everything that could and could not happen. He kept it in plain English and made it very clear to understand. Thoroughly professional but also very relaxed in how approached the situation.

Have you seen the outcome you were hoping for?

Without doubt. Everything he said he would do, he did. Kept me informed all the way through the process with regular updates.

What could they have done better?

Nothing really. Very pleased with the service and have already recommended him to other people.

Mark's reply

Thanks very much for the review, Barry

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate my private pensions and review my investment and savings.

How has Mark Clinton helped you?

I find that Mark is excellent with the following: 1. Clear communication and explanations, documentation on all of my needs to enable me to make informed decisions. 2. Provides various options depending on my needs and financial situation. 3. Provides adhoc services, i.e. if I have a specific question, he will assist quickly and professionally. 4. I also appreciate the flexibility he does provide, i.e. if I have just one question, he does not charge me seperately. 5. Regular reviews on all my financial needs to ensure current product and services are still applicable, appropriate. 6. His approach is very professional and the way he explains things are specific to my understanding and needs. He is very adoptable and knowledgable.

Have you seen the outcome you were hoping for?

1. Certainly with my investment and savings 2. Very happy with the choice of Pension provider, obviously the performance is based on the underlying investment/provider. 3. Understanding the current financial situation (COVID19, BREXIT etc.)

What could they have done better?

Nothing, I would recommend Mark Clinton to anybody for all of their financial needs.

Mark's reply

That's very much for the kind review Birgit, it's greatly appreciated. I hope you're both keeping well.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

After Divorce. Investing money in a pension fund etc

How has Mark Clinton helped you?

Mark has taken a lot of time over the years to listen & advise me. I trust him and his financial advice implicitly. I have invested money in a pension fund.

Have you seen the outcome you were hoping for?

Yes. Mark advises me in our yearly meetings what the expectations are for my future pension and whether he thinks I should move it or stick to where it is.

Mark's reply

Thank you Tammy, that's really kind

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I was looking to re-invest, after taking changing company pension plan.

How has Mark Clinton helped you?

Mark, offered professional sound advice and always been available to answer any questions or queries that I have had regarding any financial issues. Mark has reviewed my investment risks regularly and has always helped find exactly what was right for me.

Have you seen the outcome you were hoping for?

Yes - it what has been a difficult year.

What could they have done better?

Im really happy with the service that I have received from Clinton Kennard.

Mark's reply

Thank you very much for the kind review, Les

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Future financial planning

How has Mark Clinton helped you?

Helped plan for the long term family security

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Mark's reply

Thank you for your kind review, Mark