Mark's reviews

Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 1 )

Pensions ( 32 )

Retirement income (annuities, drawdown) ( 26 )

Investments and Savings ( 37 )

Inheritance Planning ( 10 )

Long Term Care ( 2 )

Financial Planning ( 22 )

Financial Mentoring ( 5 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 3 )

£100k - £200k ( 9 )

£50k - 100k ( 4 )

Up to £50k ( 5 )

Review

by a verified client in Newport

19 days ago

Overall

Advice

Service

Value

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

Needed pension advice

How has Mark Freeman helped you?

Helped me with tracking my pension fund investments and amount for drawdown

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no opinion

Review

by a verified client in Newport

2 months ago

Overall

Advice

Service

Value

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

Needed pensions advice

How has Mark Freeman helped you?

Arranges meetings as needed, keeps us updated on our pensions when he visits, and helps us if needed.

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Blaenau Gwent

3 months ago

Overall

Advice

Service

Value

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

Needed a private pension

How has Mark Freeman helped you?

Advice and support

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as we are concerned

Review

by a verified client in Caerphilly

3 months ago

Overall

Advice

Service

Value

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

pension advice.

How has Mark Freeman helped you?

valuable information and advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

perfectly happy with the service

Review

by a verified client in Buckinghamshire

4 months ago

Overall

Advice

Service

Value

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

Initially to make a tax return when I was in full time employment

How has Mark Freeman helped you?

See the ticked items above.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

?