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?
?
