Mark Hibbitt

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

Increased awareness to plan for my financial future

How has Mark Hibbitt helped you?

Mark gave detailed recommendations and advice based on our extensive conversations with regards to group pensions, company healthcare, life assurance and overall financial planning.

Have you seen the outcome you were hoping for?

Yes, my private pension and our company group pensions are preforming very well thanks to Mark’s recommendations.

What could they have done better?

Perhaps more prompt communication but appreciate Mark is very busy.

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

I set up my own limited company in 2003 and needed an adviser to help me through all the products and providers out in the marketplace. Sovereign were relatively local to me at the time and following our initial meeting I knew they were a good match and I have been with them ever since.

How has Mark Hibbitt helped you?

Mark has been my adviser for the majority of the years I have been with Sovereign. He has helped keep me on track with my pensions (including switching provider to better align to my goals and objectives as I moved into the later phase of my working life). Being a freelancer Mark has helped me with protection products if the worst were to happen and I could no longer work. Mark is always available to help and keep me on track when I need some guidance.

Have you seen the outcome you were hoping for?

Getting there. I think I was originally over optimistic in terms of when I could afford to retire. The current plan (and progress towards it) are on track and I am happy with the current position.

What could they have done better?

Nothing really. I think Mark and Sovereign were quick to adapt to the restrictions placed on us all by COVID and the use of Zoom for example has made keeping in touch even easier.

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

I am approaching retirement so need advice about retirement. Needed my financial affairs consolidated.Needed financial planning for the future

How has Mark Hibbitt helped you?

He sorted out all my finances, explained the options to me, consolidated my investments and advised me for future planning. He is an excellent communicator for people like me who do not have a financial background.

Have you seen the outcome you were hoping for?

We are still in the process but I feel assured things are going to plan. I feel secure there is a plan which was well explained to me.

What could they have done better?

I cant think of anything

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

I wanted to change my adviser Mark has a good reputation

How has Mark Hibbitt helped you?

I needed the best advice that I could understand easily. I prefer to work with a small business

Have you seen the outcome you were hoping for?

Yes. I have been very pleased with his advice so far

What could they have done better?

No thoughts on this

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

Planning for retirement

How has Mark Hibbitt helped you?

Setting up and review of a plan

Have you seen the outcome you were hoping for?

Still in progress, but a very good first impression

What could they have done better?

Nothing so far