Marcus's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 34 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 10 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 8 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Marcus
We were in the process of updating our will and needed financial advice to help guide our decisions. Marcus took the time to listen carefully and provided clear, relevant information and advice that made everything feel much more manageable. He was very friendly, approachable, and professional throughout. Fantastic service – highly recommended!
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Marcus
I had a few questions about a pension and Marcus explained the details simply and easily. He was of great help and so efficient that the consultation only took about fifteen minutes. Thank you sir.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Marcus
Good
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Marcus
Marcus listened to our concerns and requirements and provided factual advice to enable future asset management to suit us. He is very professional, friendly and approachable. A very good experience, meeting our needs.
First impression
by a VouchedFor user
7 months ago
Overall
Please provide a brief comment about your experience with Marcus
Very professional and knowledgeable. Highly recommend.