Mark's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 2 )
Pensions ( 67 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 96 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 18 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 16 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 34 )
£100k - £200k ( 19 )
£50k - 100k ( 11 )
( 1 )
Up to £50k ( 17 )
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of Mark at SafeHands IFA for many years now, and have found the service friendly, professional and fairly priced.
How has Mark Manning helped you?
Mark has help both my wife and I navigate the world of stocks and shares investments, ISAs and Pensions, to a level where we hold a portfolio of managed funds and pensions, which are regularly (Annually) reviewed.
Have you seen the outcome you were hoping for?
Obviously the market place stocks and shares go up and down, but overall the performance of the funds over the time we have invested has been very good.
Mark:
Hi Nigel. Thank you so much for taking the time to leave a review of our service. It has been an absolute pleasure to work with you and Cheryl to help build and maintain your financial plan. I look forward to catching up with you both at our next annual review. Up The Villa! Kind Regards MarkReview
by a verified client in Somerset
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mark has been my financial advisor for 20 years or more, before he started his own company. Initially concerned with relatively small amounts but providing the same quality of advice whatever the investment amount. When I first used him I wasn't faced with the difficulties of internet scams and false profiles.
How has Mark Manning helped you?
Invested my funds in keeping with my attitude to risk and with the best financial and ethical approach.
Have you seen the outcome you were hoping for?
Always dependent on financial markets which are outside of Marks control but generally I have seen an increase in the value of my investments. Recently I have doubted the value of having fund managers and Mark has rearranged my investments to allow for a more varied investment approach, allowing tracker funds to be included.
Review
by a verified client in Northamptonshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requirement for pension planning as part of a wider overview of my finances
How has Mark Manning helped you?
He has provided financial guidance on the most appropriate approach.
Have you seen the outcome you were hoping for?
Yes - a pension plan has been set up
What could they have done better?
Nothing - Mark was very helpful
Review
by a verified client in Cheshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning a pension
How has Mark Manning helped you?
Yes he has been invaluable
Have you seen the outcome you were hoping for?
Mostly, the covid downturn was nt good for pensions
What could they have done better?
Nothing Marks advice is always spot on
Review
by a verified client in Gloucestershire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing advice on pension planning and amalgamating all of my pensions into one pot for simplicity.
How has Mark Manning helped you?
Transferred pensions to one place, enable draw down from my pension. I was very naive on all of these matters and Mark has given solid impartial advice and made it simple for me to understand.
Have you seen the outcome you were hoping for?
Yes totally.
What could they have done better?
I have no suggestions