Mark's reviews
Reviewed for
Insurance and Protection ( 22 )
Mortgages ( 19 )
Pensions ( 70 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 26 )
Auto Enrolment ( 5 )
Investments and Savings ( 68 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 17 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 25 )
Financial Mentoring ( 3 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 17 )
£100k - £200k ( 11 )
Up to £50k ( 6 )
£50k - 100k ( 11 )
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our financial situation became more complex due to a move to France and planning for our retirement - we wanted to ensure we were maximising our opportunities whilst protecting what we had.
How has Mark Reidford helped you?
His advice and expertise was invaluable, he considered our needs, appetite for risk and the legal implications of our situation. He proposed options which we decided upon and since then he has monitored the investments and proposed (which we accepted) revisions to the investments. He has also advised us when there has been changes in tax legislation etc which was informative and gave us assurance we were maximising the opportunities.
Have you seen the outcome you were hoping for?
Yes, our investment have grown more than anticipated which is great.
What could they have done better?
I can’t think of anything really.
Mark:
Thank you very much for taking the time to share such a thoughtful review. We’re delighted to hear that our ongoing advice have given you confidence and reassurance. Understanding your needs, risk appetite, and wider circumstances is central to how we work, so it’s great to know this approach has been valuable to you.Review
by a verified client in Flintshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Concerns regarding inheritance tax and general financial planning.
How has Mark Reidford helped you?
Mark has provided an outstanding service for many years advising on a number of investments and managing my portfolio. His knowledge and professionalism have been invaluable.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Mark:
Thank you for your 5 star review. We truly appreciate your trust and look forward to continuing to support you in maximising opportunities as your situation evolves.Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment advice
How has Mark Reidford helped you?
Guided me through my own investment options.
Have you seen the outcome you were hoping for?
Only seen positive outcomes over the years.
What could they have done better?
Nothing
Mark:
Thank you for your honest review of our financial planning services. We pride ourselves on putting positive client outcomes at the forefront of everything we do. It's great to have you with us.Review
by a verified client in Flintshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Expert advise regarding how to invest and build upon my savings for the future.
How has Mark Reidford helped you?
Mark explained the options open to me and advised how best to save for the short term, then invest for the long term.
Have you seen the outcome you were hoping for?
Yes I have a short term solution which maximises my interest and a solid long term investment for my pension.
What could they have done better?
I was extremely pleased with the advice and support I was provided. I would highly recommend.
Mark:
We strive to instil confidence in our clients so they can make informed decisions for their future. Its wonderful to hear you have strong confidence in your goals and are on track to achieve. Thank you for taking the time to share your 5 star rating for our financial planning.Review
by a verified client in Flintshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I required financial advice when buying our property and with future planning of investments/savings.
How has Mark Reidford helped you?
Expert advice and really attentive customer care.
Have you seen the outcome you were hoping for?
Yes extremely happy and satisfied with the outcome.
What could they have done better?
No I could not have expected anymore from the advice given.
Mark:
Thank you for taking the time to review our financial planning and the impact it has on your well-being and confidence to achieve your goals. We pride ourselves on our high level of personal service and our ability to develop meaningful, long-lasting relationships with our clients. Its great to be a part of your journey.