Mark's reviews
Reviewed for
Pensions ( 36 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 27 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 43 )
Financial Mentoring ( 7 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 24 )
£100k - £200k ( 10 )
Up to £50k ( 2 )
£50k - 100k ( 4 )
Review
by a verified client in Merseyside
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Continuing wish to have a professional overseeing my investments
How has Mark Knight helped you?
Annual reviews online and rapid help when I needed to withdraw some savings for medical treatment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think
Review
by a verified client in Berkshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A corporate presentation was made by Chadwicks as independent advisers so I decided to follow this up as I had no recommendations from friends or family with a view to managing my finances into retirement.
How has Mark Knight helped you?
A lot of stress and wasted time has been taken away as I now don't have to deal directly with various pension companies and all the hoops they endlessly require. He's also better positioned to be on top of the latest changes/updates to events that might affect my income later.
Have you seen the outcome you were hoping for?
Yes, combining my pensions has been beneficial meaning less unnecessary paperwork and a better understanding of my financial position.
Review
by a verified client in Denbighshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retirement and to invest the lump sum
How has Mark Knight helped you?
Has advised regarding my investment and also re Tax liability.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
within the parameters which I was happy with no
Review
by a verified client in Shropshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Husbands retirement
How has Mark Knight helped you?
Pension drawdown in place and ongoing management of plans
Have you seen the outcome you were hoping for?
Yes, happy with the return we are getting
Review
by a verified client in Norfolk
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Plethora of small pensions
How has Mark Knight helped you?
Mark has advised us on IHT planning
Have you seen the outcome you were hoping for?
Still considering options with regard to IHT planning