Mark's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 48 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 70 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 33 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 60 )
Financial Mentoring ( 11 )
Financial Coaching ( 2 )
( 3 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 33 )
£100k - £200k ( 13 )
£50k - 100k ( 5 )
Up to £50k ( 3 )
Review
by a verified client in London
17 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement. Wanting also to plan inheritance taxation.
How has Mark Knight helped you?
He has been diligent in pursuing my pension arrangements. His financial planning advice has been very helpful.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m not sure. I trust Mark and assume that he has done the best he can.
Review
by a verified client in Hertfordshire
19 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Mark Knight helped you?
He has a Professional knowledge of the financial industry
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Hard to say
Review
by a verified client in Gloucestershire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transitioning from employment to unemployment
How has Mark Knight helped you?
To manage life without an employee's income / salary To manage life with a pension
Have you seen the outcome you were hoping for?
His guidance has enabled me to live realistically considering the ongoing unstable political situation
What could they have done better?
He has related with me with integrity and respect. He brings a depth of understanding, care and kindness to his role
Review
by a verified client in Swansea
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement with 6 nr different pension pots.
How has Mark Knight helped you?
By bringing my different pensions together and placing them with a specialist pension investment company.
Have you seen the outcome you were hoping for?
The outcome has been better than I expected.
What could they have done better?
Nothing.
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to actively plan for retirement and had several pension pots that needed to be managed.
How has Mark Knight helped you?
Mark arranged and managed the transfer of several pension pots into a managed product and provides a review annually of the performance. During the review meeting there is always a discussion as to what my expectations are and whether the pension is meeting these.. Additionally, Mark has provided guidance around pension considerations around redundancy. Review meetings are always followed up with a written summary of the current financial situation, the portfolio, it’s performance and elements discussed in the meeting.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Happy with the service provided by Mark