Carl's reviews
Reviewed for
Insurance and Protection ( 75 )
Mortgages ( 116 )
Pensions ( 91 )
Equity Release ( 13 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 1 )
Investments and Savings ( 67 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 22 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 25 )
Financial Planning ( 25 )
Financial Mentoring ( 10 )
Financial Coaching ( 7 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 14 )
£100k - £200k ( 14 )
Up to £50k ( 25 )
£50k - 100k ( 12 )
Repeat review
by a verified client in West Sussex
19 hours ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Carl Mountain helped you since your last review?
Has helped maintain a great Pension product following a major transfer, giving great advice on our latest remorgage and assisted my partner on a better ISA product.
Carl:
Thanks Sam for taking the time to give a great review, really appreciate it.Repeat review
by a verified client in London
5 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Carl Mountain helped you since your last review?
Carl’s constant support has been a source of even greater comfort during these tumultuous times. It’s wonderful to have someone who knows their job so well and genuinely has my best interests at heart.
Carl:
Thank you for a lovely review Sue, speak soon.Repeat review
by a verified client in Warwickshire
18 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Carl Mountain helped you since your last review?
Carl continues to give excellent financial advice on our pensions. This has proved to be very beneficial. He is obviously an expert in his Field and I have have no hesitation in recommending Carl to others who also speak very highly of him.
Carl:
Thank you for taking the time to complete the review Eugene, it is much appreciated.Repeat review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Carl Mountain helped you since your last review?
Proactive in arranging reviews. Able to advise me on implications of recent changes in Government policy, and in the wider international context. Very helpful in starting to think about equity release and other inheritance issues.
Carl:
Thank you Roger for taking the time to complete this. Hope you and the family are well. Best wishes, CarlRepeat review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Carl Mountain helped you since your last review?
I have known Carl many years. I trust his advice and he has never let me down. A well recommended professional.
Carl:
Thank you for taking the time to do this Martin. Really appreciate it. Best, Carl