Mark's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
( 1 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Repeat review
by a verified client in Herefordshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Young helped you since your last review?
Safely helped my transition into retirement and offered suitable options for reinvestment of isa shares
Repeat review
by a verified client in Herefordshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Young helped you since your last review?
I saw James Jenkins. I know I can trust both Mark and James to have my best interests at heart, and help me grow my pension safely and steadily.
Repeat review
by a verified client in Herefordshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Young helped you since your last review?
yes, as above
Repeat review
by a verified client in Herefordshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Young helped you since your last review?
Re investment of maturing investments plus new investment isa’s
Review
by a verified client in Herefordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially needed a competent and experienced financial advisor to advise me on a complex pension transfer.
How has Mark Young helped you?
Mark took on board the information I already had and kept abreast of the financial market to secure the best financial outcome for my circumstances .He kept me fully informed throughout the complex process.
Have you seen the outcome you were hoping for?
The outcome exceeded my expectations for which I am extremely grateful. My day to day existence now has greater security and I have peace of mind .