Mark's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 48 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 24 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 9 )
£100k - £200k ( 7 )
£50k - 100k ( 6 )
( 1 )
Up to £50k ( 5 )
Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching 55 - luckily pension pots growing but needed good, clear advice.
How has Mark Farrell helped you?
Clarified my situation, the options open to me - some of which came as a pleasant surprise.
Have you seen the outcome you were hoping for?
Yes - good pension pot growth and a stronger sense of direction for my investments and planning.
What could they have done better?
-
Mark:
I appreciate you taking the time out of your day to leave me a review. It's been a pleasure getting to know you at our three previous meetings over the past 12 months, and I hope we can continue to offer a valuable service in the future.Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed pension advice
How has Mark Farrell helped you?
He explained all the options available and what would suit meit
Have you seen the outcome you were hoping for?
The markets are challenging and it is getting there
What could they have done better?
They have done a good job
Mark:
Thanks so much for leaving a review. I appreciate your feedback and am delighted you had a positive experience. Helping our clients achieve their financial goals is key to our success, so it’s good to know how we have supported you on your journey.Repeat review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Farrell helped you since your last review?
He has offered advice and assured me that I am on the right track in terms of decisions taken relating to my finances/savings/investment etc.
Mark:
Thanks for leaving a review. I appreciate your feedback and am glad you had a positive experience. Helping our clients achieve their financial goals is key to our success, so it’s good to know how we have supported you and where we can improve our services, specifically around value for money.Review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure my pension was well invested and would last as long as possible
How has Mark Farrell helped you?
Mark has a good knowledge of investment pensions, and has a good knowledge of explaining how your investments work
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, excellent adviser who covers everything with you
Mark:
Thanks so much for taking the time to leave a review. I appreciate your feedback and am delighted you had a positive experience. Helping our clients achieve their financial goals is key to our success, so it’s great to hear how we have supported you along the way.Review
by a verified client in Leicestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension move from previous employer DB scheme
How has Mark Farrell helped you?
Mark has been a great helping planning my retirement pension by providing clear advice and managing the transfer process fully.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, very friendly and efficient
Mark:
I appreciate you taking the time to leave a review. It’s fantastic to hear that you had a positive experience. Helping our clients reach their financial goals is our top priority, so I’m glad we could support you along the way.