Mark's reviews
Reviewed for
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 10 )
Financial Mentoring ( 2 )
Reviewers' assets
£200k - £500k ( 5 )
£100k - £200k ( 7 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It arose from a need to invest consolidated pension funds.
How has Mark Lloyd helped you?
Hias annual reviews are always interesting and insightful.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The desire to increase our savings
How has Mark Lloyd helped you?
He gave advice on what actions we could take to invest our savings.
Have you seen the outcome you were hoping for?
Not quite yet.
What could they have done better?
Not known.
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer a pension
How has Mark Lloyd helped you?
Good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of private pension and to obtain my 25% tax free cash sum
How has Mark Lloyd helped you?
Mark is very helpful and knowledgeable and advised me on my options.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help with our monies when we retired with any financial investments, pensions income investments & savings, a friend recommended Skerritts for our requirements & never looked back.
How has Mark Lloyd helped you?
Mark has been excellent with his advise in recommending investments, pensions, ISA's all our financial needs.
Have you seen the outcome you were hoping for?
We certainly have seen great outcome & achieve what we were hoping for obviously depends on the market but that the fun of investments.
What could they have done better?
All I can say is Mark is always on the end of the telephone to help & always gives excellent advise with any thing we may need to know so don't thing there is anything could be better.