Mark's reviews
Reviewed for
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
Reviewers' assets
£200k - £500k ( 5 )
£100k - £200k ( 5 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
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?
Annual review
How has Mark Lloyd helped you?
Clarified our current situation and advised what to expect in the future
Have you seen the outcome you were hoping for?
Not yet as just had annual review
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?
Skeretts we're recommended to me and I continued with Shackleton when the name changed.
How has Mark Lloyd helped you?
He has looked at our investment and advised accordingly.
Have you seen the outcome you were hoping for?
With a fluctuating market, my investment seems to have recovered.
What could they have done better?
I don't know.
Review
by a verified client in North Yorkshire
2 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Advice around pension investment
How has Mark Lloyd helped you?
Mark has consistently offered educated insights to my investments speaking clearly and in terms I fully understood.
Have you seen the outcome you were hoping for?
Yes
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?
Looking at options so that I can retire.
How has Mark Lloyd helped you?
Yes, I have been through several scenarios with him and now need to do some thinking and liaise again when I have reached a decision.
Have you seen the outcome you were hoping for?
Potentially yes.
What could they have done better?
Nothing, I'm happy with the discussion we have had so far.
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment for our future.
How has Mark Lloyd helped you?
Mark has made a big improvement to our investment portfolio since we moved to him.
Have you seen the outcome you were hoping for?
Yes