Marcus's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 1 )
Pensions ( 56 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 20 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 39 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 13 )
£100k - £200k ( 11 )
Up to £50k ( 3 )
£50k - 100k ( 7 )
Review
by a verified client in Londonderry
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help with investments
How has Marcus Dunning helped you?
Gave advice and guidance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing to complain about
Review
by a verified client in London
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to start planning financially for the long-term in funds that were trustworthy and with someone who could coach me along the way.
How has Marcus Dunning helped you?
He has helped me identify the right way to invest and has advised yesr after year on its development.
Have you seen the outcome you were hoping for?
It is a long-term investment so I am waiting to see how it goes, but Marcus is a nice constant to have in this financial climate full of uncertainties.
Review
by a verified client in Antrim
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not knowing where best to invest my money and want life insurance
How has Marcus Dunning helped you?
Looks at my overall account, but noticed an issue with one of my accounts and fixed asap. I would not have noticed this by myself. We have yearly reviews which are very helpful.
Have you seen the outcome you were hoping for?
Yes, very pleased.
Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Marcus Dunning helped you?
We review things yearly, or sooner if my circumstances change.
Have you seen the outcome you were hoping for?
Yes it’s been successful.
What could they have done better?
Not much really.
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Existing client of Sandringham
How has Marcus Dunning helped you?
Review current private pensions and recommended investing and transferring into a more dynamic fund to hopefully provide a greater return
Have you seen the outcome you were hoping for?
Too early to tell
What could they have done better?
Nothing I can recommend currently