Mark's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 2 )
Pensions ( 70 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 63 )
Investments and Savings ( 89 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 55 )
Long Term Care ( 22 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 94 )
Financial Mentoring ( 14 )
Financial Coaching ( 6 )
( 4 )
Reviewers' assets
£500k+ ( 54 )
£200k - £500k ( 22 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We intended to use an inheritance to privately educate our children.
How has Mark MacLean helped you?
Mark always says we can't look into a crystal ball – but he himself is the next best thing! He has shrewdly kept abreast of some extremely challenging market issues, using his skill and judgement to fine-tune our investments to outperform expectations pretty much every time. He's calm, kind and unflappable.
Have you seen the outcome you were hoping for?
Yes, absolutely.
What could they have done better?
N/A
Mark:
Thank you Felicity! It would be boring if there really was a crystal ball!! Our aim has always been to use sensible diversification and ensure liquidity to meet the school fees no matter what the market conditions have been, while maximising tax planning along the way. So far so good!Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
How has Mark MacLean helped you since your last review?
Mark has always worked extremely hard to give me the best outcome for my investments.
Mark:
Thanks for leaving such great feedback, Sue. It has been a pleasure to work with the trustees and to see the success of the trust in meeting school fees over the last 12 years.First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Mark
I had an initial consultation with Mark and came away with a very positive impression. He took the time to understand my circumstances, explained everything clearly, and never made me feel under any pressure to proceed. I found him knowledgeable, approachable and genuinely interested in helping me make the right decision for my situation.
Mark:
Thank you so much for leaving such a positive review. We hope you decide to work with HarperLees as I know we can bring value to your situation.Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
How has Mark MacLean helped you since your last review?
Mark provides a comprehensive twice yearly review, either face to face or on a Zoom call, where we spend as much as two hours going over the current financial markets and what affects they have on our Portfolio. He will suggest recommendations for any changes that may be required and will explain in detail the benefits of any changes. I have been a client of Mark for many years and have been more than happy with the way he manages our financial requirements
Mark:
Thank you Dave. It is always a pleasure to see you, and I greatly appreciate that you have been happy to recommend your friends to HarperLees too.Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
How has Mark MacLean helped you since your last review?
Great review of last year’s results and recommendations for coming year.
Mark:
Thank you Derek for taking the time to leave such a lovely review. I look forward to celebrating our almost 30 years of working together!