Mark MacLean

Mark MacLean

HarperLees Financial Planning

Mark's reviews

Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 2 )

Pensions ( 55 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 50 )

Investments and Savings ( 70 )

Pension Transfers - Non Specialist ( 16 )

Inheritance Planning ( 40 )

Long Term Care ( 16 )

Pension Transfers - Specialist ( 12 )

Financial Planning ( 75 )

Financial Mentoring ( 10 )

Financial Coaching ( 2 )

( 2 )

Reviewers' assets

£500k+ ( 42 )

£200k - £500k ( 14 )

£100k - £200k ( 1 )

Up to £50k ( 1 )

( 1 )

£50k - 100k ( 1 )

First impression

by a VouchedFor user

2 days ago

Overall

Please provide a brief comment about your experience with Mark

Mark and Tray provided a very welcoming introduction to their practice and their approach to Financial Advice.

Mark:

Thank you so much for leaving your first impression feedback. It was lovely to meet you both and we look forward to working with you by providing reassurance and direction for the future.
Review

by a verified client in Essex

2 months ago

Overall

Service

Advice

Value

What were the circumstances that caused you to initially look for an adviser?

To understand my overall financial situation now, as I transition through a divorce settlement and also the closing down of the firm I work for

How has Mark MacLean helped you?

He's helped me understand the options I have going forward, pointed me a areas to look and and variables to consider

Have you seen the outcome you were hoping for?

I haven't seen the full outcome yet which is why I've rates 4 /5 stars

What could they have done better?

Nothing at this point

Mark:

Thanks Katherine for taking the time to leave a review. It's great to hear that you have a better understanding of your situation to assist with your divorce and work plans, This will be improved further as clarity of your future situation becomes available. We hope that by the end of the process working with us, you will feel able to improve the scores nearer to our hoped for 5 stars!!
Review

by a verified client in Essex

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Wanting to retire.

How has Mark MacLean helped you?

Mark helped make my desire to retire early achievable.

Have you seen the outcome you were hoping for?

Yes I was able to retire nearly 4 years ago now, with no regrets or financial issues.

What could they have done better?

Nothing

Mark:

Thank you Janet for a lovely review. It has been a pleasure to show you that earlier retirement was feasible and then seeing it become a reality.
Review

by a verified client in Essex

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Loss of previous FA

How has Mark MacLean helped you?

Rationalising my financial arrangements and setting a strategy for determining income through tailored investments

Have you seen the outcome you were hoping for?

To a large extent

What could they have done better?

Need to maintain their existing administrative response times as this matters to me

Mark:

Thank you so much Fred for your 5 star review! It is very rewarding that we have made real progress in bringing you the confidence that you are on track. We also greatly appreciate your recent recommendation for a friend to seek our advice.
Review

by a verified client in Surrey

7 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Advice re best vehicle for investment of long term savings

How has Mark MacLean helped you?

Advising on lifetime financial planning and needs and advice re lifetime gifts to children

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Providing advice re overseas investment opportunities

Mark:

Hi Peter. Thank you for taking the time to leave a review. It has been a pleasure to work with you over the last 15+ years. I look forward to seeing you next month and I'll be happy to discuss the overseas investing that you have in mind and to better understand how we can improve on the service and value scores.