Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 2 )

Pensions ( 46 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 39 )

Investments and Savings ( 54 )

Pension Transfers - Non Specialist ( 15 )

Inheritance Planning ( 30 )

Long Term Care ( 14 )

Pension Transfers - Specialist ( 11 )

Financial Planning ( 60 )

Financial Mentoring ( 10 )

Financial Coaching ( 1 )

( 1 )

Reviewers' assets

£500k+ ( 35 )

£200k - £500k ( 11 )

Up to £50k ( 1 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Essex

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

A lack of knowledge about finance and investments

How has Mark MacLean helped you?

By offering professional, helpful and efficient advice at all times.

Have you seen the outcome you were hoping for?

Yes taking into account the current financial difficulties

What could they have done better?

Nothing I can think of

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in London

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

I got divorced and needed to invest my money from the sale of the house. I needed an income as I only worked part time, but also to boost my state pension when the time came. He found invest

How has Mark MacLean helped you?

He found investments suitable to my needs & which were ethical. Kept me informed.

Have you seen the outcome you were hoping for?

Mostly. Investment can be an up & down situation, I have done well.

What could they have done better?

Nothing.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Needed advice re lifetime finance

How has Mark MacLean helped you?

Investment planning

Have you seen the outcome you were hoping for?

Concernre recent performance of portfolio

What could they have done better?

Nothing specifically

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Surrey

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

A wish to transfer a failing final salary scheme membership prior to government safety nets in the 1990s.

How has Mark MacLean helped you?

Pension fund investments, cash flow forecasting, risk management, retirement fund provision etc.

Have you seen the outcome you were hoping for?

Yes, I have continued working with Mark for 25 years.

What could they have done better?

Nothing really, it was essential for me that I had someone I could develop a relationship with and trust, and Mark satisfied this. I had no cause to wish to go elsewhere.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Essex

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

Retirement

How has Mark MacLean helped you?

He has taken the worry out of my Retirement.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Was in process of a divorce, and needed advice regarding pension split

How has Mark MacLean helped you?

He liased with both existing providers, and ensured they had transferred the correct sum of money. (Which in one case they hadn’t). Arranged for a new pension provider and dealt with all the necessary paperwork.

Have you seen the outcome you were hoping for?

Too early to say, pension only transferred in latter part of 2023

What could they have done better?

I think Mark did an excellent job of giving me updated and explaining the complexities of pension transfers.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Essex

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

We found ourselves with a sum of money to manage

How has Mark MacLean helped you?

Sound and realistic advice

Have you seen the outcome you were hoping for?

More or less bearing in mind market forces.

What could they have done better?

Nothing that I can think of

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

Approaching retirement and maturity of pension arrangements

How has Mark MacLean helped you?

Mark has considered our personal circumstances and made recommendations based on those to maximise the financial security, based on our prefernces

Have you seen the outcome you were hoping for?

Yes, the outcome has been very reassuring

What could they have done better?

I do not have of any concerns over this

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cheshire

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

My advisor didn't seem to be doing their job.

How has Mark MacLean helped you?

Shown me how to make the best use of my money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Essex

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

I needed a professional to take over, deal with the paperwork and give advice.

How has Mark MacLean helped you?

By giving advice in a clear way

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

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

As my wife and I were planning ahead to our retirement we required the help of a Financial Adviser, we were introduced to Mark and he has advised us since 2016

How has Mark MacLean helped you?

We have always found that Mark has been available to discuss any financial issues or concerns we may have had and has promptly responded with his advice and suggestions to resolve these issues. We have had regular six monthly meetings, where we have had the opportunity to discuss our investments and their performance in detail.

Have you seen the outcome you were hoping for?

Since using Mark as our adviser, we have seen a number of crises that have affected the world economy (Brexit, Covid, Russia/Ukraine war) and through all these Mark has always discussed with us his recommendations for any changes to our investments, which would ultimately benefit our overall Portfolio.

What could they have done better?

Despite the Economic difficulties we have all faced in the past few years I think Mark has done very well in managing our investments through these difficult times. We feel confident that Mark will keep a close eye on our Portfolio and would always make suggestions to make changes should they be necessary.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Essex

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

Knowing very little about pension income and investments

How has Mark MacLean helped you?

He has given us professional advice that has proved to be most beneficial over the years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Norfolk

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

A new adviser was wished for with my changed circumstances

How has Mark MacLean helped you?

He and his team analysed my circumstances and gave good advice on possible changes and further recommendations. This was done in an easy to understand format.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Possibly within a shorter time frame.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in East Sussex

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

Family inheritance and widowhood.

How has Mark MacLean helped you?

Sensible advice and overview of my investments

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

Nothing.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

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

To make the best use of my money to invest

How has Mark MacLean helped you?

Advise on where best to invest and also pension advice

Have you seen the outcome you were hoping for?

No - value of money has deteriorated over the years

What could they have done better?

I am not sure, the growth in my investment is very disappointing, however I appreciate that this is not within Mark’s control

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Northumberland

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

Advice on pensions

How has Mark MacLean helped you?

Thoughtful planning for future

Have you seen the outcome you were hoping for?

yes

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Essex

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

We needed financial guidance

How has Mark MacLean helped you?

He has given help that we did not expect

Have you seen the outcome you were hoping for?

We are progressing

What could they have done better?

Nothing

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Surrey

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

We have been with HLS for many years and since Mark has taken over managing our account, we have been very pleased with his style and advice.

How has Mark MacLean helped you?

Mark has provided excellent guidance and clarity when required. We like his expertise, style and communication. We are confident in Mark's support and understanding of our situation and plans, enabling us to be pleased with where are finances are heading as we enter retirement in the next couple of years.

Have you seen the outcome you were hoping for?

Always hard to be fully satisfied as there are always lots going on in the world that impacts results but we are confident we are well placed based on the guidance we have received.

What could they have done better?

Nothing to add here as we are pleased with the service we get.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Cheshire

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

Having bacome disillusioned with the firm I was with before I needed to find one i could trust

How has Mark MacLean helped you?

Growth in investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They have always been helpful

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Essex

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

Existing advisor exited and recommended Mark

How has Mark MacLean helped you?

Restructuring my investments and organising a DFM to handle pension investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Accelerate speed of responses to inquiries that are routine admin/follow up

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Essex

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

Recently divorced and need to make sure my pension and funds would work for me for my retirement

How has Mark MacLean helped you?

Always there with answers, explanations and solutions. He understands what I am looking for, for my retirement

Have you seen the outcome you were hoping for?

On the whole I have yes, especially in these tricky financial times

What could they have done better?

Nothing more than they are already doing

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

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

To guide me through when I reach retirement

How has Mark MacLean helped you?

Advised and drove me in the right direction

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A 100% service

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Mark MacLean helped you since your last review?

In much the same way as before by giving clear and appropriate advice.

Mark's reply

Thank you Brian. It is a pleasure to work with you and Pat. I look forward to our next meeting.

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

This review is a follow-up review from a client who left a review previously.

How has Mark MacLean helped you since your last review?

Mark is always available with help.

Mark's reply

Thank you Sue for taking the time to review and your positive scores and comments.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Needed financial advice re investment portfolio and long term financial planning

How has Mark MacLean helped you?

Preparing and regularly updating a whole life financial plan and managing our investment portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Provided simpler access to HL client portal Doubtless nothing more than my aversion to internet technology!

Mark's reply

Thank you Peter. It has been a pleasure to work with you and to see the financial plan come to reality in your retirement. Let's take a look at the client portal together at our meeting next month.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Essex

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

Following displacement from my job role, my leaving company recommended consulting a financial adviser to discuss my company pension. My father recommended his financial adviser to assist in this advice.

How has Mark MacLean helped you?

Mark has assisted me with deciding on whether to leave my pension pots with their original providers or move individual pension pots to a better serving provider, recommended a solicitor for a will and given advice on investing a gift from a relative.

Have you seen the outcome you were hoping for?

It has not been a full year since decisions have been actioned but under difficult economic conditions am confident in the decision making.

What could they have done better?

The only irritation was the length of time to transfer certain pensions but this was more to do with pension providers and regulations.

Mark's reply

Thanks Belinda. It is very helpful to receive your comments as a new client, and with such positive scores and comments. It was great to provide reassurance that you are heading in the right direction and reduce your administration.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Essex

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

I asked him to review my pensions with a view to retirement in the next 5-9 years

How has Mark MacLean helped you?

He has reinvested my pensions with the aim of getting an improved income on retirement and provided me with projections that make me optimistic I can afford to retire before I reach state pension zge

Have you seen the outcome you were hoping for?

I will need to wait until I retire

What could they have done better?

We had a number of meetings all bar one were in person. Face to face meeting are my preferred way of meeting but difficult to schedule as I work full time so a higher proportion of remote meetings would have been helpful.

Mark's reply

Thanks Sally for taking the time to provide your feedback and scores. It is rewarding to hear that you can plan for your future retirement with optimism! We are always happy to have a mix between virtual and face to face meetings so can discuss what works best at our next meeting.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

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

Moderate sum of money from sale of business

How has Mark MacLean helped you?

Has given sound advice.

Have you seen the outcome you were hoping for?

Hard to say given the market turmoil over the past 14years but mostly the performance has been well in line with the markets

What could they have done better?

I think it unlikely.

Mark's reply

Thanks Jonathan. I greatly appreciate you taking the time to leave a review. It has been a pleasure to work with you both for so many years and that you have been an advocate in recommending our service to others.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

Pensions and finance

How has Mark MacLean helped you?

Expert advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There is no better service then what I receive already

Mark's reply

Thank you Scott.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

To understand my pensions more

How has Mark MacLean helped you?

Mark has advised me in the right direction of all my concerns with my Pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Mark's reply

Thank you Alison.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

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

Approaching retirement with several personal and company pensions to consolidate

How has Mark MacLean helped you?

Mark has provided and continues to provide excellent advice. He has managed my investments with care, diligence, expertise, commitment and total professionalism which has ensured that my investments have shown better stability and growth than I had expected.

Have you seen the outcome you were hoping for?

Yes, I have been fortunate to have Mark's as my financial adviser for several years, throughout which his advice and management have provided year on year financial results in excess of my expectations. He has managed my investments throughout the recent pandemic and current economic crisis with skill and perception.

What could they have done better?

Nothing, the service and advice I have received from Mark and his team has been excellent throughout.

Mark's reply

Thank you so much Maurice. Your very positive comments are greatly appreciated. I look forward to seeing you again next month.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

As I approached retirement age I started to think more about sorting out our finances for the future. Mark had helped me with my company pension so I made an appointment for my wife and I to meet with Mark to discuss all of our finances for the future.

How has Mark MacLean helped you?

Mark spent some time with us to find out more about our needs and requirements before putting together some proposals. These were presented to us at a further meeting and we were very impressed with them and we decided to work with Mark as our Financial Advisor and Planner.

Have you seen the outcome you were hoping for?

Yes, we have been very pleased with the outcome. Mark has always provided us with regular updates on our Portfolio and has always given us sound advice and recommendations on any changes he has suggested to our Portfolio. He will provide information and reasons for any changes he suggests and will allow us time to discuss these with him before they are actioned. We find him to be very professional in all that he does and we are very confident to continue to work with Mark for the future.

What could they have done better?

It is difficult to say whether Mark could have done anything better. We have seen growth during the time we have worked with Mark and also times that have been more difficult, but Mark keeps us updated regularly and is always available should we need to discuss any aspects of our financial planning.

Mark's reply

Thank you Dave. It has been a pleasure to work with you in the building stage before and to see retirement become a reality.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

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

Divorce

How has Mark MacLean helped you?

Guided me through the confusing process of a Pension Sharing Order

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Na

Mark's reply

Thank you Rachel. It has been a pleasure to guide you through the pension sharing process and to show you that you can have financial confidence in your 'new life'.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

Receiving a large cash lump sum from a divorce settlement.

How has Mark MacLean helped you?

Explained regarding any tax payable. My options for investing. Helped with financial planning.

Have you seen the outcome you were hoping for?

Not yet as divorce not finalised and pension sharing order not activated.

What could they have done better?

At this present moment nothing as still waiting for funds to be released.

Mark's reply

Thank you for taking the time to provide your feedback, Pat. We look forward to seeing your new life come to a reality now that the divorce is finally nearing a conclusion.

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Mark MacLean helped you since your last review?

Since retiring from running my own business Mark Maclean has supported my wife and I on making the best use of our pensions and savings.

Mark's reply

Thank you for your very positive feedback, Terry.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Berkshire

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

Being on my own I had no idea how to deal with my finances for retirement.

How has Mark MacLean helped you?

Mark works hard to provide me with safe financial advice. Everything clearly explained so that I can enjoy my retirement knowing that my investments will continue to grow as Mark has done all the hard work to make this happen.

Have you seen the outcome you were hoping for?

I have been more than happy with the outcome so far.

What could they have done better?

Nothing instantly come to mind.

Mark's reply

Thank you Hilary. The priority is definitely to enjoy retirement and it is great that we can provide you with financial confidence.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Surrey

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

As I have got older, have appreciated that you need to plan your finances for the future.

How has Mark MacLean helped you?

Mark has advised about and managed my savings in line with my wishes and has given me confidence that my affairs are in capable hands.

Have you seen the outcome you were hoping for?

So far, I have been very satisfied with the outcome.

What could they have done better?

N/A

Mark's reply

Thanks Jane for your very positive scores and feedback. It is rewarding that you have such confidence.

Review from verified client

November, 2022

Overall

Value

Service

Advice

Based in Hertfordshire

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

Do not have the skills and experience to deal with investing

How has Mark MacLean helped you?

Maintained capital value

Have you seen the outcome you were hoping for?

Yes given the market conditions

What could they have done better?

Doubtful

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Mark MacLean helped you since your last review?

Further valued advice on pension planning.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

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

Needed advise on Pensions

How has Mark MacLean helped you?

Enabled us to retire and to be confident about our future.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

Overall

Service

Advice

Value

Based in Kent

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

Seeking professional advice on where to invest

How has Mark MacLean helped you?

Changed by investment portfolio to another provider

Have you seen the outcome you were hoping for?

No t really no but difficult to gauge in the current financial climate

What could they have done better?

Not too sure it could have been

Mark's reply

Thank you David for your helpful feedback. It was great to discuss your comments and scores at our recent meeting. We hope that a return to 'normal' market conditions in the near future can bring positive returns to improve your perception of value for money.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Bristol

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

We were looking for a mortgage

How has Mark MacLean helped you?

He arranged one at preferential rates

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Mark's reply

Thank you Peter, It must have been 20 years ago that we first met to arrange that mortgage! It has been a privilege to work with you for so long. Whilst I am now very happy to leave mortgages to specialists in that area, it is great that our planning and investment service still works for you.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Mark MacLean helped you since your last review?

He is always available with advice

Mark's reply

Thank you Dave. Your kind scores and comments are greatly appreciated. Our meetings are always a pleasure and I look forward to seeing you next month.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Parents had died and my late husband and I had monies to invest for the long term.

How has Mark MacLean helped you?

Mark gave investment advice for a balanced portfolio of stocks, shares and bonds in accordance with our attitude to risk.

Have you seen the outcome you were hoping for?

The outcome thus far is as anticipated.

What could they have done better?

Nothing

Mark's reply

Thank you Linda for your very positive feedback. It is a pleasure to work with you and I look forward to seeing you in June.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

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

As i am not financial efficient in handling my finances and pensions i needed professional assistance from a professional body.

How has Mark MacLean helped you?

Mark has been able to help me sort out my pensions and finances, but most importantly to a degree that i could understand his advice on how and why he was taking the decisions that he has.

Have you seen the outcome you were hoping for?

Yes i have , taking into account the turbulence of the markets that we are experiencing in the recent and forth coming months , that Mark had predicted i am quite happy with the way Mark has invested my finances.

What could they have done better?

Honestly i do not think they could have bettered what has been offered to me in the Market status of today.

Mark's reply

Thank you David. It has been great to see your transition into retirement and see our cashflow analysis evidencing the theory of your resources meeting your lifestyle requirements into reality.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Surrey

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

I have been with Harper Lees for many years. Mark has taken over from Adrian Quick as our IFA

How has Mark MacLean helped you?

Mark has managed our investments and pensions, providing clarity on performance and help with our future funding as we look to move towards retirement in the next few years.

Have you seen the outcome you were hoping for?

So far we are happy with the outcome we want from Mark and Harper Lees

Mark's reply

Thank you Mark. It has been a pleasure to work with you and Angela and to assist you in making your financial and lifestyle decisions.

Review from verified client

November, 2022

Overall

Service

Advice

Value

Based in Cambridgeshire

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

I retired at the start of the pandemic and wanted to be sure my various pension pots were providing me with the best returns, taking into account my desire to invest in ethical and sustainable funds.

How has Mark MacLean helped you?

Mark has advised on: consolidation of some of the funds and leaving others with existing providers; the provider best able to meet my investment requirements; how to go about ensuring the pensions can be inherited outside my estate He also looked after the initial transfer of funds and has since helped with subsequent drawdowns and other paperwork required as necessary. He keeps me up to date with status, having both Zoom meetings during the pandemic, and face to face more recently.

Have you seen the outcome you were hoping for?

Given the detrimental impact on savings and investments arising from: the pandemic, Brexit knock-on effects, the war in Ukraine, the Truss budget debacle, it is hard to say that my pensions are in the state I was hoping for! However, this is not something Mark could have changed, and I think the pension state is as good as could have been expected without sacrificing my principles. I have been very pleased to see the measured positive outcomes from my pension investment, which makes me realise that despite everything, based on Mark’s advice, I have been able to contribute to helping the planet.

What could they have done better?

I can’t think of anything specific here.

Mark's reply

Thank you Lesley, I greatly appreciate your kind and detailed feedback. We have certainly seen an interesting series of market events since we first met! It was brilliant to finally see you and David in person after initially meeting during the 'lockdowns'. I look forward to seeing you both again soon.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

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

Excellent advice for many years in all of the areas above.

How has Mark MacLean helped you?

Personal servce and easily access to his skills and advice

Have you seen the outcome you were hoping for?

Yes considering the difficult times we all live in

What could they have done better?

Not a lot

Mark's reply

Thank you Brian for your very positive feedback and scores.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

Inherited money which needed careful investing

How has Mark MacLean helped you?

The money has been carefully invested securing the outcome I need.

Have you seen the outcome you were hoping for?

The money market at the moment is volatile but I have every confidence that Mark is doing all that he can.

What could they have done better?

Nothing

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Mark MacLean helped you since your last review?

As always, Mark's advice is thoughtful and based on sound analysis. The vfreklationshipo is entirely professional which I like.

Mark's reply

Thanks Fred for taking the time to provide your review, It has been a pleasure getting to know you after 'inheriting' you from Andy.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

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

Needing advice on long term savings and investment.

How has Mark MacLean helped you?

Always given good advice on above

Have you seen the outcome you were hoping for?

Yes over many years

Mark's reply

Thank you Derek. Your positive scores and feedback is greatly appreciated after our 30+ years working together.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Surrey

This review is a follow-up review from a client who left a review previously.

How has Mark MacLean helped you since your last review?

Continued to manage our finances as planned and as recommended.....everything seems as expected and as discussed with Mark, including the vicissitudes of market volatility.

Mark's reply

Thank you Paul. It has been a pleasure to work with you for the last 20+ years. Your scores and feedback are greatly appreciated. However, an ever greater endorsement has been your willingness to recommend family members - thank you!

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Mark MacLean helped you since your last review?

Mark has finalised all the financial details from my divorce, amalgamating small pension pots I had so I can see clearly where my money is and how it is working for me

Mark's reply

Thank you so much Diane. It has been great to assist you into your 'new life' by providing reassurance,

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Essex

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

Had money and didn't know what to do about it. Moved with Mark from BDO and Cantab and always had the best service.

How has Mark MacLean helped you?

Consistently kept a careful eye on our investments and offered the best advice in a friendly and efficient manner ... and supplied good biscuits!

Have you seen the outcome you were hoping for?

Yes. We have consistently benefitted from his advice.

What could they have done better?

Can't think of anything as nothing has gone wrong.

Mark's reply

Thank you Brian!

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

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

Receiving an inheritance.

How has Mark MacLean helped you?

Mark has invested my money wisely and keeps a permanent watch on the market for my overall benefit.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t think he could do any better

Mark's reply

Thank you Sue!

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Essex

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

I was considering retirement and as I had run my own business for more than 30 years needed specialist advice on the pension I had acquired.

How has Mark MacLean helped you?

As I am a very cautious investor Mark advised us to split our investments into 50% cast iron investments and 50% speculative investments to give us a better income.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

I do not believe they could have done anything better.

Mark's reply

Thank you for leaving such positive feedback. It was great to be able to provide reassurance that you could transition into retirement without financial concerns.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

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

Coming up to pension age.

How has Mark MacLean helped you?

Excellent professional advice on all aspects of Pensions, Savings, Financial planning and Investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Mark's reply

Thanks Graham for your kind comments and rating. It has been a pleasure to assist you and Fiona in making the adjustment from the ‘cliff edge’ of finishing work into a hopefully very active retirement. Good luck for making up for lost time on those holidays!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

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

We needed an expert in pensions.

How has Mark MacLean helped you?

By giving advice in a clear and concise manner

Have you seen the outcome you were hoping for?

Yers

What could they have done better?

Not much really

Mark's reply

We greatly appreciate you taking the time to provide a review. Making sense of your collection of pensions was very satisfying and more importantly showing that your retirement lifestyle could be met now. I look forward to reviewing your next published novel!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

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

I'm hopeless at money matters

How has Mark MacLean helped you?

Mark was recommended to us and is still giving sound advice many years later

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Had a magic wand

Mark's reply

Thank you so much Dave. Working with you for over 15 years has been a pleasure. You may consider yourself as hopeless with money matters, but your engineering skills are vastly superior to mine! Maybe you could design that magic wand for me!! I look forward to seeing you very soon.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in London

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

To amalgamate several disparate policies.

How has Mark MacLean helped you?

Straight forward advice illustrating future financial outgoings versus income.

Have you seen the outcome you were hoping for?

Bearing in mind current inflation rates and worldwide financial downturns the returns have been good.

What could they have done better?

I'm ok with the current service.

Mark's reply

Dear John. Thank you for your amazing scores and it is great to hear that our cashflow analysis to illustrate how the future will look has been of benefit to you.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Bristol

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

retirement/ financial planning

How has Mark MacLean helped you?

Excellent impartial advice. I have known Mark for years and trust him

Have you seen the outcome you were hoping for?

Yes

Mark's reply

Dear Peter. Thank you for your kind comments and high scores. It is a privilege to have your trust. It has been a pleasure to work with you for so many years.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Berkshire

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

When I divorced I need someone to sort out my pensions.

How has Mark MacLean helped you?

Mark made sure my pension money was carefully invested for my future

Have you seen the outcome you were hoping for?

I have been delighted with my investments.

What could they have done better?

For me nothing.

Mark's reply

Thank you Hilary for your excellent ratings and comments. It has been lovely to work with you in the build up towards and since your retirement. Our aim is always to ensure that you can see through the noise of investment market conditions and bring reassurance to your longer-term financial plan.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

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

The reasoning for the requirement of a financial advisor was that i do not have the skill set to be able to manage my assets efficiently. That said, when i was still working, my company had offered to all employees a financial advisor from our pension provider if we wished to take them on . Having known some of my colleagues that had chosen to go with them and the reviews that came back on the advise given led me to believe that their was no personnel touch and some doubt on if they really had your full interests on board.

How has Mark MacLean helped you?

Mark was able to explain in full depth the pro”s and con”s on directions of choice in simple “Layman’s terms for the best investments to suit my situation. This allowed me to understand my best options and gave me confidence in my overall decisions.

Have you seen the outcome you were hoping for?

Yes i am more than happy with the results on the advice given by Mark.

What could they have done better?

So far the service that they have given is sufficient for my personnel needs.

Mark's reply

Thanks David for taking the time to provide your valuable comments. It is pleasing that you feel we helped you to having confidence in our advice and the personal touch. We try very hard to limit financial jargon to a minimum. It has been a pleasure to advise you for many years and even better to see our planning in action to now support your retirement.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in London

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

Initially insurance and protection which evolved into financial planning.

How has Mark MacLean helped you?

Put protection in place, developed a pension and investment strategy and overall a complete financial plan built around my current and future needs.

Have you seen the outcome you were hoping for?

Yes. I have been very happy with outcomes and progress of my financial plan.

What could they have done better?

Nothing. I have no complaints at all.

Mark's reply

Dear Steve. Thank you for your kind comments and excellent ratings. It has been a pleasure to work with you over so many years. I am thrilled that you are happy with the outcomes and progression of your financial plan - it is incredibly rewarding for us to provide reassurance and sometimes a challenge to held you make better decisions.

Review from verified client

November, 2021

Overall

Advice

Value

Service

Based in Essex

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

Unable to manage investments.

How has Mark MacLean helped you?

Mark spent a lot of time explaining how best to invest our savings taking careful note of our risk level required.

Have you seen the outcome you were hoping for?

Yes, we are able to understand at a layma’s level what is happening to our investments.

What could they have done better?

We are happy with level of service but find the use of the technology rather challenging, eg getting access to statements.

Mark's reply

Thanks Pat for your very helpful comments. It has been a pleasure to work with you over so many years. We are sorry to hear that our technology has been challenging for getting access to updates. The system is intentionally secure to ensure your data is safe. However, we need to find a better way of communicating with you if this is a barrier. I will be in contact to discuss how we can improve that experience for you.

Review from verified client

November, 2021

Overall

Advice

Service