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 )
Review
by a verified client in Essex
7 days 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
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?
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
2 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
5 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.Review
by a verified client in Leicestershire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need to invest money to secure our long term financial future.
How has Mark MacLean helped you?
Creating a long term financial strategy that takes our current and future needs and desires into account.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing springs to mind