Reviewed for

Insurance and Protection ( 36 )

Mortgages ( 52 )

Pensions ( 34 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 13 )

Investments and Savings ( 40 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 5 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 16 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 3 )

£100k - £200k ( 10 )

( 1 )

£50k - 100k ( 7 )

Up to £50k ( 17 )

Client reviews

First impression from a user who is not yet a client

April, 2024

Overall

Please provide a brief comment about your experience with Mark

Mark is very personable, knowledgeable and put’s you immediately at ease with his down to earth approach to financial advice.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Yorkshire

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

Amalgamation of pensions.

How has Mark Hinchliffe helped you?

Organised my different pensions into one, and sorted out my life insurance

Have you seen the outcome you were hoping for?

It's a long term process, but I'm reasonably happy with the results at the moment.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in West Yorkshire

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

A number of years ago I needed some financial advice whilst going through a tricky patch owning a business. After speaking with mark, he helped us through with advice and a plan of what we needed to do.

How has Mark Hinchliffe helped you?

Mark has helped with mortgages, insurance and pensions over the years. He is now my go to for all finanacial advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Lancashire

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

Money and property left through inheritance.

How has Mark Hinchliffe helped you?

Discussion on all options available and invested accordingly.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, I am very happy with the advice and outcomes.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Cheshire

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

Redundancy/Retirement

How has Mark Hinchliffe helped you?

By presenting information in a straightforward and understandable way so a decision can be made. By being pro-active on a regular basis.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. I am satisfied with my financial advice.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Powys

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

Selling my house Mark

How has Mark Hinchliffe helped you?

Mark has been very helpful

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Cheshire

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

Moving my pension to a local adviser based on recommendations

How has Mark Hinchliffe helped you?

In many ways, consistent and good proven advise

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needing professional advice on any investments.

How has Mark Hinchliffe helped you?

Mark helped me to consolidate my investments as they were with too many providers and difficult to manage.

Have you seen the outcome you were hoping for?

The returns have been excellent over the period Mark has been handling my affairs.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

I was coming to retirement age and needed to speak to a financial advisor and after searching around and looking at reviews I decided to contact Mark.

How has Mark Hinchliffe helped you?

I needed to sit down with someone to explain what options I had, after chatting with Mark I fully understood the options that were open to me, his explanation was clear and precise.

Have you seen the outcome you were hoping for?

As at present yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Transferring Company Pension pot to private account

How has Mark Hinchliffe helped you?

Provided expert advice and managed the process competently.

Have you seen the outcome you were hoping for?

Yeas

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Personal wealth creation from deals done in my business.

How has Mark Hinchliffe helped you?

Mark is on hand to listen, provide advice, gather potential options and is a trusted advisor.

Have you seen the outcome you were hoping for?

The last couple of years have been very challenging for investments and their respective performance. Initially the investments made performed well but several have suffered for a couple of years.

What could they have done better?

It is difficult to say what Mark could have dome better because there has been a very challenging backdrop in which to judge investments made.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

I had a number of savings and pensions and felt I need advice in order to ensure I was in a strong financial position for when I retire.

How has Mark Hinchliffe helped you?

Mark has always given me options and fully explained the potential outcomes based on what my requirements are. His decisions and advice have always worked out for the best for me and his knowledge of me as a client is excellent. I have total trust in what he does and have been able to benefit enormously from being Mark's client.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The only thing I should have done better was to obtain the advice earlier in my life!

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed help to organise pension and finances for retirement

How has Mark Hinchliffe helped you?

Mark always brings new ideas and opportunities to the table. With these come realistic and understandable advice

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed to merge pensions

How has Mark Hinchliffe helped you?

Merged pensions

Have you seen the outcome you were hoping for?

Not yet to early

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Manchester

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

Inherited money

How has Mark Hinchliffe helped you?

Advised which fund to invest in

Have you seen the outcome you were hoping for?

At the moment yes

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Denbighshire

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

Wanting a better return for our savings and some advice on future financial planning

How has Mark Hinchliffe helped you?

Given us a better idea of what we need to do now to provide for the future

Have you seen the outcome you were hoping for?

Not really. But that's nothing to do with mark,. Just a poor time for investments generally. We're very happy with marks advice and services.

What could they have done better?

N/a

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

Recommendation from previous adviser

How has Mark Hinchliffe helped you?

Professional advice given without bias, I feel secure in the handling of my business

Have you seen the outcome you were hoping for?

This is ongoing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had received a cash lump sum and need advice how to invest it

How has Mark Hinchliffe helped you?

By always being honest about possible positives and negatives of my investments

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

There is nothing i can think of

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Mark was already my sons adviser

How has Mark Hinchliffe helped you?

He explained about pensions

Have you seen the outcome you were hoping for?

I decided to not start a pension for now

What could they have done better?

He explained everything really well, I just decided to not go ahead at tye minute

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Advice on pensions .

How has Mark Hinchliffe helped you?

He has always kept us informed and updated on the performance of my pension.

Have you seen the outcome you were hoping for?

Yes .

What could they have done better?

N/A

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Pension funds

How has Mark Hinchliffe helped you?

Mr Hinchliffe was very helpful thank you.

Have you seen the outcome you were hoping for?

Yes I was very happy with the outcome.

What could they have done better?

Nothing that I can't see.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

I have used mark several times now

How has Mark Hinchliffe helped you?

Mark managed to tailor my insurance to suit all my needs

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing. Perfect service

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

We needed to re-mortgage and he has helped us do this in the past.

How has Mark Hinchliffe helped you?

Helped us every step of the way to re-mortgage our home.

Have you seen the outcome you were hoping for?

Yes,we are 100% happy with our outcome.

What could they have done better?

Nothing comes to mind, as I said 100% happy.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had received a mortgage DIP from our existing provider but, when our purchase property was downvalued by that lender.

How has Mark Hinchliffe helped you?

Mark helped us in identifying an appropriate alternative lender and progressing things quickly, so we did not lose the property.

Have you seen the outcome you were hoping for?

Yes, absolutely. We were able to get a mortgage from another provider with a slightly better valuation, which meant we could buy the property we intended to buy.

What could they have done better?

Nothing. Even when Mark was away for a week on holiday (entirely understandable), his assistant kept us updated and ensured we were aware of that was happening and saw no detrimental effect upon the service.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

I was looking to secure financial advice around two properties that I own, as well as general financial advice

How has Mark Hinchliffe helped you?

Mark was infinitely patient as I explored lots of different scenarios with him. He was very knowledgeable, genuine and down-to-earth and his analytical approach helped me to think differently about the situation. I would not hesitate to recommend him

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing - he was superb

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Yorkshire

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

Advice regarding remortgaging

How has Mark Hinchliffe helped you?

Mark has helped us with remortgaging in what is currently a very challenging time due to the speed at which the market is changing. He has provided invaluable information and cleary laid out all available options, guiding us through the process and making it as easy as possible. We cannot recommend Mark highly enough.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - completely happy with service received.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

Initially it was for Mortgage advice.

How has Mark Hinchliffe helped you?

Over the years Mark has helped me with mortgage, life insurance and pension advice.

Have you seen the outcome you were hoping for?

Yes, Mark has exceeded my expectations.

What could they have done better?

Nothing.

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Mark

Mark has helped us with remortgaging in what is currently a very challenging time due to the speed at which the market is changing. He has provided invaluable information and cleary laid out all available options, guiding us through the process and making it as easy as possible. We cannot recommend Mark highly enough.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

The market was tricky and wanted advice on re-mortgaging.

How has Mark Hinchliffe helped you?

Yes he worked his ‘socks off’ got us a fantastic deal with leading mortgage provider.

Have you seen the outcome you were hoping for?

Yes it was better than expected.

What could they have done better?

Nothing we are delighted with the end result.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

First time buyer and recommendation from friend.

How has Mark Hinchliffe helped you?

Helped me through the whole process making it as enjoyable as possible and informative. Mark also answered all of my many questions.

Have you seen the outcome you were hoping for?

Absolutely above and beyond expectations.

What could they have done better?

Nothing.

Review from verified client

December, 2021

Overall

Value

Advice

Service

Based in West Yorkshire

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

Future savings

How has Mark Hinchliffe helped you?

Invested money and advice on a mortgage

Have you seen the outcome you were hoping for?

Maybe too early to say as was only a few month ago

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Manchester

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

Moving home and then further building improvements

How has Mark Hinchliffe helped you?

Mark provided advice on how best to structure our mortgage and loan to fund the re-build. Mark then helped the subsequent remortgage.

Have you seen the outcome you were hoping for?

Yea, all worked to plan.

What could they have done better?

Nothing that I can think of

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Denbighshire

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

Having some savings we wanted to maximize the returns from

How has Mark Hinchliffe helped you?

By helping us work out what we need to do now to accomplish our goals

Have you seen the outcome you were hoping for?

Only just taken out the investments last month . But very happy with his advice

What could they have done better?

Nil

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

Mortgage

How has Mark Hinchliffe helped you?

Found the perfect deal

Have you seen the outcome you were hoping for?

Yep

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Yorkshire

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

Sometimes the financial products available can be a bit overwhelming and need advice sorting through all the best things to look for.

How has Mark Hinchliffe helped you?

Mark was great at look after all our needs and advising the best products.

Have you seen the outcome you were hoping for?

We are very happy with all the advice we received and will continue to use Mark in the future.

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Moving home

How has Mark Hinchliffe helped you?

Found a mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Morgage

How has Mark Hinchliffe helped you?

Did everything that needed doing to buy my property

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Shropshire

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

W needed a mortgage

How has Mark Hinchliffe helped you?

He organised our Mortgage in a seamless fashion...

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

End of Term mortgages

How has Mark Hinchliffe helped you?

Sourced new Buy to Let mortgages

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as very helpful

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

Husbands death

How has Mark Hinchliffe helped you?

With pension and saving advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Manchester

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

Moving house

How has Mark Hinchliffe helped you?

Mortgage advice and delivery

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

Left an amount of money in a legacy payment

How has Mark Hinchliffe helped you?

advised how to invest to get the best return on the amount

Have you seen the outcome you were hoping for?

yes

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Yorkshire

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

I was looking to save for my retirement.

How has Mark Hinchliffe helped you?

Mark explained the options clearly and set up a pension scheme for me.

Have you seen the outcome you were hoping for?

Yes, the performance of the policy has been better than I expected and it is an ethical fund which was one of my requirements,

What could they have done better?

Not much.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

I was mainly looking for advice on pensions and savings and how best to invest.

How has Mark Hinchliffe helped you?

Mark gave me a number of options and explained the pros and cons of each. He has a thorough understanding of what I need and my level of risk and this means that I have confidence and peace of mind in my choices.

Have you seen the outcome you were hoping for?

Given the significant challenges over the last couple of years and the economic impact the performance of my investments have been good and it is pleasing to see that the advice Mark has given is helping to protect my investments.

What could they have done better?

I don't have the experience to say what could be done better. What I would say is I judge the performance on what was discussed from the outset and so far the results would show that everything we agreed on has worked.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

I started working with Mark a number of years ago when we found ourselves in a bit of financial difficulty with our business. We were wanting to move house but due to problems with our business at the time, we weren't sure whether this was an option. We were introduced to Mark who instantly advised us of our options and what we needed to do going forward.

How has Mark Hinchliffe helped you?

Mark gave us some fantastic advice of how to get our credit in order over the coming year so that we would be in a much better financial and credit worthy position. On following this advice, we successfully managed to move house. This was 6 years ago. Since then Mark has provided us with advice around pensions and protection. He has also worked with members of my family in providing advice on pensions.

Have you seen the outcome you were hoping for?

We have, we successfully moved house 6 years ago, and have seen a healthy increase in value in both mine and my husbands pensions.

What could they have done better?

Nothing, we were extremely pleased with the support and advice Mark gave from the beginning of the process in what was quite a stressful period. I have recommended Mark to both family and friends and will continue to do so.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

Investing money

How has Mark Hinchliffe helped you?

Help me prepare for an investment package

Have you seen the outcome you were hoping for?

Yes and more

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lincolnshire

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

I wanted the best advise from a professional

How has Mark Hinchliffe helped you?

Mark explained everything clearly and everything was set up seamlessly

Have you seen the outcome you were hoping for?

Yes I have

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Manchester

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

I am a landlord of rental properties, so need ongoing support and advice on buy to let mortgage

How has Mark Hinchliffe helped you?

By looking at my property portfolio, exploring my options and laying them out to me in a clear and concise way

Have you seen the outcome you were hoping for?

Yes, I feel confident I have the best deals possible

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

I became an self-employed contractor

How has Mark Hinchliffe helped you?

Prepared a package of insurance and pension to provide a similar level of assurance as my previous corporate package

Have you seen the outcome you were hoping for?

As much of the cover was assurance I fortunately have not needed it but it is reassuring to know the protection is in place. Investments seem to have performed well but again hard to compare.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

To secure a good pension and seek professional advice.

How has Mark Hinchliffe helped you?

He provided me with excellent advice and my pension is constantly working for me.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

NA

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Powys

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

Investment

How has Mark Hinchliffe helped you?

We're the best place was to investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in West Yorkshire

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

I needed some expert financial advise

How has Mark Hinchliffe helped you?

Sorted out my pensions and put together my life and injury insurances

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Powys

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

sale of house

How has Mark Hinchliffe helped you?

advised on investments

Have you seen the outcome you were hoping for?

not yet

What could they have done better?

don't know

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Manchester

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

Multiple remortgages

How has Mark Hinchliffe helped you?

Discussed multiple options at length and worked out best approach

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Held a video call so can demonstrate options available

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

looking for a remortgage

How has Mark Hinchliffe helped you?

He advised which product would fit best and helped throughout the process to make things easier

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Change mortgage to buy to let. Apply for a new mortgage for a 2nd property.

How has Mark Hinchliffe helped you?

Helped change the rental property to a buy to let mortgage and helped us apply for a 2nd mortgage to enable us to move house. Mark came to us and dealt with everything prompt and efficiently.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - We had no complaints. Everything ran as it should have done.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Upon having children it was time i started looking at the relevant insurances and protection

How has Mark Hinchliffe helped you?

Mark was fantastic, spoke about the products in simple terms, really help me to understand my cover and what would happen if anything happened to myself or my partner

Have you seen the outcome you were hoping for?

Yes absolutely, whenever i discuss financial matters with Mark i always get the outcome i require

What could they have done better?

Not much to be honest that's why i go back and use Mark time and time again

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

A need for a trusted Mortgage and Life Insurance adviser

How has Mark Hinchliffe helped you?

Educated us on different mortgage and life insurance products and what worked best for us.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

I really struggle to think of any suggestions on Mark could improve. We really appreciate Mark's straight to the point approach.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Yorkshire

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

1 We required a mortgage and i had heard of marks services, 2 we had a sum of cash and were concerned about it sitting in the bank with no financial gain potentially at risk 3 I have numerous pensions that require consolidation

How has Mark Hinchliffe helped you?

1 successfully obtained a mortgage for ourselves, 2 we were given advice on options ands potential outcomes 3 mark is currently reviewing my situation

Have you seen the outcome you were hoping for?

1 yes 2 yes we changed our mind due to Covid 19 and personal circumstances 3 i have not received feedback at present

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Wanted professional advice.

How has Mark Hinchliffe helped you?

Was excellent with our Mortgage and life insurance.

Have you seen the outcome you were hoping for?

Yes very happy with outcome.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

I have used Mark on a number of occasions when moving house and remortgaging.

How has Mark Hinchliffe helped you?

Mark was able to find the best products available to us that met our needs and circumstances. Mark was able to provide advice and guidance and really took the stress off us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Buying my first home

How has Mark Hinchliffe helped you?

Found suitable product

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Lancashire

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

I wanted a great new mortgage deal, which I received.

How has Mark Hinchliffe helped you?

Mark helped me to get my best deal for a 5 year fixed mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I was very happy with the service provided.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

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

I arranged a review of my potential IHT liability, which identified Equity Release as an option, so I looked for a specialist adviser for this requirement.

How has Mark Hinchliffe helped you?

He surveyed the market for larger Equity Release mortgages, and identified two potential lenders. He helped select one and managed the offer, valuation and completion process.

Have you seen the outcome you were hoping for?

We were not able to achieve the size of loan we were seeking, in part due to Covid-19 restrictions, which prevented a normal valuation process.

What could they have done better?

I can't think of anything Mark could have done better.

Review from verified client

September, 2020

Overall

Value

Service

Advice

Based in West Yorkshire

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

It started with me looking for a mortgage and then expanded from there.

How has Mark Hinchliffe helped you?

Mark set me up with a mortgage deal which was better than I expected, he then helped tailor my insurance and protection needs. He always explained the benefits and of certain products while never pressuring me into any purchase. Later when I wanted to invest, Mark was the perfect person for me to use after the previous advice he had given me.

Have you seen the outcome you were hoping for?

My investments have steadily increased over the years, even through recessions and dips in the markets. My Protection covers Mark has reviewed with me regularly making sure my needs are always met.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Retirement

How has Mark Hinchliffe helped you?

Set up pension

Have you seen the outcome you were hoping for?

Yes

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Yorkshire

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

I needed to review my life and critical illness policies.

How has Mark Hinchliffe helped you?

Mark was able to show me a range of policies based on my needs. He was knowledgeable about the various options, so I was able to make an informed decision as to which was the best product for me.

Have you seen the outcome you were hoping for?

Yes, I have a good policy at a price I am happy with.

What could they have done better?

I don't believe there is anything Mark could have done better, I am very happy with the advice received.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Lancashire

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

Financial advice

How has Mark Hinchliffe helped you?

He advised me in a professional and friendly way. I feel confident with his advice.

Have you seen the outcome you were hoping for?

Too soon to comment

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Need of a mortgage

How has Mark Hinchliffe helped you?

He organised the mortgage and has been for years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Yorkshire

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

I had money I wanted to invest and Mark was my choice as he is my sons financial advisor and has always done a great job.

How has Mark Hinchliffe helped you?

He helped me to invest my money in the place he thought would make the best return.

Have you seen the outcome you were hoping for?

The investment was steadily growing until the recent pandemic.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in East Riding

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

I needed a complex mortgage which involved remortgaging plus applying for a new mortgage

How has Mark Hinchliffe helped you?

Mark did a lot of work on my behalf to get me a great deal. Mark really spent a lot of time and effort to get me a deal that I could afford and you’d find it difficult to find someone who is enthusiastic at Mark is.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

I came to Mark with what I thought was a long shot as my mortgage requirement was difficult to say the least but mark put me at ease when we first met and came through bang on time

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

I was in need of a professional with experience to point me in right direction for big life decisions

How has Mark Hinchliffe helped you?

Mark made me confident in decisions and most off I trusted his judgement

Have you seen the outcome you were hoping for?

Outcome was better than one I hoped for without a doubt

What could they have done better?

Absolutely nothing more on Mark's behalf could have been done

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

I need advice on my pension

How has Mark Hinchliffe helped you?

Mark sorted all my pension out and he was a great help

Have you seen the outcome you were hoping for?

I was more than happy with the outcome .

What could they have done better?

Mark could not have done no better he did everything I asked and more,

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

First time buyer

How has Mark Hinchliffe helped you?

Obtained a mortgage for me and provided me with life insurance details, he also recommended a surveyor

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Everything went well so I have no suggestions

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

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

Mortgage information and the best deals etc.

How has Mark Hinchliffe helped you?

We have worked with Mark on 3 occasions now and he has been a great help everytime. A professional and friendly service from start to finish.

Have you seen the outcome you were hoping for?

Yes, 3 times. Cheapest deals and a friendly, efficient service.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Needed mortgage and insurance advice

How has Mark Hinchliffe helped you?

Sorted everything from start to finish with smooth Honest efficiency.

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

Nothing as he did everything that was required.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

wanted advice after sale of house fell through

How has Mark Hinchliffe helped you?

provided sound advice and worked really quickly to get us the right mortgage

Have you seen the outcome you were hoping for?

yes, we were able to raise the funds to buy our new house and remortgage our previous home on a buy to let

What could they have done better?

not sure Mark could have done any more for us

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

Advice following inheritance.

How has Mark Hinchliffe helped you?

Looked at what type of investments I was looking for, risk, time scale. Arranged investments as required.

Have you seen the outcome you were hoping for?

2 years into a 5 year plan.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

Divorce

How has Mark Hinchliffe helped you?

Explained what was on offer and available for me and what may suit my needs best Never pushed me into anything and gave me time to review information and options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Long term security

How has Mark Hinchliffe helped you?

He arranged everything on the lead up to signature

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Yorkshire

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

Pending retirement

How has Mark Hinchliffe helped you?

Advices about investments and management of pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Mark meets with us as we require and can always be contacted with questions if necessary.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Re mortgaging of a buy to let property

How has Mark Hinchliffe helped you?

Found me a great new mortgage at a better rate than I had been paying

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing, a first class service

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Equity release advice and a Pension Annuity

How has Mark Hinchliffe helped you?

Mark helped in securing a Lifetime Mortgage and Pension Fund release and Annuity.

Have you seen the outcome you were hoping for?

Yes l have

What could they have done better?

Nothing really, Mark was very helpful with everything concerned with both the Equity Release and the Pension.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

Pension advise due to early retirement .

How has Mark Hinchliffe helped you?

Advice on pension and tranfers of pensions from one to another.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Every thing went smoothly.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Yorkshire

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

Refinancing a buy to let mortgages

How has Mark Hinchliffe helped you?

Mark came to our home by appointment and on time, with a choice of options

Have you seen the outcome you were hoping for?

Always

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Recommended by a family member

How has Mark Hinchliffe helped you?

Mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He was great, quick efficient & got the job done

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Cheshire

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

Early retirement

How has Mark Hinchliffe helped you?

Gave good and continuing advise explained each step in a detailed and friendly manner

Have you seen the outcome you were hoping for?

Indeed very happy

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

I met Mark some years ago through networking. He has helped me plan and finance/purchase 3 houses - most recently our dream home.

How has Mark Hinchliffe helped you?

Mark gave sound advice throughout the whole process. He fully empathised and helped me see the long term goal when things went wrong - as they can when your in a chain. His commitment to helping me buy our most recent house was second to none.

Have you seen the outcome you were hoping for?

Yes - Mark always secures me the best deals along with cash back upon completion which is always handy. He listens to what we need and always helps us achieve it.

What could they have done better?

Nothing - he was genuinely great all along whilst maintaining his professionalism.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Cheshire

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

Redundancy/Retirement

How has Mark Hinchliffe helped you?

Clear and constructive advice. Listened to what we wanted to achieve.

Have you seen the outcome you were hoping for?

Yes. We have a stable income to live off.

What could they have done better?

Not much. Everything was explained in a clear way.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Manchester

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

I was looking to re-mortgage 2 properties to release equity to purchase a third property. I had used Marks services before and found he provided an excellent service

How has Mark Hinchliffe helped you?

Mark was always available to assist, Marks advice was always succinct and realistic. I could contact Mark whenever I needed to throughout the process and he kept me fully informed of developments

Have you seen the outcome you were hoping for?

Yes, I no have 2 rental properties with BTL mortgages and a new home

What could they have done better?

Nothing, I think that Mark's service and advice were excellent

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

Banks not helping and made it hard to get good deals

How has Mark Hinchliffe helped you?

Helped me and wife banks refused us

Have you seen the outcome you were hoping for?

Yeah good deals

What could they have done better?

Push for the bank that person request for but if can’t then maybe later but brilliant help

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

I needed to make long term plans for the future.

How has Mark Hinchliffe helped you?

He advised me about building a portfolio to meet my needs

Have you seen the outcome you were hoping for?

So far I have seen satisfactory returns on my investments.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Manchester

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

I have had a poor credit rating and struggled for a provider to accept my partner and myself for a mortgage

How has Mark Hinchliffe helped you?

Mark was able to find us a suitable mortgage with us providing a slightly higher deposit and a reasonable monthly payment rate for 2 years. We were first time buyers and Mark was very informative and explained in detail all aspects of buying our first property.

Have you seen the outcome you were hoping for?

Yes we were accepted for a mortgage and it didnt take as long as we thought to go through.

What could they have done better?

Mark answered any questions or concerns we had and kept us updated at every stage we were very satisfied and would reccomend him.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

End of previous mortgage

How has Mark Hinchliffe helped you?

Gave me all products and advised.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing I thought

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

I was due to remortgage and wanted to make sure I was getting the best deal

How has Mark Hinchliffe helped you?

He went through different options whilst working out what was the best deal to suit my needs

Have you seen the outcome you were hoping for?

Yes completely

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

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

I needed advice on what the best options were in terms of getting the best return on my pension. I also look to renew my mortgage on a regular basis and Mark's advice and help means that I am able to achieve this and get the best deals.

How has Mark Hinchliffe helped you?

Mark gives me options and roots out the best deal for my circumstances. He explains the potential impact on whatever decision I make and provides detail on both the positives and risks involved.

Have you seen the outcome you were hoping for?

Regards my pensions we have recently transferred it so its a bit early to judge the result as yet. On the mortgage front the end result has always been what I had hoped for.

What could they have done better?

I am more than happy with the advice given and the regular reviews we have. My view is that all angles are covered and I dont feel that there is anything that can be improved upon.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Pension Review

How has Mark Hinchliffe helped you?

Transfer Pension

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

I had a previous financial adviser that I wanted to replace due to a lack of performance and communication.

How has Mark Hinchliffe helped you?

Listened to what I required, made suitable suggestions and recommendations based upon my circumstances and risk appetite and generally provided the hands on service I was looking for.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

I was very happy with all of the work carried out on my behalf.