Marcus Flint

Marcus Flint

AGW Financial Planning Ltd

Marcus's reviews

Reviewed for

Insurance and Protection ( 3 )

Pensions ( 11 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 4 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 4 )

Pension Transfers - Specialist ( 6 )

Financial Planning ( 6 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£200k - £500k ( 2 )

Up to £50k ( 3 )

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Marcus

Marcus was empathetic professional and reassuring. He provided excellent advice.

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Marcus

Marcus asked lots of question , answered our questions , to help him find the best solutions for us

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Marcus

marcus came to help me with my pension finances. He explained everything really clearly and made me and my wife feel really comfortable about our next steps looking forward to see where we go from here.

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Marcus

A very knowledgeable guy, a pleasure to have I our home.. he listens & advised us on our particular financial circumstances the whole meeting was very informative & cover aspects we hadn't considered a very worth while visit fir us

Review

by a verified client in Yorkshire

3 months ago

Overall

Advice

Service

Value

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

Reaching pensionable age.

How has Marcus Flint helped you?

Marcus has given us the advice and the knowledge to make us feel more educated on making financial decisions. His friendly and professional manner makes the process easier.

Have you seen the outcome you were hoping for?

Yes. Through his hardwork and attention to detail