Mark's reviews
Reviewed for
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Staffordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Mark Battersby helped you?
Mark has looked after my pension needs for many years now
Have you seen the outcome you were hoping for?
My pension has performed far better than I expected
What could they have done better?
Mark is courteous, friendly and to the point. I can’t think of anything they could have done any differently
Review
by a verified client in Staffordshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wasn’t happy with my previous advisor.
How has Mark Battersby helped you?
Moved my pensions and given great advise where to invest for my future.
Have you seen the outcome you were hoping for?
Presently yes.
What could they have done better?
Nothing at present.
Review
by a verified client in Northamptonshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Impending retirement.
How has Mark Battersby helped you?
In short, set up a pension plan. Explained thoroughly the process and options. Friendly service throughout.
Have you seen the outcome you were hoping for?
Yes, very happy.
What could they have done better?
N/A
Review
by a verified client in Buckinghamshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My inability to do it myself
How has Mark Battersby helped you?
He has sorted out my myriad of pensions
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Oxfordshire
10 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Managing investments and pensions in retirement
How has Mark Battersby helped you?
Provided sound, valuable advice related mainly to pension fund investment levels
Have you seen the outcome you were hoping for?
In the main yes although the period through Covid upset the apple cart