Marcus's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 29 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 14 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 4 )
£50k - 100k ( 7 )
Up to £50k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Cheshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to discuss moving my pension to allow for more flexibility.
How has Marcus Platt helped you?
Confidence and trust is a must when discussing financial planning. I'm grateful to Marcus and Family Tree Wealth management for their advice. Wouldn't go anywhere else and highly recommend their services.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/a
Review
by a verified client in Merseyside
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My pension fund with another firm was under performing
How has Marcus Platt helped you?
He's helped to grow my pension fund
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Merseyside
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a Client of Marcus now for many years and the service and attention to detail is great.
How has Marcus Platt helped you?
By having my money invested to give me a greater return.
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
No all good
Review
by a verified client in Merseyside
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional approachable and supportive
How has Marcus Platt helped you?
Reinvestment from legal and general
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Flintshire
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Marcus Platt helped you?
Pension, Retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Found you sooner