Mark's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 8 )
Pensions ( 47 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 31 )
Auto Enrolment ( 1 )
Investments and Savings ( 41 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 16 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 22 )
Financial Mentoring ( 9 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 5 )
£100k - £200k ( 4 )
Up to £50k ( 9 )
£50k - 100k ( 3 )
Review
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Mark Block helped you?
Friendly and knowledgeable- no hard sell at all. Informative and agreed decisions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Nottinghamshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Mark Block helped you?
In very way ,could not have done it without him
Have you seen the outcome you were hoping for?
Yes although the investments have not yet performed as well as we both would have hoped
What could they have done better?
Nothing
Review
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Mark Block helped you?
Consolidating several pensions into one
Have you seen the outcome you were hoping for?
So far yes
What could they have done better?
Nothing
Review
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Mark Block helped you?
Consolidating Pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Nottinghamshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to understand my pensions
How has Mark Block helped you?
Yes
Have you seen the outcome you were hoping for?
Yes