Marc's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 3 )
Pensions ( 115 )
Retirement income (annuities, drawdown) ( 60 )
Auto Enrolment ( 1 )
Investments and Savings ( 69 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 6 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 46 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 33 )
£100k - £200k ( 17 )
( 1 )
Up to £50k ( 21 )
£50k - 100k ( 11 )
Review
by a verified client in Northamptonshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to plan for retiring and a close friend mentioned Marc highly
How has Marc Dicks-Jones helped you?
Marc spoke in a way that made me feel at ease on arrival , very customer focused and regular feed back via emails
Have you seen the outcome you were hoping for?
Yes I have and have since recommended Marc as I feel he would give others the same time and confidence
What could they have done better?
Tbh I felt Marc went above and beyond to make me feel at ease and took time so that I could understand more about pensions
Marc:
Thank you, Iain and Nicola, for such a thoughtful review. Helping you feel at ease and confident around pensions and retirement planning was the priority from day one. These are big decisions. They deserve time, clarity, and plain English. I’m glad that came through. I also appreciate your trust in recommending me to others. That means more than any marketing gimmick. It tells me the process worked and the outcome mattered. Thank you again for the confidence you’ve placed in me. It’s been a pleasure working with you both. MarcReview
by a verified client in Northamptonshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking early retirement
How has Marc Dicks-Jones helped you?
Affirdability plan for early retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Marc:
Richard, thank you for taking the time to leave your review. I’m really pleased the early-retirement affordability planning has given you the clarity and confidence you were looking for. Making a big decision like stepping back from work needs solid numbers and a clear plan, so it’s great to hear the outcome has matched your expectations. I’m glad you feel on track with everything we’ve put in place. Helping clients map out sustainable income through retirement is a key part of good retirement strategy and pension planning, and it’s encouraging to know the process has felt straightforward for you. Thank you as well for the recommendations you’ve made to others looking for financial advice around Northamptonshire. Your support is genuinely appreciated.Review
by a verified client in Northamptonshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to put all my pensions together in one pot
How has Marc Dicks-Jones helped you?
Marc has always responded promptly and given the best advice for our personal circumstances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I can think of, all bases were covered
Marc:
Gerard, thank you for the review. I’m really pleased the pension consolidation work has delivered what you were aiming for, and that the advice has felt prompt, clear and suited to your circumstances. Bringing everything into one place can make a huge difference, and it’s great to hear the results have met your expectations. I’m glad you feel confident about the path ahead. Good retirement structuring and straightforward pension advice are meant to give clarity, not complication, and it’s good to know that’s been your experience. I appreciate your willingness to recommend me to others who may be looking for financial support or retirement planning in Northamptonshire. Thank you again, Gerard.Review
by a verified client in Northamptonshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice and consolidation
How has Marc Dicks-Jones helped you?
Consolidated pension to single provider and advised on investment risk.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
-
Marc:
Paul, thank you for your review. I’m glad the pension consolidation work and conversations around investment risk have given you the clarity you were looking for. Moving everything to a single provider can make planning so much easier, and it’s great to hear the outcome has matched your expectations. It’s also good to know you feel confident in the direction we’ve set for your long-term plans. Clear and steady pension guidance is important, especially when you’re aiming to simplify things and focus on what matters most. I appreciate your willingness to recommend me to others who may be looking for retirement advice or financial support across Northamptonshire. Thanks again for your trust, Paul.Review
by a verified client in Northamptonshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted sound financial advice
How has Marc Dicks-Jones helped you?
Marc has helped navigate me around the the financial system
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Marc:
Bob and Julie, thank you for your review. I’m really pleased to hear that the guidance has helped you work through the financial decisions around pensions and retirement, and that you’ve felt confident with the direction we’ve taken. Navigating the financial landscape can feel complicated, so it’s great to know the support has made things clearer for you both. Helping clients make informed decisions is at the core of good retirement guidance and pension planning, and I’m glad the results have matched what you were aiming for. Your willingness to recommend me to others means a lot, especially for people in Northamptonshire looking for clear, experienced financial advice. Thank you both for the trust you’ve shown over the many years we’ve worked together.