Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 55 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 15 )

Investments and Savings ( 27 )

Pension Transfers - Non Specialist ( 12 )

Inheritance Planning ( 10 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 12 )

Financial Planning ( 12 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 8 )

£100k - £200k ( 9 )

Up to £50k ( 5 )

£50k - 100k ( 6 )

Client reviews

Repeat review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Leicestershire

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

mark is always very courteous in has approach to me and nothing ever seams to much trouble. it is normally me that is slow in getting back to him. which i must improve on. he always has sound advise in any questions i ask. kind regards ian

Mark's reply

Hi Ian, thank you for the review. It's much appreciated. Best wishes Mark

Repeat review from verified client

March, 2024

Overall

Advice

Value

Service

Based in London

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

As always, Mark checks in and explains how things are going. It's nice to know someone is keeping an eye out for me and Mark is always responsive to queries and questions.

Mark's reply

Hi Irene, Thanks so much for the review. Very best wishes Mark

Repeat review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

It’s always a pleasure to see Mark, so helpful with all his knowledgable financial advice, cannot rate him highly enough.

Mark's reply

Thanks so much for the review Ally. It was lovely to see you and Michael recently. Best wishes Mark

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Norfolk

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

I needed to sort out my pension, found vouched for on Google, Marks name came up, great reviews and local,ideal

How has Mark Wright helped you?

Streamlined my pension, retirement plan and general financial advice.

Have you seen the outcome you were hoping for?

Not yet as I haven't retired yet. But I feel it is all in hand.

Mark's reply

Thank you so much Matt, Very best wishes Mark

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

I completely trust Mark to manage my finances and keep me updated where appropriate, which has given me peace of mind.

Mark's reply

Hi Helen, Thank you so much for the review. I look forward to seeing you again in April. Very best wishes Mark

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lancashire

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Yes he has. He is both attentive and patient whenever he contacts me.

Mark's reply

Thank you so much for the review Robert. Happy New Year and very best wishes

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

He has continued to give me and my wife excellent advice along with a detailed full report regarding our pension plan.

Mark's reply

Thank you so much for the review Ian. Very best wishes to you and Angela

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Suffolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Bits and pieces along the way

Mark's reply

Thanks so much for the review Michael. It is much appreciated. Best wishes Mark

Repeat review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Kept informed regarding how the pension is performing

Mark's reply

Thanks for the review Marcus, Very best wishes Mark

Repeat review from verified client

August, 2023

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

He is always available to help me if I have a question. If has been a game changer financially for me I terms of budgeting and excellent advice. I look forward to my yearly meeting with Mark..

Mark's reply

Thank you for the lovely review Miranda, it's been a pleasure working with you

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Leicestershire

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

pension transfers

How has Mark Wright helped you?

Mark has always been at the end of the phone or email for advise . he has always been very courteous towards me , explaining how things work. and always offering sound advise.

Have you seen the outcome you were hoping for?

i think in general things can always be better but we are playing the long game. so expect ups and downs.

What could they have done better?

nothing really always sound advise

Mark's reply

Thanks so much for the review Ian Very best wishes Mark

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Norfolk

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

I'm nearing retirement and needed to get my financial affairs sorted out

How has Mark Wright helped you?

With my pension

Have you seen the outcome you were hoping for?

Not yet it's early days

What could they have done better?

Nothing that I can think of right now

Mark's reply

Hi Russell, Thanks so much for the review. Very best wishes Mark

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in London

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

We needed a review of my parents finances

How has Mark Wright helped you?

He was really great, he really understood what we needed and gave us some great advice . He was really thoughtful and knowledgable and helped us understand what we needed to do.

Have you seen the outcome you were hoping for?

Yes defiantly , couldn’t have been more helpful.

What could they have done better?

He was very thorough abs we were very satisfied with our meeting.

Mark's reply

Hi Antonia, thank you so much for you kind review. I can't believe it has now been a year since we last met! I hope you and your parents are keeping well. Very best wishes Mark

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Essex

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

Looking for someone to rationalise my somewhat fractured portfolio and sort out my pension pots.

How has Mark Wright helped you?

5+ years

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

He has done everything really well!

Mark's reply

Hi John, Thanks so much for the positive review. I look forward to catching up with you and Helen later in the year. Very best wishes Mark

Repeat review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Mark has been back to give us our annual review, to keep us on track, and to give us his best advice, as always.

Mark's reply

Thanks so much for leaving a review. It was lovely to see you and Michael again. Very best wishes Mark

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Norfolk

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

To build a sufficient pension with no prior knowledge.

How has Mark Wright helped you?

Mark took care off everything involved and made things very simple and care free for me

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing.

Mark's reply

Hi Tom, Thanks for the review. It's been great working together to get things set up for you. I look forward to our future meetings. Very best wishes Mark

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Leicestershire

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

I have used one of marks colleagues in the past but he moved to another part of the business and recommended mark

How has Mark Wright helped you?

In solid advise and chasing old pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t think he could very professional and a great attitude

Mark's reply

Hi Ian, thanks so much for the review. Best wishes Mark

Repeat review from verified client

March, 2023

Overall

Service

Advice

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

It's great having a check-up to ensure things are going to plan and I know I can contact Mark any time with any concerns or questions.

Mark's reply

Thank Irene. Very best wishes Mark

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Norfolk

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

I needed to start a private pension, and organise my existing pensions.

How has Mark Wright helped you?

Pension advice and general financial advice. Very friendly clear advice.

Have you seen the outcome you were hoping for?

Don't know yet, I haven't retired yet! But I feel happy that Mark is advising me.

What could they have done better?

Nothing

Mark's reply

Hi Matt, thanks for the review. Much appreciated. Best wishes Mark

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Norfolk

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

I have recently retired and needed some advice on my pension plans

How has Mark Wright helped you?

He advised about my pension plans

Have you seen the outcome you were hoping for?

Not yet! May take a few years to realise the benefits.

What could they have done better?

Can't think of anything

Mark's reply

Hi Stella, thanks so much for the review. Happy Christmas

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Merseyside

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

I was advised to by my Pension company

How has Mark Wright helped you?

He explained my current situation at great length and in great detail. He would always stop along the way to check if what he was saying made clear sense. He spelled out everthing past, present and hopefully future extremely clearly. I found Mark to be extremely reassuring. This was due to a combination of his in depth knowledge of his field and his calm, patient and relaxed manner. Very professional.

Have you seen the outcome you were hoping for?

too soon to comment

What could they have done better?

n/a

Mark's reply

Hi Robert, thank you so much for taking the time to leave me a review. It's greatly appreciated. Very best wishes Mark

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Mark

Honest and knowledgeable. Expert and objective advice.

Mark's reply

Thanks so much for the review Marie, Best wishes mark

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Mark

Couldn't have been any more helpful an knowledgeable. Would definitely recommend and use again.

Mark's reply

Hi Dave thanks for the review. It was great to meet you and Bev. Hopefully circumstances will permit that we can speak again in due course. Very best wishes to you both. Mark

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Mark has continued to give me. excellent advice and service as well as being very responsive.

Mark's reply

Dear Ian, thank you so much for the review. It's very much appreciated. Best wishes Mark

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Advice on inheritance planning

Mark's reply

Thanks so much for the review Michael, I really appreciate it. Very best wishes to you and the family. Mark

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

He is always available to give me advice and update on my investments.

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Comes to see us annually to ensure we are happy with how things are doing and always available via the telephone for any queries we may have.

Mark's reply

Hi Ali, thank you so much for the review. I really appreciate your kind feedback Best wishes Mark

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Norfolk

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

Pension transfers

How has Mark Wright helped you?

Combined my pensions and advised on works pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Mark's reply

Hi Marcus, thanks very much for the review. Best wishes Mark

Repeat review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Staffordshire

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

I have been impressed by Marks professionalism, attention to detail and his in depth knowledge of pensions and all the options available to me. He is easily contactable and calls me back promptly if he is temporarily unavailable.

Mark's reply

Good morning Mike, thank you so much for the review. I'm glad you are happy with how things are progressing. Very best wishes Mark

Repeat review from verified client

August, 2022

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Mark gives clear advice and really listens to my requirements. He has really helped me reorganise my finances with a great outcome.

Mark's reply

Thank you so much for the detailed review Miranda. I really appreciate the feedback. Very best wishes Mark

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Mark

Mark was very helpful, was keen to see what he could do for us, and answered all our questions.

Mark's reply

Hi Lyn, thanks very much for the feedback. I look forward to the next meeting with you and Jimmy, Best wishes Mark

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Norfolk

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

My wife & I had accumulated a number of pension schemes from different Companies and SERPS which would not be sufficient for our retirement & we wanted to get specialist advice as to the best way of us achieving what we need to have a good retirement fund

How has Mark Wright helped you?

Mark has offered concise advice & information as to the best way to proceed in order to consolidate our existing pensions and the best way to add to these over the next 8-10 years to provide for our retirement

Have you seen the outcome you were hoping for?

Yes - The advice received has been extremely helpful & we look forward to a long term relationship with Mark & Hoyl

What could they have done better?

Everything has been fine so no need to have done anything differently

Mark's reply

Hi Steve, thanks so much for the review. I look forward to working with you and Karen over the coming years.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Norfolk

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

We needed help with our investments and to plan for the future

How has Mark Wright helped you?

We had a meeting with Mark and he went through all our finances to see what we needed. He was very thorough and knowledgeable and a really thoughtful man

Have you seen the outcome you were hoping for?

Couldn’t have asked for a better service, he was really fantastic !

What could they have done better?

Did everything we could have asked for and more, wouldn’t hesitate in recommending him

Mark's reply

Hi Antonia, thanks so much for review. I'll be back in touch once I've got the policy info. Best wishes

Repeat review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Outside UK

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

All investment now in one place which is easier to follow Mark contacted me for review investments this year and recommended a few changes. Process was quick and simple. I highly recommend Mark .

Mark's reply

Thank you so much for the review Sandra. Best wishes Mark

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Essex

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

Planning for early retirement

How has Mark Wright helped you?

Consolidation of pensions. Discussion of best withdrawal approaches, building plans.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All great!

Mark's reply

Good morning Jon and Helen, thanks for the feedback. It was great to see both and I look forward to speaking again in the summer. Best wishes Mark

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Mark

Mark was fantastic, nothing was too much trouble and he was willing to answer all of my questions about his services, my particular circumstances, and the options available to me. I would have absolute confidence in using Mark's services in the future and would have no trouble recommending him to family and friends. Thank you Mark for a really useful chat.

Mark's reply

Good morning Claire, thanks for the feedback. It was lovely to meet you and Peter last week. Best wishes Mark

Repeat review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Help with organising my employment pension and preparing for retirement.

Mark's reply

Hi Jacqueline, thanks so much for the review. Best wishes

Repeat review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Mark came to see us recently for an annual catch up. Again, he was so happy to answer our questions and concerns and to do the maths for us with regards to our investments. Cannot rate Mark highly enough.

Mark's reply

Hi Ally, thanks so much for the lovely review. It was great to see you and Michael again and I look forward to the next meeting. Best wishes

Repeat review from verified client

March, 2022

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Having consolidated pensions into one on a SIPP platform, we went through how it increased, Mark reminding me it could go up and down. It's great having it in one place and Mark has explained everything clearly.

Mark's reply

Hi Irene, thanks for the review. Best wishes

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

My wife and I had a very useful yearly catch up on the phone with Mark which was very useful.

Mark's reply

Thanks Matt, glad it's been useful. best wishes

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Mark has indeed helped. Offering further excellent advice.

Mark's reply

Thank you so much for the review Ian, it's been great working with you.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

More of the same really, explained matters at Annual Review that made sense at the time but that I can never remember two hours later. Things progressing very well at the moment for my kitty although this will be a long-term investment and I appreciate it can fall off the cliff down the line.

Mark's reply

Thanks very much for the review.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

With advise I asked for

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Mark

Mark was very good at listening and working through all the possible solutions for my pension, mortgage and savings that would work for me unlike some advisers that are constantly only willing to offer or discuss options that involve them receiving commission. Highly recommended.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

Family Inheritance and savings to invest.

How has Mark Wright helped you?

By being extremely friendly, professional, always available to give excellent and very informative advice regarding good investments.

Have you seen the outcome you were hoping for?

Yes, most certainly.

What could they have done better?

Everything has been excellent and Mark Wright is the best Financial Advisor I have ever known.

Mark's reply

Thank you Sheila, your kind review has really put a smile on my face today

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

To use a saying ...life is going at a fast rate so no time like the present to act

How has Mark Wright helped you?

Went through a lot of Ideas and services

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

Well considering I live a great distance from the head office then 1 to 1 would have been better

Mark's reply

Thanks for the review John

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

My husband and I needed help with our finances, to plan for our retirement.

How has Mark Wright helped you?

He advised us of the best way forward in planning for our retirement and how to invest for this.

Have you seen the outcome you were hoping for?

Early days as yet

What could they have done better?

Nothing at all, Mark was very approachable, we didn’t set him an easy task. He took the time to explain everything and was extremely helpful, we couldn’t ask for more.

Mark's reply

Thanks so much for the review, best wishes to you both Mark

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

Multiple pensions

How has Mark Wright helped you?

Moved pensions and advised on work pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Mark's reply

Thank you Marcus

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

The need to bring all my private pensions together and to advise me of my options going forward

How has Mark Wright helped you?

Outlined clearly my options and after a thorough risk assessment, recommended a fund I could transfer my pensions into. Also recommended two share ISA's for my wife and myself which I requested.

Have you seen the outcome you were hoping for?

Yes, but as with most investments I need to measure the performance over the coming years.

What could they have done better?

I made it clear exactly what I wanted and Mark delivered that.

Mark's reply

Thanks so much for the review Mike

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in London

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

Wanted to review and update pensions.

How has Mark Wright helped you?

Clear advice, really helpful explained everything very well.

Have you seen the outcome you were hoping for?

Not yet as only just moved the pension.

What could they have done better?

Nothing

Mark's reply

Thank you so much for the review Miranda. Best wishes

First impression from a user who is not yet a client

July, 2021

Overall

Please provide a brief comment about your experience with Mark

Mark was great at giving us financial advice for combining our multiple pensions to give us a better return.

Mark's reply

Thanks so much for the review Nicky

First impression from a user who is not yet a client

July, 2021

Overall

Please provide a brief comment about your experience with Mark

Mark explained a complicated process to us clearly and patiently. The paperwork sent to us was clearly marked where it needed our attention. He was very prompt and thorough throughout. Zoom calls were particularly helpful.

Mark's reply

Thanks so much for the review Roger, I'm glad to have been of help

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Mark

Very helpful and informative.

Mark's reply

Thank you for the review Sharon, I'm pleased have been of help

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Essex

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

Had an old pension plan that needed to be reviewed/refreshed.

How has Mark Wright helped you?

Reviewed my old pension plan, advised on approach to bring it up to date and moved to ethical investments. He has also helped decide on and implement an approach for inheritance from my parents who recently passed away.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - he's been approachable, well informed, helpful and worked hard on my behalf.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

Retirement looming, I needed help to make the best of my company pension.

How has Mark Wright helped you?

Mark had in depth discussions to evaluate my future financial needs to find the best investments.

Have you seen the outcome you were hoping for?

Too early to say.

What could they have done better?

I don't think so.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Outside UK

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

Needed consolidation of various investments held for many years to simplify and improve performance.

How has Mark Wright helped you?

All our investments are now in one easily acsessable Mark helped arrange the transfer of our investments to one portfolio. He took great care to make sure we understood the steps we were taking and what the outcomes would be.

Have you seen the outcome you were hoping for?

Yes as far as consolidation is concerned probably too early to say re improved performance.

What could they have done better?

We live abroad in a different time zone to the UK. He went above and beyond to be of assistance, could not have asked for better service.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

To plan for future retirement

How has Mark Wright helped you?

Mark was so very helpful, lovely guy, who certainly knows his trade. We set Mark quite a challenge with regards to our finances, but we couldn’t be happier with the advice he has given us on how to invest our money, to hopefully get the best outcome. We highly recommend Mark.

Have you seen the outcome you were hoping for?

Early days yet, just set the wheels in motion.

What could they have done better?

Nothing, so very helpful

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

To plan for retirement

How has Mark Wright helped you?

Advised on how to best invest for our future retirement

Have you seen the outcome you were hoping for?

Not as yet, only just set the wheels in motion

What could they have done better?

Nothing, so very helpful

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in London

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

I wanted to check my pension was working correctly to get the greatest benefit down the road and wished to consolidate an old pension with it.

How has Mark Wright helped you?

Mark quickly advised switching to another platform with the same company and carefully went through what this new platform could accomplish, explaining everything clearly, and helped build an ethical portfolio of investments. He also merged an old pension that had done nothing into this new platform that will hopefully result in a strong return down the road.

Have you seen the outcome you were hoping for?

It's early days but I hope so.

Mark's reply

thanks so much for the review

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Mark

I am high maintenance in that I waffle and don’t know what I’m talking about with money and Mark has really helped and is really patient.

Repeat review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Regular reviews of investment opportunities.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Mark

Very helpful gentleman, easy to talk to, and will hopefully be able to get together at some point to start putting my finances in order.

Mark's reply

Thank you very much for the review. I hope your husband is feeling better soon.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Mark

Mark provided us with explicit help and advice which will enable us to move forward and later to seek his help to determine the best way to invest our finances. Highly recommended.

Mark's reply

Thank you very much for the review. Best wishes

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Norfolk

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

I needed to sort my pension situation out.

How has Mark Wright helped you?

Mark showed me the choices I had to improve my current pension position. He clearly explained my options in a easy manner and was very thorough.

Have you seen the outcome you were hoping for?

My pension position has been streamlined but it is too early to see results.

What could they have done better?

Nothing, he answered all my questions in an unhurried manner.

Mark's reply

Thanks so much for the review, I look forward to seeing you later in the year.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

I have an AVC and at my last financial review Mark suggested that there was a better way of investing my money.

Mark's reply

thanks so much for the feedback. I'm glad to have been a help to you both

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Norfolk

This review is a follow-up review from a client who left a review previously.

How has Mark Wright helped you since your last review?

Sound advice has kept my pension on track, despite 2020 being a challenging year.

Mark's reply

You are very welcome and thanks for the review

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Norfolk

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

Reviewing pensions and placing several pension schemes into one.

How has Mark Wright helped you?

Mark created a detailed report giving me the best possible future pension scheme for my particular needs.

Have you seen the outcome you were hoping for?

Yes. Mark very efficiently got the process underway and it has now been implemented.

What could they have done better?

As far as I'm concerned, Mark couldn't have done anything better.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Norfolk

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

previous were poor

How has Mark Wright helped you?

not pushy

Have you seen the outcome you were hoping for?

not yet

What could they have done better?

nothing so far

Mark's reply

I'm glad to have been of help and pleased to hear that I did not come across as 'pushy'. I'm slightly disappointed to only have scored 3/5 on fees, particular as I did not charge an initial fee on the main pension switch. No fee was charged here as a gesture of good will after your previous poor experiences with other advisers.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Norfolk

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

Several scattered pensions that I wanted consolidating.

How has Mark Wright helped you?

After lengthy discussions over the phone (covid) I think I have found a single fund that suits our relatively modest needs. In the event of my death it will be a lot more straightforward for my wife to sort out.

Have you seen the outcome you were hoping for?

Five pensions consolidated- sorted!

What could they have done better?

Nothing that I can think of apart from embezzle some cash for me.

First impression from a user who is not yet a client

August, 2020

Overall

Please provide a brief comment about your experience with Mark

Informative, friendly non pressured approach, clearly explained my options.

First impression from a user who is not yet a client

July, 2020

Overall

Please provide a brief comment about your experience with Mark

Mark was helpful and knowledgeable and was not going to try and push us down a particular route just so that he would get paid.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Norfolk

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

Ensuring the best plan to pass on inheritance to our son, and also advice on investing a lump sum from a pension plan

How has Mark Wright helped you?

Advice on bloodline wills and a possible stocks and shares ISA.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Mark has always been willing to go the extra mile, and I don't think I could suggest any improvements

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in London

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

Aviva advised me.

How has Mark Wright helped you?

He explained everything very clearly to me.

Have you seen the outcome you were hoping for?

Yes

First impression from a user who is not yet a client

July, 2020

Overall

Please provide a brief comment about your experience with Mark

Mark is incredibly professional and helpful. His very approachable manner makes it a pleasure to deal with him. As a result of the effects of Covid 19 on the stock market we have decided to postpone any activity in this sector for the time being. We would have no hesitation though in recommending Mark.

Review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Essex

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

Old pension investment review.

How has Mark Wright helped you?

Reviewed and revised pension and also brought together disparate investments. Moved investments to an ethical basis.

Have you seen the outcome you were hoping for?

Yep, really good.

What could they have done better?

Nothing!

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Norfolk

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

Looking to start a company pension.

How has Mark Wright helped you?

Organised 2 pensions for me and my wife and a savings for my daughter.

Have you seen the outcome you were hoping for?

Yes, I am all set up. Now a waiting game.

What could they have done better?

Nothing.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Essex

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

Mark manages my pension funds.

How has Mark Wright helped you?

Mark give clear information that is easy to understand and makes me feel very comfortable.

Have you seen the outcome you were hoping for?

Mark has been particularly helpful since I was made redundant a few months ago.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in London

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

I had a sum of money invested in a pension fund and wanted advice on how to maximise the growth of my pension pot within the limits of my attitude to risk and ethical investments.

How has Mark Wright helped you?

Mark undertook an assessment of my current financial circumstances, my attitude to risk and my aims for the future. He also took on board my views on ethical issues in his investments recommendations.

Have you seen the outcome you were hoping for?

I am happy that the investment products recommended by Mark meet my personal principles and aims.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Advice on pension

How has Mark Wright helped you?

Telephone call. 1x1 discussion

Have you seen the outcome you were hoping for?

Ongoing

What could they have done better?

Nothing

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Essex

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

I had a very confusing portfolio with lots of small investments that had changed over the years and I wanted to sort them out and make them less confusing and easier to understand.

How has Mark Wright helped you?

Mark met with me and we went through all the various accounts and he helped me navigate through what I felt was a muddle. My investments have now been pooled together into 2 clear pathways which I understand more clearly. At our meetings, he took the time to go through all the detail, explaining as we went through each proposal, and answered questions in a way that gave me a clearer picture of what happens moving forward. The whole process was far less stressful than I had originally envisaged.

Have you seen the outcome you were hoping for?

It's early days, but everything is going very smoothly so far and I am happy with the advice and service that has been provided.

Review from verified client

February, 2020

Overall

Service

Advice

Value

Based in Norfolk

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

To get advise on HMRC rules on transfer of equity.

How has Mark Wright helped you?

Confirmed the rules

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Norfolk

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

I had a lump sum to invest from the sale of a property

How has Mark Wright helped you?

Mark assessed my circumstances and attitude to risk and recommended an appropriate solution for me, which he explained very clearly before going ahead and handling the investments.

Have you seen the outcome you were hoping for?

Yes (pending good performance of the investments!)

What could they have done better?

Cannot think of anything!

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Aberdeenshire

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

Reaching 55 years of age

How has Mark Wright helped you?

Sound advice on access to pension and the consequences (good and bad)

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing! I had regular contact at MY convenience! There was no time limit to any consultation

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Mark

Mark was clear and concise when talking to me over the phone. He had an engaging manner and listened carefully without interruption when I discussed my requirements. He worked diligently on my behalf to gather all the necessary documentation and information in order to give me a clear explanation of my pension and made recommendations which would benefit me in the long term without once resorting to any hard sell tactics. The calibre of service that I received from Mark was excellent.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Pension Review

How has Mark Wright helped you?

Advised on a particular product that my existing provider offered, which was beneficial to myself.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Ensuring that my family are secure in the event of illness or death.

How has Mark Wright helped you?

Mark reviewed our financial situation, then advised us about the best policy available to meet our needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, happy with his advice and outcome.

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Mark

As per a, few phone calls from Mark. Mark explained very clearly and precisely what services and options would be in my favour... First class service from Mark and a genuine guy. Thanks Mark I will recommend his services

Mark's reply

Thanks so much Andrew, I really appreciate your feedback

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Middlesex

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

Because I needed one

How has Mark Wright helped you?

Very good

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I think he's done everything what to be done excellent work

Mark's reply

Thank you so much for the feedback Salvatore, it's much appreciated!

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Norfolk

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

Age 60, looking to consolidate pensions.

How has Mark Wright helped you?

Mark came up with a plan that was financially astute.

Have you seen the outcome you were hoping for?

Time will tell.

What could they have done better?

Nothing.

Mark's reply

Thank you Terry, the feedback is much appreciated.