Mark's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 4 )
Pensions ( 38 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 20 )
Auto Enrolment ( 1 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 21 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 31 )
Financial Mentoring ( 8 )
Financial Coaching ( 6 )
( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 7 )
£100k - £200k ( 10 )
£50k - 100k ( 6 )
Up to £50k ( 4 )
Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on financial olanning
How has Mark Pennington helped you?
Choosing the right ISA and plannning for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not applicable
Review
by a verified client in Nottinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a better return on my old pension moved it with marks company and it’s performing
How has Mark Pennington helped you?
Great advice knows his stuff
Have you seen the outcome you were hoping for?
Yes it’s performing but like all investments it depends on how the markets are doing
What could they have done better?
Not sure really we are all dependent on the markets
Review
by a verified client in Nottinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had savings with two other companies for over 20 years, but had no in person contact with them after the initial consultation.
How has Mark Pennington helped you?
Advised on how and where to put my savings.
Have you seen the outcome you were hoping for?
Too soon to say at the moment.
What could they have done better?
N/A
Review
by a verified client in Nottinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice for investment purposes.
How has Mark Pennington helped you?
Mark has given me clear and easily understandable advice that has given me better results on my investments.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
Nothing. Very happy with everything.
Review
by a verified client in Nottinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice for investment and pensions planning
How has Mark Pennington helped you?
Mark has given me easily understandable advice on both our investments and personal pensions enabling us to make informed decisions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing