Mark's reviews
Reviewed for
Insurance and Protection ( 13 )
Pensions ( 33 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 24 )
Auto Enrolment ( 1 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 26 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 37 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
( 1 )
Review
by a verified client in Manchester
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing money to maximise income and protect our inheritance for family members.
How has Mark Galligan helped you?
High quality advice, exceptional client service, nothing was too much for Mark and his team.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
N/A
Review
by a verified client in Cheshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Time of life to plan retirement and found myself with 9 different pensions and not enough to live on for 29 years
How has Mark Galligan helped you?
Consolidated and set up salary sacrifice for my last 3 years of work to get the pot to the right level
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Mark:
Thank you, Joe, for taking the time to leave such a positive review. It has been a pleasure helping you bring together your various pension arrangements and develop a clearer plan for retirement. I'm particularly pleased that the pension consolidation and salary sacrifice strategy have helped put you in a stronger position for the future, and that you feel on track to achieve your goals. Thank you for your trust throughout the process and for your kind comments regarding the advice, service and value you have received. It is especially rewarding to know that you would consider recommending my services to others. I look forward to continuing to support you in the years ahead. Best wishes, Mark Galligan Chartered Financial Planner MGT Financial Planning LtdReview
by a verified client in Cheshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Once I had decided I wished to retire I required advice on investments and financial planning.
How has Mark Galligan helped you?
Mark has been excellent in providing sound advice and offering confidence for the future. He is always there to answer my questions and makes the effort to attend meetings in person.
Have you seen the outcome you were hoping for?
Matters are ongoing but so far I am very satisfied with the progress made.
What could they have done better?
Nothing comes to mind.
Mark:
Thank you for taking the time to leave such a thoughtful review. I’m delighted to hear that you have found the advice and planning support helpful as you transition into retirement. Providing clarity, confidence and reassurance about the future is always my aim, so it is particularly rewarding to know that this has made a positive difference. I also appreciate your comments about accessibility and meeting in person, as building strong, long-term relationships with clients is very important to me. Thank you again for your trust and kind words, and I look forward to continuing to support you as your plans progress.Repeat review
by a verified client in Manchester
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Galligan helped you since your last review?
He has helped cash in part of my savings to pay for private surgical care
Repeat review
by a verified client in Manchester
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Galligan helped you since your last review?
Since the last review Mark has helped me take positive steps towards Inheritance Planning by recommending a Discretionary Trust and also by identifying which of my existing investments would be most appropriate to encash in order to raise the funds to place within the trust. This is in addition to regular reviews to ensure that my investments continue to remain within my risk profile and are on track to meet my financial goals and objectives.