Mark's reviews
Reviewed for
Insurance and Protection ( 13 )
Pensions ( 32 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 23 )
Auto Enrolment ( 1 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 25 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 35 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 24 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
( 1 )
Repeat review
by a verified client in Manchester
3 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
3 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.
Review
by a verified client in Cambridgeshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Expert specialist advice to help me maximise my investments whilst still working, to help ensure my retirement funding was optimised.
How has Mark Galligan helped you?
By getting to understand me and my views and attitudes, and so giving me tailored short, medium and long term advice to help achieve my financial goals.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
-
Mark:
Thank you Paul. I really appreciate the feedback. Kind regards, MarkReview
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not happy with the previous adviser we'd used for severall years.
How has Mark Galligan helped you?
We've introduced him to several clients - one of whom has challenging circumstances.
Have you seen the outcome you were hoping for?
Yes - way more proactive and more professional in the way he approaches our clients
What could they have done better?
Nothing noted
Review
by a verified client in Tyrone
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I could not invest into the products I required without being advised by a Financial Consultant
How has Mark Galligan helped you?
Yes 100%
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
Nothing Mark and his team carried out my business with 100% success