Mark's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 13 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 9 )
Pension Transfers - Specialist ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 4 )
£50k - 100k ( 1 )
Repeat review
by a verified client in East Riding
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Gilder helped you since your last review?
Consolidated pensions to benefit administration, investment and inheritance tax position. Diversified risk in isa portfolio with AIM investment also relating to inheritance tax position. Topped up pensions to get tax benefit. General advice re a forthcoming inheritance and its inheritance tax implications. Assistance with ongoing existing Family Trust --ie helping with formalities on death of donor.
Repeat review
by a verified client in Yorkshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Gilder helped you since your last review?
A relatively settled period, including small pension top up, general discussion of current investment environment, and early preview of possible future developments in our finances.
Repeat review
by a verified client in Yorkshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Gilder helped you since your last review?
Mark, has given continuous updates and made minor amendments on our investments and has reassured us that long term things will improve.
Repeat review
by a verified client in South Yorkshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Gilder helped you since your last review?
he has carried out a through review of my other pensions with recommendations
Repeat review
by a verified client in Cheshire
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Gilder helped you since your last review?
Helped with another transfer