Mark's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 67 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 8 )
Financial Mentoring ( 6 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 10 )
£100k - £200k ( 9 )
£50k - 100k ( 7 )
Up to £50k ( 3 )
Review
by a verified client in Merseyside
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Company pension
How has Mark Evans helped you?
Very much so
Have you seen the outcome you were hoping for?
Not sure what I was expecting
What could they have done better?
Not sure
Mark:
Thank you for taking the time to complete this review. It is much appreciatedReview
by a verified client in Wrexham
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Decided to take out my pension pot. Mark advised about both options staying in my company scheme and opting out. He gave good advice on both options
How has Mark Evans helped you?
Mark has always been clear about my options and showed me both sides of the fence. I can trust Marl’s honesty and market knowledge.
Have you seen the outcome you were hoping for?
Yes, the outcome has been beneficial and rewarding.
Mark:
Hi Thank you for taking the time to complete this survey, it is much appreciated.Review
by a verified client in Wrexham
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My opt out pension
How has Mark Evans helped you?
Mark has helped with advice on many financial issues
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Made more money
Mark:
Thank you for taking the time to complete this.Review
by a verified client in Shropshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To obtain advice on investing money as well as plan for retirement and issues related to inheritance tax
How has Mark Evans helped you?
Mark has helped with investing money in accordance with my wishes and risk attitude to investing. He is always available for advice regarding my portfolio.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Not much really.
Mark:
Thank you for completing this survey, it is much appreciatedReview
by a verified client in Shropshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommend to them and not happy with previous providers
How has Mark Evans helped you?
Advice going forward for investment relating to my particular circumstances
Have you seen the outcome you were hoping for?
Yes good outcome
What could they have done better?
Alls well a very professional and reliable service
Mark:
Thank you for completing the survey, much appreciated.