Mark's reviews
Reviewed for
Insurance and Protection ( 38 )
Pensions ( 181 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 74 )
Auto Enrolment ( 5 )
Investments and Savings ( 122 )
Pension Transfers - Non Specialist ( 46 )
Inheritance Planning ( 20 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 33 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 48 )
£100k - £200k ( 32 )
£50k - 100k ( 15 )
Up to £50k ( 18 )
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?
Retirement
How has Mark Carter helped you?
Mark has been very professional in advising on retirement plans and investments
Have you seen the outcome you were hoping for?
I have seen the continual investment perform very well in the last few years
First impression
by a VouchedFor user
24 days ago
Overall
Please provide a brief comment about your experience with Mark
Decided not to use Mark in the end as approached several advisors and found a better fit with someone else. However was very pleased with his prompt reply to my initial request and the follow up phone call.
Review
by a verified client in Lancashire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to retire early and needed advice on what were the best options for myself as a single person with no dependants
How has Mark Carter helped you?
Mark's professionalism, expertise and amiable approach really helped with my decision making and I'm confident that I have the best advice for my particular circumstances which gives me great peace of mind.
Have you seen the outcome you were hoping for?
Yes, I've been able to retire early safe in the knowledge that I have the best financial plan for me and that Mark is on hand to advise when/if I need it.
What could they have done better?
Nothing I can think of.
Review
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ongoing pension drawdown advice.
How has Mark Carter helped you?
Excellant advice during markets turbulence enabled me to minimise impact on my investments.
Have you seen the outcome you were hoping for?
Certainly and I feel that I can contact Mark whenever I need to.
What could they have done better?
Really can't think of anything.
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially opted out of NI contributions going towards my state pension. The accumulated contributions were frozen when I was made redundant, therefore I needed an advisor to transfer the contributions & wisely invest them to improve my retirement pension pot.
How has Mark Carter helped you?
Mark has helped to manage my investment wisely & facilitate my monthly draw down now I have retired.
Have you seen the outcome you were hoping for?
Yes more than happy to see the outcome
What could they have done better?
Nothing