Mark Carter

Mark Carter

Sovereign Wealth Ltd

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