Mark's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 16 )
Pensions ( 105 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 2 )
Investments and Savings ( 63 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 15 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 22 )
£100k - £200k ( 11 )
Up to £50k ( 9 )
£50k - 100k ( 24 )
Review
by a verified client in Suffolk
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were not satisfied with our previous IFA.
How has Mark Thompson helped you?
He has been very efficient and persistent in moving our portfolios from our previous IFA to new portals which look more promising and has explained the rationale of this very well. He is personable and gives us a feeling of confidence in his organisation. He keeps us well informed of how things are doing and advises us clearly on the next things we need to pay attention to.
Have you seen the outcome you were hoping for?
We have in terms of his personal efficiency in transferring our portfolios, and following up on actions, but as we are only in the first few months cannot comment on our longer term expectations, though he has given good reasons for the approach.
What could they have done better?
Nothing,
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a small pension pot and Mark has looked after that for me
How has Mark Thompson helped you?
Mark has given very sound advice on my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can't think of anything
Review
by a verified client in Suffolk
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor became unwell
How has Mark Thompson helped you?
He made us feel quite confident in our retirement future and gave sensible advice and planning
Have you seen the outcome you were hoping for?
It is still early days but we feel quite confident in his advice
What could they have done better?
I have been impressed with his research of our situation which was very thorough so I believe he couldn’t have done much better
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to review my pension
How has Mark Thompson helped you?
He helped review my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
n/a
Review
by a verified client in Suffolk
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I made the decision to retire to needed advcie and guidance on way forward
How has Mark Thompson helped you?
WE helped to direct me to the right investment products
Have you seen the outcome you were hoping for?
Early days as this was only recently taken out, it is a long term view