Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 9 )

Pensions ( 7 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 11 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 1 )

£50k - 100k ( 2 )

Up to £50k ( 4 )

Client reviews

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Mark

We were requesting advice regarding remortgaging to clear debt. He advised he doesn't deal with debt. But I was more interested in the remortgage. Quite frankly he has wasted a week of my life waiting for mortgage advice that was not forthcoming.

First impression from a user who is not yet a client

January, 2016

Overall

Please provide a brief comment about your experience with Mark

Timely advice given to me. Prompt response to my emails and appointment for chat kept to the minute! Spoke together for approx 45 min. Mark was helpful and friendly throughout the chat. I would feel confident about paid for advice given by Mark in the future. Thank you,

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Swansea

How has Mark Kearle helped you?

I have been a client of Mark for over 9 years and he has been extremley successful in helping me manage my finances. For me his mortgage advise has saved me many thousands of pounds by switching provider. It is always enjoyable visiting Mark's office for review

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Swansea

How has Mark Kearle helped you?

Mark is a very professional and knowledgeable advisor. He has a wide range of knowledge and expertise and his company covers every possible area of financial advice you could imagine. Mark has helped my family and I for a number of years with various financial products and services and will continue to do so for the foreseeable future. He is patient, professional, attentive and always a pleasure to speak to and deal with. This attitude and personality also shines through to his staff around him.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Bridgend

How has Mark Kearle helped you?

Dealt with our investment portfolio advice prior to my retirement maximising my returns in poor market conditions post the crash.

What could they have done better?

Nothing. I am completely satisfied with all advice given over the past 7 years.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Swansea

How has Mark Kearle helped you?

He has always kept our portfolio in line with the level of risk we have been comfortable with. The level of risk we have wanted has had to be lowered because of our changing circumstances, and his investment advice has given us a steady and substantial growth. He recovered the fall in value of our portfolio in 2008 in a very reasonable period by changing our investments promptly. His biannual reviews and thorough and understandable. His guidance on income tax has been particularly good recently.

What could they have done better?

Although 6 monthly reviews work well, a shorter interval for updates on our portfolio value would be useful.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Swansea

How has Mark Kearle helped you?

In all the years I have known Mark he has always giving very clear and precise information I would fully recommend Mark to anyone who is doing a financial planning for the future.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Swansea

How has Mark Kearle helped you?

Mark Kearle has been our financial adviser for a number of years and we have complete confidence in his knowledge and advice provided. Mark is in regular contact with us and arranges an annual review of our investments and makes any necessary changes in accordance with market trends/products and our personal circumstances. He is very approachable and takes time and patience in the service he provides for you

What could they have done better?

We are completely happy with the service Mark provides for us

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Mark Kearle helped you?

I would whole-heartedly recommend Mark. He took time to understand my circumstances and what I wanted to achieve financially for my fmaily. Mark carefully, thoroughly and patiently explained the options available and expressed pragmatic and considered opinions. I felt confidence in his advice. Mark was also very accommodating in terms of arranging meetings outside of normal working hours.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Swansea

How has Mark Kearle helped you?

He explains the risks and possible outcomes clearly. He is clear on our attitude to risk and our ultimate goals and he has consistently advised strategy and products that have achieved them. He is also accessible and prompt in contact and always keeps us informed by writing of our current situation. We never feel pressured to accept a product or strategy as he always offers more than one alternative.

What could they have done better?

Extremely happy with his service so nothing that we are aware of.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Pembrokeshire

How has Mark Kearle helped you?

Mark gives straight and honest advise never having to sell it like a sales pitch. Very professional but not overwhelming and makes you feel at ease without any pressure. I've had advice on all my affairs to the point that he works hard to get the best results and does not take anything for granted in his approach to continually improving. We have regular meetings so that we can have a better understanding face to face rather than relying on confusing mail but always on hand to offer advise however small it may be. We have built up a relationship on trust which gives me peace of mind knowing that my finances are in safe hands for my future.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Swansea

How has Mark Kearle helped you?

Tells me exactly what I NEED to hear rather than what I want to hear -is very much on the ball regarding what I should expect from my investments and pension and has been useful in advising on how to reduce costs on other items.

What could they have done better?

Not a lot - am very happy with them currently.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Swansea

How has Mark Kearle helped you?

Mark is an excellent IFA. Always Clear and concise information and tailored to our need.