Mark's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 59 )
Retirement income (annuities, drawdown) ( 35 )
Auto Enrolment ( 1 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 21 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 36 )
Financial Mentoring ( 8 )
Financial Coaching ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 12 )
£100k - £200k ( 10 )
Up to £50k ( 7 )
£50k - 100k ( 12 )
Repeat review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Saunders helped you since your last review?
Mark has continued to stay on top of my retirement plan, we have switched products with the expectation of continuing and even bettering the positive results that my plan has achieved so far. I value Marks advice and appreciate his support.
Mark:
Hi Nick Many thanks for taking the time to leave a review, your feedback and comments are much appreciated. I notice the only area that did not receive a 5* is 'Value', and i hope over-time your views on this will change as i always strive to provide nothing less than a 5* service. I look forward to continuing our professional relationship for many years to come Regards MarkReview
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Where to invest in a house sale proceeds
How has Mark Saunders helped you?
Mark has been both professional and considerate in his advise, using terms I could understand. I feel he acts on our behalf to his very best
Have you seen the outcome you were hoping for?
We have a ten year plan and as this year has been rather difficult it appears the markets are going to slowly recover.
Mark:
Hi Phil Thank you for taking the time to provide a review, your comments are very much appreciated. I look forward to providing you with many more years of professional advice and service Kind Regards MarkRepeat review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Saunders helped you since your last review?
As we approach retirement we need even more help on how to maximise the different instruments at our disposal, how to prepare for the future and to protect our assets and what we can leave to our family. Especially given the volatility we are seeing and expect going forward. Mark is able to understaand our needs and is very patient with us.
Mark:
Hi Adrian Thank you for taking the time to post a review; your feedback and comments are much appreciated. It has been a pleasure to look after you these past few years, look forward to many more ahead Best MarkReview
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching 55 years old
How has Mark Saunders helped you?
Massively helped with understandable advice and explanation of a very complicated matter
Have you seen the outcome you were hoping for?
Yes thoroughly
What could they have done better?
All good and on track
Mark:
Hi Gary Thank you for taking the time to leave a review; your feedback and comments are much appreciated and i am glad you found my explanation clear. I look forward to working with you for many years to come Regards MarkReview
by a verified client in Buckinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment in stocks and shares ISA.
How has Mark Saunders helped you?
Mark has carried out annual reviews of our stocks and shares ISAs. His considered advice to change funds in order to better achieve (and exceed) our goals was flawless as was his arranging of the transfers.
Have you seen the outcome you were hoping for?
Yes. We were seeking a higher income level from the funds invested in and the adjusted income has achieved this.
What could they have done better?
Nothing.
Mark:
Hi Nick Thank you for taking the time to leave a review - your feedback and comment are very much appreciated. It has been a pleasure to look after you these past years and i look forward to providing you with many more years of professional service and advice ahead. Regards Mark