Mark's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 68 )
Retirement income (annuities, drawdown) ( 39 )
Auto Enrolment ( 1 )
Investments and Savings ( 70 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 23 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 42 )
Financial Mentoring ( 9 )
Financial Coaching ( 7 )
( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 14 )
£100k - £200k ( 10 )
£50k - 100k ( 13 )
Up to £50k ( 9 )
Repeat review
by a verified client in Devon
a day 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?
Slight change in circumstances and best advice again been given
Repeat review
by a verified client in Berkshire
4 days 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?
Since our last review, Mark has provided outstanding help and direction. His extensive understanding of financial planning, savings techniques, and investments has been very helpful. He has taken the time to thoroughly explain possibilities that are specific to my objectives, giving me the confidence to make well-informed decisions. A safe and efficient financial plan has been shaped in large part by Mark's initiative, tolerance, and willingness to share knowledge. His knowledge and commitment are much valued.
Mark:
Hi Jade Thanks you for taking the time to post a review, your kind words and feedback are most appreciated. It has been a pleasure to assist you and i look forward to providing you with many more years of professional advice and service Regards MarkRepeat review
by a verified client in Dorset
5 days 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 continues to provide excellent financial advice as i approach retirement , This has included trying to maximise the fund potential by moving it to another SJP product Polaris 3 and we will view the results of that to see if their is any significant change to the fund value . I see no point in exploring the market for better value options when i have Marks advice and support to guide me through these troubled times .
Mark:
Hi John Many thanks for taking the time to leave a review and for your very kind words, much appreciated. As i strive to provide all of my clients with a 5 star service and advice, i would be interested to learn how / if i can improve on your ratings? Regards MarkRepeat review
by a verified client in Hertfordshire
5 days 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?
Given me clear and precise information, in regards to in more control in where I need to be for when I retire. Also explaining what I need to do going forward to make my retirement less painful.
Mark:
Hi Mark Thank you for taking the time to leave a review - your feedback and comments are much appreciated. Let me know if there is anything else required Regards MarkRepeat review
by a verified client in Suffolk
5 days 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?
Always making sure that I am happy with my investments and that I understand them.
Mark:
Hi Tony Thank you for taking the time to leave a review - your positive comments and feedback are much appreciated. I would be grateful to learn how i can make your overall experience a 5 star one, something i constantly strive for? Regards Mark