Mark's reviews
Reviewed for
Pensions ( 39 )
Retirement income (annuities, drawdown) ( 33 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 18 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 26 )
Financial Mentoring ( 8 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 8 )
Up to £50k ( 4 )
£50k - 100k ( 9 )
Repeat review
by a verified client in Hampshire
23 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Oughton helped you since your last review?
Mark continues to provide a quality and professional service to me. Whenever I need advice or I have questions he responds immediately with clear options for each situation and talks me through the benefits and pitfalls to each of the options
Review
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?
When my late husband was planning his retirement, and the best way to invest lump sums.
How has Mark Oughton helped you?
Mark has been an enormous help to my late husband, and to myself since he passed. He is always so helpful and explains everything to make sure I understand everything.
Have you seen the outcome you were hoping for?
Yes, through investments I can live comfortably
What could they have done better?
There is nothing Mark could have done better, he is very knowledgeable and does his job well.
Repeat review
by a verified client in Essex
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 Oughton helped you since your last review?
There has been no change in my situation since last year, I’m still happy with Mark Oughton’s help and attention with my financial needs.
Repeat review
by a verified client in West 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 Oughton helped you since your last review?
Mark has been extremely helpful in what has been a difficult year for me health wise. I know I can get in touch with him and he responds very promptly.
Repeat review
by a verified client in West 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 Oughton helped you since your last review?
Mark Oughton has helped my wife and I to manage our ISA savings.
