Mark's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 6 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 5 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in Hampshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Setting up investments for Great Grandchildren Review our liability to Inheritance Tax
How has Mark Watkiss helped you?
Helped to choose investments for long term growth Confirmed that present Inheritance Tax rules do not give our Estate a liability for Inheritance Tax
Have you seen the outcome you were hoping for?
Yes. Monthly investments growing steadily.
What could they have done better?
Satisfied with the service.
Review
by a verified client in Berkshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Invest my pensions to build my pension pot
How has Mark Watkiss helped you?
Planned my retirement fund.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I only had to book a call or meeting, so all good.
Review
by a verified client in Hampshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had money to invest.
How has Mark Watkiss helped you?
We have had yearly appointments to discuss my investments and planning for retirement.
Have you seen the outcome you were hoping for?
To date yes but still ongoing.
What could they have done better?
Nothing
Review
by a verified client in Wiltshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When our original advisor was retiring, he recommended and passed us/our financial portfolio on to Mark.
How has Mark Watkiss helped you?
Mark has been excellent in providing ongoing advice, support and help. He is always accessible and finds time to provide sensible/excellent advice. He has been invaluable with his service.
Have you seen the outcome you were hoping for?
Most of our investments are long term, so we’re some way off seeing the results. In the current events of the world, Mark remains very reassuring but also realistic when answering our concerns. Everything required in the short term has been well dealt with and we are very happy with the service given.
What could they have done better?
Nothing, we’re very satisfied.
Mark:
Thank you for taking the time to leave such a thoughtful review. I'm truly pleased to hear that you’ve been satisfied with the support and guidance I’ve provided since taking over your portfolio. It’s always a privilege to continue a trusted relationship, and I appreciate the confidence you've placed in me following your previous adviser’s recommendation. I'm especially glad that you’ve found my approach reassuring and realistic, particularly in today’s unpredictable environment. Long-term investments can naturally bring moments of uncertainty, so I’m committed to ensuring you always feel informed, supported, and confident in the steps we’re taking together. Your kind words about my accessibility and advice mean a great deal. It's important to me that clients never feel rushed or unsure, and I’ll continue doing all I can to help you achieve the outcomes you’re working towards. Thank you again for your trust and ongoing partnership - it’s very much appreciated.Review
by a verified client in London
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was changing from a previous advisor because I wished to be able to discuss options.
How has Mark Watkiss helped you?
Explain my investments and recommend changes to make investments work better.
Have you seen the outcome you were hoping for?
Yes. The investments give me an income and can be used for unexpected expenses.
What could they have done better?
I am quite happy with things.
Mark:
Thank you for your kind review and for sharing your experience of working together. I’m really pleased to hear that you’re happy with how things have progressed since we began working together. It’s good to know that being able to discuss your options more openly was important to you when changing advisers, and I’m glad I’ve been able to support that by providing clear explanations and tailored recommendations. Helping clients feel confident and informed about their investments is always a priority. I’m especially pleased that your investments are now delivering the income you hoped for, while also giving you flexibility to cover unexpected expenses. Striking the right balance between stability and accessibility is key, and I’m delighted that this has been achieved for you. Thank you again for taking the time to leave a review. I look forward to continuing to support you in the years ahead.