Mark's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 40 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 12 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 29 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 12 )
£100k - £200k ( 3 )
Up to £50k ( 2 )
£50k - 100k ( 5 )
Review
by a verified client in Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and general financial advice
How has Mark Easter helped you?
By giving us excellent advice on the above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can not think of anything
Mark:
Thank you, Sue, for your kind feedback. It's been a pleasure helping you with your pensions and financial planning. It’s also great to hear that the advice has provided the clarity and confidence you were looking for. I appreciate the trust you’ve placed in me and am here to support you with your future financial needs. Look forward to catching up soon.Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor retired
How has Mark Easter helped you?
He has helped me plan for the future
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing
Mark:
Thank you, Glynis, for your lovely review and for taking the time to share your experience. It has been great helping you get everything in place for your future and making sure you feel confident about what lies ahead. When your previous adviser retired, I wanted to make the transition as smooth as possible and ensure you had the support you needed. I am really pleased you feel things are on track. Financial planning is all about giving you peace of mind, and I am always here if you need anything else.Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by my accountant
How has Mark Easter helped you?
Consolidated disparate pension pots
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Mark:
Thank you, Phil, for leaving such a positive review and sharing your experience. It has been great helping you consolidate your pension pots into a clear plan that makes it easier to see where you stand financially. I understand the complication of having pensions spread across different providers, so I am pleased we could simplify everything and give you more confidence in your position by modelling your financial future. Look forward to catching up soon.Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
I am getting older and need to consider financial arrangements for my retirement.
How has Mark Easter helped you?
Yes, very much.
Have you seen the outcome you were hoping for?
So far.
What could they have done better?
I’m not sure they could have.
Mark:
Thank you, Richard, for your kind words and for sharing your experience. It has been a privilege to assist you in planning for your retirement and ensuring your financial arrangements align with your future needs. As you consider this important stage of life, it is rewarding to know that the advice provided has been valuable and reassuring. I look forward to continuing to support you and adapting your plans as needed to ensure they remain on track for the years ahead.Review
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sold house and downsized
How has Mark Easter helped you?
We ‘inherited’ Mark having been a client before he came on the scene
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Mark:
Clive, thank you for your kind review and feedback. I am delighted to hear that you are pleased with the advice and outcomes since I took over as your adviser. As a longstanding client, it is great to see that the work we have done, particularly around managing the proceeds from downsizing your home, has helped align your finances with your objectives. I am glad that my advice has met your expectations, and look forward to continuing to support you in the future.