Mark's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 42 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 12 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 31 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 15 )
£100k - £200k ( 3 )
Up to £50k ( 2 )
£50k - 100k ( 5 )
Review
by a verified client in Northamptonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following the death of my mother and how to deal with her financial assets.
How has Mark Easter helped you?
By pointing me in the best direction to get a good return on an investment.
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
Nothing, really.
Mark:
Thank you, David, for sharing your kind review. I am really pleased I could help you at a difficult time after your mother’s passing. We worked together to make the most of the assets you inherited, and it is great to hear the investments have done what you hoped. Your experience shows how independent financial planning can make things clearer and give confidence when facing important decisions. Look forward to speaking again soon.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Mark
Mark , very politely explained everything to me so I could understand the language of finance, as I am not confident or wise on financial matters it was a very helpful first meeting. Kind regards Jason Coulston
Mark:
Jason, thank you for taking the time to leaving your review, and I'm very pleased you found our meeting helpful.Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed a pension.
How has Mark Easter helped you?
Enormously.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I am aware of.
Mark:
Richard, thank you very much for your kind review, and for taking the time to share your experience. It has been a real pleasure helping you explore your pension options and put a clear plan in place. I am glad we have successfully navigated through your choices and helped you feel confident about your financial future. Seeing you reach your financial objective is incredibly rewarding and we look forward to continuing to use holistic financial planning and independent advice to help bring you clarity and peace of mind, especially around your retirement decisions.Review
by a verified client in Manchester
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of pension
How has Mark Easter helped you?
Marks advice is exeptional. Very clear and easy to understand Very happy with the service received
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Mark:
Thank you so much for the kind review, Les. I’m really pleased to hear that you found the advice clear and easy to understand, and that the outcome met your expectations. It’s been a pleasure working with you on your pension planning, and I’m glad you’ve been happy with the service throughout. Thanks again for your support – it’s truly appreciated.Review
by a verified client in Sussex
10 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.