Mark's reviews
Reviewed for
Insurance and Protection ( 7 )
Pensions ( 49 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 15 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 37 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 15 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 5 )
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice from a professional to deal with my investments
How has Mark Easter helped you?
He has been amazing financial planning is top notch and planning for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I am very happy with his advice
Mark:
Glynis, thank you for your 5 star review, it means a lot. I am really pleased to hear how happy you are with the advice and that the planning has helped you feel confident about your investments and future. It is great to know the support has made a real difference and delivered the outcome you were hoping for. Providing clear, independent advice and helping you see the bigger picture through financial and cashflow planning is what it is all about, and I look forward to continuing to support you in the years ahead. MarkReview
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have no financial knowledge
How has Mark Easter helped you?
Helped with investments and planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing!
Mark:
Steve, thank you for leaving such a positive review, we really appreciate your feedback. I look forward to continuing our work together on your investment journey and planning for the years ahead. Many thanks, Mark.Review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed solid advice on my investments and someone who cared and listened
How has Mark Easter helped you?
He has been a rock in every respect from investing advice to inheritance planning and planning my future financially
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing very happy with his advice
Mark:
Glynis, thank you for the wonderful review. I am so pleased the guidance around your investments, inheritance planning and long-term finances has been helpful. Knowing you feel reassured and in control is exactly the outcome we aim for. Looking forward to continuing the journey with you. MarkReview
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage my pensions and streamline them into one.
How has Mark Easter helped you?
Mark has provided advice on managing my pension and retirement planning. He provided excellent analysis for my wife and I showing that our plan for retirement at the end of last year was feasible and affordable. He has always been available for us to contact should we have any queries or concerns and was extremely helpful earlier this year when I was trying to resolve a tax issue with HMRC.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing that I can think of!
Mark:
Martin, thank you for leaving such a positive 5 star review. I am really pleased to hear how helpful you have found the support — especially with confirming your retirement plans were realistic and working through the tax issue earlier in the year. It is always important to me that you feel comfortable getting in touch whenever something needs attention, no matter how big or small. Having taken over from your previous adviser, it has been great to build that trust and provide advice that fits around both your needs and future plans. MarkReview
by a verified client in Manchester
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially we were looking for an advisor to help with consolidating and managing pension pots as well as helping us plan for the future.
How has Mark Easter helped you?
Mark has helped map out our financial journey and given us a really good grasp of planning for retirement goals.
Have you seen the outcome you were hoping for?
We are now well placed to see us meet our financial goals for retirement and now we can focus on building for other live goals.
Mark:
Oli, thanks for the 5 star review — really glad to hear you feel well set up for the future. Bringing your pensions together and building a clear retirement plan was a great starting point, and it is brilliant that you now feel ready to focus on your other life objectives too. Looking forward to what comes next. Mark