Mark Davis

Mark Davis

XL Financial Services Limited

Mark's reviews

Reviewed for

Insurance and Protection ( 91 )

Mortgages ( 296 )

Pensions ( 3 )

Equity Release ( 20 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 4 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 4 )

Financial Mentoring ( 5 )

Reviewers' assets

£500k+ ( 12 )

£200k - £500k ( 13 )

£100k - £200k ( 16 )

£50k - 100k ( 24 )

Up to £50k ( 109 )

Review

by a verified client in Bristol

24 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was looking to remortgage.

How has Mark Davis helped you?

It was a no-brainer to go back to Mark as he has been such a helpful advisor in the past.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not applicable

Review

by a verified client in Somerset

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Having used Mark before for buy-to-let mortgages & referred him to our son for his house mortgage, I would not go to anyone else. He & his company are extremely efficient & keep us informed at every stage.

How has Mark Davis helped you?

We used Mark for remortgaging our buy to lets.

Have you seen the outcome you were hoping for?

Absolutely- always a pleasure to deal with Mark & Salli

What could they have done better?

I can’t think of anything Mark & Salli could have done better! Highly efficient all the time..

Review

by a verified client in South Yorkshire

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We felt out of our depth with our options. One of us was self employed and we had multiple changing aspects to consider.

How has Mark Davis helped you?

He has provided invaluable knowledge. Outlining clearly what we need to do in advance to make things as smooth as possible once we made decisions on purchasing.

Have you seen the outcome you were hoping for?

Yes. This would not have been the same without Mark. There were multiple factors and nuances that we were not aware of. Mark provided information and advice to us. This was invaluable to us making our decisions and in the end, selling and purchasing a house (instead of remortgaging like we initially intended).

Review

by a verified client in Somerset

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We were looking to review our mortgage at the end of our current terms.

How has Mark Davis helped you?

Mark's extensive knowledge helped us make quick and decisive decisions. While his contacts and understanding got us a great deal, with the amount we required.

Have you seen the outcome you were hoping for?

We got everything we needed from Mark, and in a timely manner.

What could they have done better?

Nothing, their help, knowledge and support is fantastic.

Review

by a verified client in Somerset

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I've used Mark for 10 years now, i've got full confidence in him to advise me on all my mortgages.

How has Mark Davis helped you?

Mortgages

Have you seen the outcome you were hoping for?

Yes