Marcus's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 34 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 10 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 8 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 9 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Marcus
Good
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Marcus
Marcus listened to our concerns and requirements and provided factual advice to enable future asset management to suit us. He is very professional, friendly and approachable. A very good experience, meeting our needs.
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Marcus
Very professional and knowledgeable. Highly recommend.
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Marcus
Marcus was very approachable and easy to talk to about finances. He did not confuse me with lot of financial jargon and his explanations were concise and clear making it easier for me to understand. I received the predicted cash flow assessment very quickly indeed and from this I will be able to make decisions about my future, which is the reason I went to talk to Marcus. I would have no hesitation in recommending him to potential clients.
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Marcus
Great guy. Very helpful. Clear advice and knowledgeable on all areas I needed help with