Mark's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 2 )
Pensions ( 11 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 4 )
Auto Enrolment ( 4 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 3 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 1 )
Up to £50k ( 1 )
Repeat review
by a verified client in Derbyshire
2 years ago
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Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Stewart helped you since your last review?
Mark has always been on hand to guide me through the financial world , and especially recently as the recession and a weak pound have been forced upon us. His advise has been exceptional and he is a great listener. He travels nearly 200 miles round trip to meet up with me. I highly recommend Mark to anyone who needs sound financial advise.
Repeat review
by a verified client in Cumbria
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Stewart helped you since your last review?
Mark continues to advise and guide us on a regular basis taking particular care with our financial circumstances.
Repeat review
by a verified client in West Yorkshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Stewart helped you since your last review?
Since retirement Mark has helped select the best financial options available.
Repeat review
by a verified client in Derbyshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Stewart helped you since your last review?
Mark has always been there for me for advise and guidance. Not only for my personal affairs but also fir company advise. A top FA and I would recommend Mark and his team to anyone looking forward serious financial advise.
Review
by a verified client in Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Multiple pensions that i wasn't sure how to proceed with and also a new business which needs to think long term around its protection and investments
How has Mark Stewart helped you?
Lots of ways. I've consolidated my pensions now which is easier to manage. He's also provided option for my business to consider how it proceeds with products that are the best fit for our situation
Have you seen the outcome you were hoping for?
Yes, my pensions are all in one place. The other products are in flight but i'm expecting they will provide my business what it needs
What could they have done better?
I can't think of anything at this stage
Mark:
many thanks Jason!