Mark Hinchliffe

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

New business

How has Mark Hinchliffe helped you?

Mark has advised me regarding pensions and investments. Great service and excellent communication

Have you seen the outcome you were hoping for?

Yes all doing really well.

What could they have done better?

Nothing.

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

Left money by a friend of my late mother's

How has Mark Hinchliffe helped you?

Invested well into various funds

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

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

Mainly for Pension advice

How has Mark Hinchliffe helped you?

Managed my pension plan expertly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, pleased with everything

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

Needed investment & pension advice

How has Mark Hinchliffe helped you?

Very helpful and explained everything in layman terms so we could understand

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

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

We needed advice on investing a large amount of money

How has Mark Hinchliffe helped you?

Mark has always kept us updated on how the investments are doing and if there needs to be any changes

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Mark

Mark is very personable, knowledgeable and put’s you immediately at ease with his down to earth approach to financial advice.

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

Amalgamation of pensions.

How has Mark Hinchliffe helped you?

Organised my different pensions into one, and sorted out my life insurance

Have you seen the outcome you were hoping for?

It's a long term process, but I'm reasonably happy with the results at the moment.

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

A number of years ago I needed some financial advice whilst going through a tricky patch owning a business. After speaking with mark, he helped us through with advice and a plan of what we needed to do.

How has Mark Hinchliffe helped you?

Mark has helped with mortgages, insurance and pensions over the years. He is now my go to for all finanacial advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

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

Money and property left through inheritance.

How has Mark Hinchliffe helped you?

Discussion on all options available and invested accordingly.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, I am very happy with the advice and outcomes.

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

Redundancy/Retirement

How has Mark Hinchliffe helped you?

By presenting information in a straightforward and understandable way so a decision can be made. By being pro-active on a regular basis.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. I am satisfied with my financial advice.

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

Selling my house Mark

How has Mark Hinchliffe helped you?

Mark has been very helpful

Have you seen the outcome you were hoping for?

Yes

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

Moving my pension to a local adviser based on recommendations

How has Mark Hinchliffe helped you?

In many ways, consistent and good proven advise

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

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

Needing professional advice on any investments.

How has Mark Hinchliffe helped you?

Mark helped me to consolidate my investments as they were with too many providers and difficult to manage.

Have you seen the outcome you were hoping for?

The returns have been excellent over the period Mark has been handling my affairs.

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

I was coming to retirement age and needed to speak to a financial advisor and after searching around and looking at reviews I decided to contact Mark.

How has Mark Hinchliffe helped you?

I needed to sit down with someone to explain what options I had, after chatting with Mark I fully understood the options that were open to me, his explanation was clear and precise.

Have you seen the outcome you were hoping for?

As at present yes

What could they have done better?

Nothing

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

Transferring Company Pension pot to private account

How has Mark Hinchliffe helped you?

Provided expert advice and managed the process competently.

Have you seen the outcome you were hoping for?

Yeas

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

Personal wealth creation from deals done in my business.

How has Mark Hinchliffe helped you?

Mark is on hand to listen, provide advice, gather potential options and is a trusted advisor.

Have you seen the outcome you were hoping for?

The last couple of years have been very challenging for investments and their respective performance. Initially the investments made performed well but several have suffered for a couple of years.

What could they have done better?

It is difficult to say what Mark could have dome better because there has been a very challenging backdrop in which to judge investments made.

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

I had a number of savings and pensions and felt I need advice in order to ensure I was in a strong financial position for when I retire.

How has Mark Hinchliffe helped you?

Mark has always given me options and fully explained the potential outcomes based on what my requirements are. His decisions and advice have always worked out for the best for me and his knowledge of me as a client is excellent. I have total trust in what he does and have been able to benefit enormously from being Mark's client.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The only thing I should have done better was to obtain the advice earlier in my life!

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

Needed help to organise pension and finances for retirement

How has Mark Hinchliffe helped you?

Mark always brings new ideas and opportunities to the table. With these come realistic and understandable advice

Have you seen the outcome you were hoping for?

Yes.

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

Needed to merge pensions

How has Mark Hinchliffe helped you?

Merged pensions

Have you seen the outcome you were hoping for?

Not yet to early

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

Inherited money

How has Mark Hinchliffe helped you?

Advised which fund to invest in

Have you seen the outcome you were hoping for?

At the moment yes

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

Wanting a better return for our savings and some advice on future financial planning

How has Mark Hinchliffe helped you?

Given us a better idea of what we need to do now to provide for the future

Have you seen the outcome you were hoping for?

Not really. But that's nothing to do with mark,. Just a poor time for investments generally. We're very happy with marks advice and services.

What could they have done better?

N/a

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

Recommendation from previous adviser

How has Mark Hinchliffe helped you?

Professional advice given without bias, I feel secure in the handling of my business

Have you seen the outcome you were hoping for?

This is ongoing

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

I had received a cash lump sum and need advice how to invest it

How has Mark Hinchliffe helped you?

By always being honest about possible positives and negatives of my investments

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

There is nothing i can think of

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

Mark was already my sons adviser

How has Mark Hinchliffe helped you?

He explained about pensions

Have you seen the outcome you were hoping for?

I decided to not start a pension for now

What could they have done better?

He explained everything really well, I just decided to not go ahead at tye minute

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

Advice on pensions .

How has Mark Hinchliffe helped you?

He has always kept us informed and updated on the performance of my pension.

Have you seen the outcome you were hoping for?

Yes .

What could they have done better?

N/A

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

Pension funds

How has Mark Hinchliffe helped you?

Mr Hinchliffe was very helpful thank you.

Have you seen the outcome you were hoping for?

Yes I was very happy with the outcome.

What could they have done better?

Nothing that I can't see.

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

I have used mark several times now

How has Mark Hinchliffe helped you?

Mark managed to tailor my insurance to suit all my needs

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing. Perfect service

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

We needed to re-mortgage and he has helped us do this in the past.

How has Mark Hinchliffe helped you?

Helped us every step of the way to re-mortgage our home.

Have you seen the outcome you were hoping for?

Yes,we are 100% happy with our outcome.

What could they have done better?

Nothing comes to mind, as I said 100% happy.

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

I had received a mortgage DIP from our existing provider but, when our purchase property was downvalued by that lender.

How has Mark Hinchliffe helped you?

Mark helped us in identifying an appropriate alternative lender and progressing things quickly, so we did not lose the property.

Have you seen the outcome you were hoping for?

Yes, absolutely. We were able to get a mortgage from another provider with a slightly better valuation, which meant we could buy the property we intended to buy.

What could they have done better?

Nothing. Even when Mark was away for a week on holiday (entirely understandable), his assistant kept us updated and ensured we were aware of that was happening and saw no detrimental effect upon the service.

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

I was looking to secure financial advice around two properties that I own, as well as general financial advice

How has Mark Hinchliffe helped you?

Mark was infinitely patient as I explored lots of different scenarios with him. He was very knowledgeable, genuine and down-to-earth and his analytical approach helped me to think differently about the situation. I would not hesitate to recommend him

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing - he was superb

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

Advice regarding remortgaging

How has Mark Hinchliffe helped you?

Mark has helped us with remortgaging in what is currently a very challenging time due to the speed at which the market is changing. He has provided invaluable information and cleary laid out all available options, guiding us through the process and making it as easy as possible. We cannot recommend Mark highly enough.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - completely happy with service received.

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

Initially it was for Mortgage advice.

How has Mark Hinchliffe helped you?

Over the years Mark has helped me with mortgage, life insurance and pension advice.

Have you seen the outcome you were hoping for?

Yes, Mark has exceeded my expectations.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Mark

Mark has helped us with remortgaging in what is currently a very challenging time due to the speed at which the market is changing. He has provided invaluable information and cleary laid out all available options, guiding us through the process and making it as easy as possible. We cannot recommend Mark highly enough.

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

The market was tricky and wanted advice on re-mortgaging.

How has Mark Hinchliffe helped you?

Yes he worked his ‘socks off’ got us a fantastic deal with leading mortgage provider.

Have you seen the outcome you were hoping for?

Yes it was better than expected.

What could they have done better?

Nothing we are delighted with the end result.

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

First time buyer and recommendation from friend.

How has Mark Hinchliffe helped you?

Helped me through the whole process making it as enjoyable as possible and informative. Mark also answered all of my many questions.

Have you seen the outcome you were hoping for?

Absolutely above and beyond expectations.

What could they have done better?

Nothing.

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

Future savings

How has Mark Hinchliffe helped you?

Invested money and advice on a mortgage

Have you seen the outcome you were hoping for?

Maybe too early to say as was only a few month ago

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

Moving home and then further building improvements

How has Mark Hinchliffe helped you?

Mark provided advice on how best to structure our mortgage and loan to fund the re-build. Mark then helped the subsequent remortgage.

Have you seen the outcome you were hoping for?

Yea, all worked to plan.

What could they have done better?

Nothing that I can think of

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

Having some savings we wanted to maximize the returns from

How has Mark Hinchliffe helped you?

By helping us work out what we need to do now to accomplish our goals

Have you seen the outcome you were hoping for?

Only just taken out the investments last month . But very happy with his advice

What could they have done better?

Nil

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

Mortgage

How has Mark Hinchliffe helped you?

Found the perfect deal

Have you seen the outcome you were hoping for?

Yep

What could they have done better?

Nothing

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

Sometimes the financial products available can be a bit overwhelming and need advice sorting through all the best things to look for.

How has Mark Hinchliffe helped you?

Mark was great at look after all our needs and advising the best products.

Have you seen the outcome you were hoping for?

We are very happy with all the advice we received and will continue to use Mark in the future.

What could they have done better?

Nothing

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

Moving home

How has Mark Hinchliffe helped you?

Found a mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Morgage

How has Mark Hinchliffe helped you?

Did everything that needed doing to buy my property

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

W needed a mortgage

How has Mark Hinchliffe helped you?

He organised our Mortgage in a seamless fashion...

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

End of Term mortgages

How has Mark Hinchliffe helped you?

Sourced new Buy to Let mortgages

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as very helpful

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

Husbands death

How has Mark Hinchliffe helped you?

With pension and saving advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Moving house

How has Mark Hinchliffe helped you?

Mortgage advice and delivery

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing

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

Left an amount of money in a legacy payment

How has Mark Hinchliffe helped you?

advised how to invest to get the best return on the amount

Have you seen the outcome you were hoping for?

yes

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

I was looking to save for my retirement.

How has Mark Hinchliffe helped you?

Mark explained the options clearly and set up a pension scheme for me.

Have you seen the outcome you were hoping for?

Yes, the performance of the policy has been better than I expected and it is an ethical fund which was one of my requirements,

What could they have done better?

Not much.

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

I was mainly looking for advice on pensions and savings and how best to invest.

How has Mark Hinchliffe helped you?

Mark gave me a number of options and explained the pros and cons of each. He has a thorough understanding of what I need and my level of risk and this means that I have confidence and peace of mind in my choices.

Have you seen the outcome you were hoping for?

Given the significant challenges over the last couple of years and the economic impact the performance of my investments have been good and it is pleasing to see that the advice Mark has given is helping to protect my investments.

What could they have done better?

I don't have the experience to say what could be done better. What I would say is I judge the performance on what was discussed from the outset and so far the results would show that everything we agreed on has worked.

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

I started working with Mark a number of years ago when we found ourselves in a bit of financial difficulty with our business. We were wanting to move house but due to problems with our business at the time, we weren't sure whether this was an option. We were introduced to Mark who instantly advised us of our options and what we needed to do going forward.

How has Mark Hinchliffe helped you?

Mark gave us some fantastic advice of how to get our credit in order over the coming year so that we would be in a much better financial and credit worthy position. On following this advice, we successfully managed to move house. This was 6 years ago. Since then Mark has provided us with advice around pensions and protection. He has also worked with members of my family in providing advice on pensions.

Have you seen the outcome you were hoping for?

We have, we successfully moved house 6 years ago, and have seen a healthy increase in value in both mine and my husbands pensions.

What could they have done better?

Nothing, we were extremely pleased with the support and advice Mark gave from the beginning of the process in what was quite a stressful period. I have recommended Mark to both family and friends and will continue to do so.

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

Investing money

How has Mark Hinchliffe helped you?

Help me prepare for an investment package

Have you seen the outcome you were hoping for?

Yes and more

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

I wanted the best advise from a professional

How has Mark Hinchliffe helped you?

Mark explained everything clearly and everything was set up seamlessly

Have you seen the outcome you were hoping for?

Yes I have

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

I am a landlord of rental properties, so need ongoing support and advice on buy to let mortgage

How has Mark Hinchliffe helped you?

By looking at my property portfolio, exploring my options and laying them out to me in a clear and concise way

Have you seen the outcome you were hoping for?

Yes, I feel confident I have the best deals possible

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

I became an self-employed contractor

How has Mark Hinchliffe helped you?

Prepared a package of insurance and pension to provide a similar level of assurance as my previous corporate package

Have you seen the outcome you were hoping for?

As much of the cover was assurance I fortunately have not needed it but it is reassuring to know the protection is in place. Investments seem to have performed well but again hard to compare.

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

To secure a good pension and seek professional advice.

How has Mark Hinchliffe helped you?

He provided me with excellent advice and my pension is constantly working for me.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

NA

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

Investment

How has Mark Hinchliffe helped you?

We're the best place was to investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I needed some expert financial advise

How has Mark Hinchliffe helped you?

Sorted out my pensions and put together my life and injury insurances

Have you seen the outcome you were hoping for?

Yes

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

sale of house

How has Mark Hinchliffe helped you?

advised on investments

Have you seen the outcome you were hoping for?

not yet

What could they have done better?

don't know

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

Multiple remortgages

How has Mark Hinchliffe helped you?

Discussed multiple options at length and worked out best approach

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Held a video call so can demonstrate options available

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

looking for a remortgage

How has Mark Hinchliffe helped you?

He advised which product would fit best and helped throughout the process to make things easier

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

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

Change mortgage to buy to let. Apply for a new mortgage for a 2nd property.

How has Mark Hinchliffe helped you?

Helped change the rental property to a buy to let mortgage and helped us apply for a 2nd mortgage to enable us to move house. Mark came to us and dealt with everything prompt and efficiently.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - We had no complaints. Everything ran as it should have done.

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

Upon having children it was time i started looking at the relevant insurances and protection

How has Mark Hinchliffe helped you?

Mark was fantastic, spoke about the products in simple terms, really help me to understand my cover and what would happen if anything happened to myself or my partner

Have you seen the outcome you were hoping for?

Yes absolutely, whenever i discuss financial matters with Mark i always get the outcome i require

What could they have done better?

Not much to be honest that's why i go back and use Mark time and time again

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

A need for a trusted Mortgage and Life Insurance adviser

How has Mark Hinchliffe helped you?

Educated us on different mortgage and life insurance products and what worked best for us.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

I really struggle to think of any suggestions on Mark could improve. We really appreciate Mark's straight to the point approach.

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

1 We required a mortgage and i had heard of marks services, 2 we had a sum of cash and were concerned about it sitting in the bank with no financial gain potentially at risk 3 I have numerous pensions that require consolidation

How has Mark Hinchliffe helped you?

1 successfully obtained a mortgage for ourselves, 2 we were given advice on options ands potential outcomes 3 mark is currently reviewing my situation

Have you seen the outcome you were hoping for?

1 yes 2 yes we changed our mind due to Covid 19 and personal circumstances 3 i have not received feedback at present

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

Wanted professional advice.

How has Mark Hinchliffe helped you?

Was excellent with our Mortgage and life insurance.

Have you seen the outcome you were hoping for?

Yes very happy with outcome.

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

I have used Mark on a number of occasions when moving house and remortgaging.

How has Mark Hinchliffe helped you?

Mark was able to find the best products available to us that met our needs and circumstances. Mark was able to provide advice and guidance and really took the stress off us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

I needed to review my life and critical illness policies.

How has Mark Hinchliffe helped you?

Mark was able to show me a range of policies based on my needs. He was knowledgeable about the various options, so I was able to make an informed decision as to which was the best product for me.

Have you seen the outcome you were hoping for?

Yes, I have a good policy at a price I am happy with.

What could they have done better?

I don't believe there is anything Mark could have done better, I am very happy with the advice received.

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

Buying my first home

How has Mark Hinchliffe helped you?

Found suitable product

Have you seen the outcome you were hoping for?

Yes

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

I wanted a great new mortgage deal, which I received.

How has Mark Hinchliffe helped you?

Mark helped me to get my best deal for a 5 year fixed mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I was very happy with the service provided.

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

I arranged a review of my potential IHT liability, which identified Equity Release as an option, so I looked for a specialist adviser for this requirement.

How has Mark Hinchliffe helped you?

He surveyed the market for larger Equity Release mortgages, and identified two potential lenders. He helped select one and managed the offer, valuation and completion process.

Have you seen the outcome you were hoping for?

We were not able to achieve the size of loan we were seeking, in part due to Covid-19 restrictions, which prevented a normal valuation process.

What could they have done better?

I can't think of anything Mark could have done better.

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

It started with me looking for a mortgage and then expanded from there.

How has Mark Hinchliffe helped you?

Mark set me up with a mortgage deal which was better than I expected, he then helped tailor my insurance and protection needs. He always explained the benefits and of certain products while never pressuring me into any purchase. Later when I wanted to invest, Mark was the perfect person for me to use after the previous advice he had given me.

Have you seen the outcome you were hoping for?

My investments have steadily increased over the years, even through recessions and dips in the markets. My Protection covers Mark has reviewed with me regularly making sure my needs are always met.

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

Retirement

How has Mark Hinchliffe helped you?

Set up pension

Have you seen the outcome you were hoping for?

Yes

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

Financial advice

How has Mark Hinchliffe helped you?

He advised me in a professional and friendly way. I feel confident with his advice.

Have you seen the outcome you were hoping for?

Too soon to comment