Marc's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 3 )
Pensions ( 99 )
Retirement income (annuities, drawdown) ( 47 )
Auto Enrolment ( 1 )
Investments and Savings ( 65 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 6 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 38 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 30 )
£100k - £200k ( 15 )
£50k - 100k ( 10 )
( 1 )
Up to £50k ( 21 )
Review
by a verified client in Northamptonshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Husband passing a way
How has Marc Dicks-Jones helped you?
Good advice for me
Have you seen the outcome you were hoping for?
Yes not much
Marc:
Thanks for the honest review Jackie, it's been a real pleasure to help with your finances. Catch up soon.Review
by a verified client in Northamptonshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to look at my exsisting pension and a couple of frozen pensions as I was nearing retirement
How has Marc Dicks-Jones helped you?
Marc advised what I options I had with my frozen company pensions, also advised that he could find a better private pension that I already had, later as I retired he gave me good advice to transfer my frozen pernsions into my now new private pension.
Have you seen the outcome you were hoping for?
My pension is now looking healthy and I have managed to access finances as required
What could they have done better?
Nothing, the advice has been good and has worked out well
Marc:
Many thanks for your review Pete, I hope that you are both well. I look forward to continue providing you with retirement planning advice and I look forward to seeing the new car! Speak soon no doubt!Review
by a verified client in Northamptonshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed someone to help us plan for the future.
How has Marc Dicks-Jones helped you?
Always spends time discussing the pros and cons of various plans and is never ‘hard sell’ or biased in anyway. He has helped us manage our finances for over 20 years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think of anything!
Marc:
It's great to hear that you value our service Caroline and thanks for taking the time to leave an honest review. It really does help prospective clients form an opinion of who to contact for IFA Advice in Northampton.Review
by a verified client in Northamptonshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I wanted to focus on our future retirement as we head towards that stage of life. We understood that having a joint plan would be beneficial but complex.
How has Marc Dicks-Jones helped you?
Marc enabled us to create a plan that should enable us to retire much earlier than expected to really have the opportunity to enjoy early retirement whilst being robust in later years.
Have you seen the outcome you were hoping for?
Yes, we have made necessary transfers into new flexible pensions which make a saving whilst also covering the costs of ongoing advice.
What could they have done better?
Nothing!
Marc:
Hi Simon, many thanks for taking the time to leave such a detailed review regarding the retirement planning discussed and the actions we took to enable you both to retire sooner than anticipated. Any questions, please let me know and I do hope that your experiences has given you both the confidence to recommend my services in the future, catch up soon!Review
by a verified client in Northamptonshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating all pension plans
How has Marc Dicks-Jones helped you?
Marc has done just that several years ago and looked after both mine and my wife's portfolio's
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I know of
Marc:
Thanks for the review Gerrard, it's been great knowing you both and I can't wait to see your retirements pan out under the guidance of my financial planning.