Mark Galligan

This review is a follow-up review from a client who left a review previously.

How has Mark Galligan helped you since your last review?

On the basis of regular reviews, Mark has re positioned my investments in line with the changing offers available and our personal circumstances.

This review is a follow-up review from a client who left a review previously.

How has Mark Galligan helped you since your last review?

Mark has continued to provide professional advice in order to achieve the growth objectives we set for my investment portfolio. In addition, he has provided specific advice on inheritance planning, including finding and recommending an insurance product to support our inheritance objectives.

This review is a follow-up review from a client who left a review previously.

How has Mark Galligan helped you since your last review?

He has held an annual review and kept and eye on my finances

This review is a follow-up review from a client who left a review previously.

How has Mark Galligan helped you since your last review?

Mark has continued to provide regular reviews of my investment portfolio to ensure that my current and future financial objectives are being achieved. In addition, he has provided specific inheritance planning advice, including recommending insurance products that will support my inheritance objectives. Mark has also reviewed my pension arrangements to ensure that I optimise the benefits of this investment.

This review is a follow-up review from a client who left a review previously.

How has Mark Galligan helped you since your last review?

Updating me on likely pension income and pension drawdown.

This review is a follow-up review from a client who left a review previously.

How has Mark Galligan helped you since your last review?

Continuation of the above

This review is a follow-up review from a client who left a review previously.

How has Mark Galligan helped you since your last review?

Continuation of the advice approach mentioned in 2021

This review is a follow-up review from a client who left a review previously.

How has Mark Galligan helped you since your last review?

He has helped us move money around for our next financial outcome long term.

This review is a follow-up review from a client who left a review previously.

How has Mark Galligan helped you since your last review?

Since the last review Mark has helped me with Inheritance Planning including identifying appropriate protection products. In addition he arranges regular reviews to ensure my investments are in line with my risk profile and on track to deliver the returns we are looking for, making recommendations to change investments where necessary.

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

Sadly my father passed away leaving me with a reasonable inheritance which I chose to invest for my future. I have a long term illness and disability which means I cannot work at the present time. So I needed financial planning assistance to invest for the present day and my future.

How has Mark Galligan helped you?

Mark has assisted with investing my inheritance. Mark was extremely patient with me as I suffer with a long term illness which meant I was not always available due to being ill. Mark also took plenty of time to explain his strategies and recommendations.

Have you seen the outcome you were hoping for?

It’s early days with my investment but so far, so good!

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Mark

I would definitely recommend Mark’s services. As well as being very thorough and professional, Mark has been very kind and patient with me.

Please provide a brief comment about your experience with Mark

Mark is approachable and always willing to help. He is extremely knowledgeable and helps to explain complicated information in a way which is clear and understandable. I would have no hesitation in recommending Mark to anyone who asks for financial advice.

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

I am a Private Client solicitor and often ask Mark to assist in dealing with issues that arise through estate administration

How has Mark Galligan helped you?

Mark has helped setting up various will trusts and with clients who need finacial help following receipt of a considerable inheritance

Have you seen the outcome you were hoping for?

Mark is always happy to help, and if it not issue that requires his assistance will be happy to point me or clients in the right direction.

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

I was self employed and needed to create a pension provision.

How has Mark Galligan helped you?

Mark has been a source of great dependable and reliable advice. He is easy to deal with, is clear in his explanations and offers a great level of service.yes

Have you seen the outcome you were hoping for?

Yes

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

To ensure that our incomes were properly utilised to provide for retirement and to gain favourable returns on investments.

How has Mark Galligan helped you?

He has provided good options, plans and advice .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with the current results .

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

x

How has Mark Galligan helped you?

x

Have you seen the outcome you were hoping for?

x

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

My husband is retiring and selling his part of his business and we wanted to understand what we can do with the money as well as look at pensions, investments and my inheritance.

How has Mark Galligan helped you?

I believe he has advised us well. He was thorough in asking the right questions to get things right for us.

Have you seen the outcome you were hoping for?

We are only just starting on the path but I believe the outcome will be what we wanted.

What could they have done better?

I can't think of anything.

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

The desire to retire.

How has Mark Galligan helped you?

Mark has been excellent with advice to maximize my retirement income.

Have you seen the outcome you were hoping for?

Yes, better than expected.

What could they have done better?

Nothing.

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

To assist in organising my financial affairs and those of my husband.

How has Mark Galligan helped you?

He has provided advice on pensions and investments. The service provided was efficient and Mark’s expertise was very useful.

Have you seen the outcome you were hoping for?

It is a long term financial plan but I am happy with the outcome so far.

What could they have done better?

N/A

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

My wife and I had an array of pensions, investments, ISAs etc, and they had become cumbersome to deal with, and we wanted one holistic approach to financial planning and getting our affairs in order

How has Mark Galligan helped you?

He has taken time to produce a fact finding report in to our exact circumstances in terms of incomes, retirement age, pensions, investments, ISAs, and what our aspirations are for the future.

Have you seen the outcome you were hoping for?

Yes we have seen a good outcome; all of our pensions, investments, ISAs etc are easy to manage and in one place now and at a much lower cost than our previous providers. Plus we get the benefit of Mark's experience and knowledge to navigate through changes in circumstances, growth of income

What could they have done better?

I am very happy with the service overall; Mark took time to actually come and sit down with us on a number of occasions face-to-face, which is important for me when dealing with important issues like finances

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

My husband has been advised by Mark for several years and has always been very satisfied with his work so naturally I went to Mark

How has Mark Galligan helped you?

Mark has advised us with regards to pensions including our childrens, investment portfolios, ISA's and life insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't criticise anything with regards to Mark or the service he provides!

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

In order to make the most of my investment portfolio I needed professional financial advice.

How has Mark Galligan helped you?

Mark has helped me build a balanced portfolio in order to meet my long term financial goals.

Have you seen the outcome you were hoping for?

Yes, my portfolio is performing as expected.

What could they have done better?

N/A - I am very happy with all aspects of the advice that Mark has given me.

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

I had reached a point whereby I was uncomfortable managing my investments by myself; I felt I needed professional financial planning to help me achieve my long term goals looking towards my retirement and beyond.

How has Mark Galligan helped you?

Mark has been my financial adviser for c. 12 years. During this time his advice has enabled me to build a well balanced portfolio of investments that, overall, have performed well through the peaks and troughs of the somewhat turbulent markets that we have experienced during the last few years. Mark is excellent at explaining products including the features, benefits, risks, etc. so that I have a full understanding of all of the investments that he has recommended.

Have you seen the outcome you were hoping for?

Yes, over the years that Mark has been my financial adviser his advice has enabled me to create a portfolio of investments that has allowed me financial security in retirement.

What could they have done better?

N/A - I am very happy with every aspect of the work that Mark has undertaken and the relationship that we have built together.

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

My initial adviser who had worked with me for many years had died and after a period without an adviser I met Mark who was giving a presentation locally. I liked his personality and decided to ask him to help me with planning my investments

How has Mark Galligan helped you?

He has assessed and regularly kept an eye on my finances giving help when required as well as at annual reviews

Have you seen the outcome you were hoping for?

Yes. Everything is on track.

What could they have done better?

Nothing

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

Concerned about financial inheritance over 12 years ago

How has Mark Galligan helped you?

Mark has provided sound advice with pensions, life insurance and private portfolio. Not only to myself but the whole family. With long term plan always taken into considoration

Have you seen the outcome you were hoping for?

I have seen substantial growth in all aspects of our family portfolio. Which covers stability for all individual members of the family.

Please provide a brief comment about your experience with Mark

I have found Mark to be the consummate professional, and an absolute pleasure to work with. I have no hesitation whatsoever in recommending Mark.

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

The sale of a property released a lump sum that required investment.

How has Mark Galligan helped you?

Mark has provided a financial plan on a broad spectrum of platforms which are medium risk. This has provided me with a further source of income to supplement my NHS pension. I trust Mark implicitly - as someone who is a novice regarding financial investments he is able to explain matters to me clearly and concisely.

Have you seen the outcome you were hoping for?

Yes Mark advised at the outset of the process in 2019 that this was a good time to invest and I am very pleased with the yield. He has also further advised that the yield will not be as good currently due to global factors.

Please provide a brief comment about your experience with Mark

Mark is very knowledgeable and easy to work with. So far we've been very pleased with his work.

Please provide a brief comment about your experience with Mark

A very professional and knowledgeable person with excellent interpersonal skills. .

Please provide a brief comment about your experience with Mark

Mark has guided me through all the options I could take and has explained very clearly what the outcomes I could expect for every scenario. He quickly understood my requirements and sent thorough reports for my consideration. He is happy to answer any questions I have and has made me feel secure that he is able to manage my finances in the best way for me. I would highly recommend his services

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

I have known Mark for as long as I can remember, and he has looked after my investments over those years. He has helped me grow my portfolio to enable me to enjoy my retirement without having any financial concerns.

How has Mark Galligan helped you?

He reviewed my portfolio now that my circumstances have changed and carried out an inheritance tax review. He helped me to understand my tax position going forward and I am confident he has pointed me in the right direction.

Have you seen the outcome you were hoping for?

I am comfortable with his financial plan going forward.

What could they have done better?

I am perfectly happy with his review of my current position, and he has reassured me on the way forward.

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

I needed advice for my money and how best to invest and save it for the future.

How has Mark Galligan helped you?

Mark makes a complicated world less complicated. I trust him implicitly and he is very respectful that this is not my area of expertise so guides me through it all with knowledge and at my pace to get the result I am looking for.

Have you seen the outcome you were hoping for?

We are getting there yes

What could they have done better?

Sometimes all the info provided is still in a very 'finance world' and it needs to be adapted to the audience you are trying to protect.

Please provide a brief comment about your experience with Mark

Mark explained everything very well and answered our questions. He came well prepared to our meetings and did a lot of preparatory work.

Please provide a brief comment about your experience with Mark

Mark is patient, thorough and did a lot of preparatory work prior to our meetings.

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

Had invested in the past but needed Mark to look at the whole portfolio and pull it together in view of my goals

How has Mark Galligan helped you?

Highlighted my financial needs and aligned my investments to produce those results discussed in detail

Have you seen the outcome you were hoping for?

Yes in line with expectations

What could they have done better?

Explain some of the financial jargon and investment vehicles in order to have a better general understanding

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

Approaching old age!

How has Mark Galligan helped you?

Discussed options and acted accordingly

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?

.

How has Mark Galligan helped you?

Over 15+ years Mark has advised me on a variety of aspects of my finances as my circumstances have evolved. I have always found his advice and explanations professional and helpful and based on a holistic view of my circumstances, requirements and future plans.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

.

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

Financial Planning

How has Mark Galligan helped you?

For over 12 years Mark has been consistent in offering me excellent financial advice. He has a deep analytical ability together with a passion for finance, and is a very personable character.

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?

I was self employed and needed to put pension provision in place.

How has Mark Galligan helped you?

He assessed my finances and advised on building a pension pot for retirement.

Have you seen the outcome you were hoping for?

Largely and in so far as they have fallen short that’s unrelated to Mark’s professionalism.

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

I wanted a structured approach to investments in order to achieve my plans for retirement and beyond. I needed the help of a financial adviser and Mark has been exceptional in helping me create a well structured, diverse investment portfolio that is delivering my objectives.

How has Mark Galligan helped you?

Mark has listened to what I want to achieve and created a portfolio of investment products to meet my needs. He has clearly explained the options that are available to me along with the benefits and risks of each of the investments he has recommended. Mark has been my financial adviser for over 10 years and during this time I have been very happy with the quality of the advice he has provided to me.

Have you seen the outcome you were hoping for?

Yes, the performance of the investments that Mark has recommended has been very good. I am very pleased with the outcome.

What could they have done better?

Nothing. Mark has done everything that I would expect during the 10+ years he has been my financial adviser.

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

I was in a position where I had funds that I wanted to invest but did not have sufficient knowledge to make my funds work effectively over the long term to my retirement and beyond so sought the help of an independent financial adviser.

How has Mark Galligan helped you?

Mark helped by initially spending time to understand my goals and objectives not just from a financial point of view but also for my life in general. We then completed a detailed fact find to establish my attitude to risk and also discussed different strategies to deliver my financial and life objectives. He produced a detailed report that reflected our discussions and included recommendations which encompassed an overriding strategy supported by a suite of products to deliver the strategy. Since my initial investment over 10 years ago I have made further investments and, in addition, Mark has advised me on other important financial matters such as my pension, retirement income and inheritance planning. In addition to ad hoc discussions normally relating to individual products, Mark and I meet at least once a year ensure that I am still on track to achieve my financial goals.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the advice that Mark has provided and also the performance of the investments that he has recommended for me.

What could they have done better?

N/A - I can't think of anything that Mark could have done better.

Please provide a brief comment about your experience with Mark

Upon meeting Mark for the first time I found him extremely personable. He was very thorough and clear with the information provided. I feel very confident in Mark's abilities to do well with my finances. I am looking forward to making changes for the better

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

I had quite a few individual investments but no structure. Mark has been exceptional on tailoring our family portfolio in the best way that suits our needs.

How has Mark Galligan helped you?

He has removed all the administrative hassle and made it easy for us to understand what investments that best suits us. Also advised on protection plans

Have you seen the outcome you were hoping for?

Have seen consistent growth on our portfolio and more tax efficient for the family.

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

Required cover for my clients (Key man insurance) and also advice regarding my own pension

How has Mark Galligan helped you?

He has helped a number of my clients with Key man and is currently in conversation with a few more Mark also reviewed my pension pots and advised best way to manage moving forward

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure he did everything expected and is always available when I call

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

Investment

How has Mark Galligan helped you?

Mark provided clear, concise and understandable information on the options that were available to us. He talked us through our risk profile and provided sound advice on the action for us to take going forwards.

Have you seen the outcome you were hoping for?

Yes, absolutely.

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

We are looking to set up a trust fund for our daughter.

How has Mark Galligan helped you?

He looked at the requirements for the trust fund, the level of investment being made and our attitude to risk in order to formulate a sensible approach to the trust investment.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

To be honest, nothing - he talked us through every step of the way clearly and made sure we full understood the nature of what we were looking to achieve.

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

Having released equity from my house sale, I needed specialist advice regarding how to invest the money in order to achieve the best return.

How has Mark Galligan helped you?

Mark helped by producing a comprehensive financial portfolio. A risk assessment was completed in order to gauge the appropriate investments for myself. Mark thoroughly explained how the service worked. He was very helpful and professional throughout the whole process.

Have you seen the outcome you were hoping for?

As a new client, the investments are only currently being made.

What could they have done better?

Due to the current lock down, the logistics have inevitably been more complex than normal. However, he has striven to find a solution to a unique problem.

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

I have inherited a large sum, and givien up work and wished to generate an income from my inheritance.

How has Mark Galligan helped you?

Mark is excellent at explaining the complexities of investing to somebody with very little understanding of financial matters. He has devised a portfolio of investments that should give me a comfortable living.

Have you seen the outcome you were hoping for?

This is ongoing.

What could they have done better?

There really is nothing that Mark could have done to improve my experience. He is a likeable, approachable person with so much patience. I am so pleased to have acquired his services.