Reviewed for
Insurance and Protection ( 12 )
Pensions ( 27 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 20 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 26 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
( 1 )
Repeat review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
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.
Repeat review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
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.
Repeat review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
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
Repeat review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
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.
Repeat review
by a verified client in Lancashire
5 months ago
Overall
Advice
Service
Value
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.
Mark:
Thank you for your kind review.