Mark's reviews
Reviewed for
Insurance and Protection ( 8 )
Pensions ( 48 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 2 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 29 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 38 )
Financial Mentoring ( 9 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 17 )
£100k - £200k ( 8 )
£50k - 100k ( 4 )
Up to £50k ( 3 )
( 2 )
Repeat review
by a verified client in East Lothian
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Stevens helped you since your last review?
Mark has continued to provide excellent service and sound advice. We greatly appreciated his proactive approach and the interest he shows in our whole family, not just my wife and I who invest money. We are confident that our money is both safe and productive when we follow his advice.
Repeat review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Stevens helped you since your last review?
Mark has helped me to reassess where I am at and consider long term goals
Repeat review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Stevens helped you since your last review?
His continued professional friendly advice maintains my peace of mind in the knowledge my investments are being nurtured by the best.
Repeat review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Stevens helped you since your last review?
Mark makes financial services, retirement planning and investment in funds, interesting and understandable. He relates and engages at my level of understanding and this engenders trust. The advice he has provided so far and recommendations he has made have been good and the returns I am seeing from these have exceeded my expectations. I enjoy talking with Mark and know he has my interests at heart. Trust is something you can't buy, you earn through building a relationship. I trust Mark with my financial future.
Repeat review
by a verified client in Derbyshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Stevens helped you since your last review?
Consistently good advice