Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 16 )
Pensions ( 103 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 31 )
Auto Enrolment ( 2 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 22 )
£100k - £200k ( 11 )
Up to £50k ( 9 )
£50k - 100k ( 23 )
Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor became unwell
How has Mark Thompson helped you?
He made us feel quite confident in our retirement future and gave sensible advice and planning
Have you seen the outcome you were hoping for?
It is still early days but we feel quite confident in his advice
What could they have done better?
I have been impressed with his research of our situation which was very thorough so I believe he couldn’t have done much better
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to review my pension
How has Mark Thompson helped you?
He helped review my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
n/a
Review
by a verified client in Suffolk
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I made the decision to retire to needed advcie and guidance on way forward
How has Mark Thompson helped you?
WE helped to direct me to the right investment products
Have you seen the outcome you were hoping for?
Early days as this was only recently taken out, it is a long term view
Review
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are a small business and wanted to set up some insurance protection for future security. We were recommended by an associate.
How has Mark Thompson helped you?
Mark found us the right products for our business and managed the whole process.
Have you seen the outcome you were hoping for?
Yes, we are very happy with the outcome.
Review
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed someone to review my pensions.
How has Mark Thompson helped you?
He has recommended how I proceed with my pensions from past companies and ongoing pensions.
Have you seen the outcome you were hoping for?
Yes. Very happy so far.
What could they have done better?
Nothing. He was able to give us lots of advice and made us feel confident with how our Financial planning was going.