Mark's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 73 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 64 )
Investments and Savings ( 98 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 36 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 58 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 23 )
£100k - £200k ( 20 )
Up to £50k ( 7 )
£50k - 100k ( 8 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in East Sussex
an hour ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mark was selected by my previous advisor when she sold her business to Merchant Wealth (as was)
How has Mark Higgins helped you?
Mark's advice is sound. He listens to me. He is easily contactable and he responds to my requests/enquiries/problems quickly and efficiently. Over the years we have, I feel built a relationship of trust.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Surrey
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest & pension management
How has Mark Higgins helped you?
Helped me understand all my pension options pre & post retirement. Ensured my investments were structured in a way that best suited my circumstances,
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
I am extremely pleased with the advice I have received
Review
by a verified client in Surrey
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance.
How has Mark Higgins helped you?
Assurance that I am financially okay.
Have you seen the outcome you were hoping for?
I am happy.
What could they have done better?
I don't know.
Review
by a verified client in Hampshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with this company for many years and my initial reasons were to invest my pension lump sum on retirement, since then it has been an ongoing savings plan within my retirement.
How has Mark Higgins helped you?
His yearly visits are helpful so that I can have the knowledge that my investments are still in the right place for me.
Have you seen the outcome you were hoping for?
I have been very happy with the way my investments have been going over the past few years.
What could they have done better?
I don't think they could be doing anymore for me personally, I am happy with the advice I am receiving and the outcome at this time.
Review
by a verified client in Surrey
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to use management of money better
How has Mark Higgins helped you?
Plenty information. Good advice. Clarity.
Have you seen the outcome you were hoping for?
It's fair.
What could they have done better?
Unknown.