Mark's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 68 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 60 )
Investments and Savings ( 90 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 32 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 54 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 22 )
£100k - £200k ( 19 )
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 Berkshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife & I had multiple company pensions from different stages of our careers, including a large Final Salary component on my side. We wanted to understand the full value of our funds and they way these could be managed and to understand the implications for our retirement. We needed to then identify the best way to manage these funds, through consolidation & how to access them in a tax efficient manner in retirement.
How has Mark Higgins helped you?
He worked with us to consolidate funds, where possible to provide a simplified view of our likely pension value going forward. He identified & proposed specific funds, post-retirement to provide the required level of income & the tax implications of accessing those funds. We are now starting to look into inheritance aspects of our pension funds & assets.
Have you seen the outcome you were hoping for?
Yes, we have the level of income we expected and the funds are providing the expected level of return based on our tolerance to risk for the investments.
What could they have done better?
I'm not sure. I find aspects of remuneration somewhat unfair, but that is industry wide, not just for the services we provide for Mark. Getting a percentage of fund value, irrespective of performance is somewhat entitled but that is how the financial markets work & there is very little you can do about it.
Review
by a verified client in Berkshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have used an advisor since 2014. We 'inherited' Mark through an M&A process.
How has Mark Higgins helped you?
Long term planning and pension crystallisation.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing springs to mind. All good.
Review
by a verified client in Buckinghamshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and our unclear financial position
How has Mark Higgins helped you?
5 years
Have you seen the outcome you were hoping for?
Yes. Progress is in line with planned expectations.
Review
by a verified client in Berkshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and the need to invest a lump sum
How has Mark Higgins helped you?
Good advice on investments and managing drawdowns
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of. He makes himself available when the need arises
Review
by a verified client in Middlesex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As a Self employed worked I needed good advice on financial planning
How has Mark Higgins helped you?
He has reviewed my investments and recommended sound and timely changes
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
I cannot think of anything