Mark's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 61 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 55 )
Investments and Savings ( 82 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 27 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 49 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 21 )
£100k - £200k ( 18 )
Up to £50k ( 7 )
£50k - 100k ( 7 )
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 London
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was due to retire and was unsure where to invest in my lump sum pension due to me from my teaching pension?
How has Mark Higgins helped you?
Mark Has been very good in helping plan for the future.
Have you seen the outcome you were hoping for?
Yes it seems positive and ongoing.
What could they have done better?
I would really like to see Mark face to face to discuss my portfolio as I really dislike the screen team meetings we have annually.
Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help after I retired in 2014. Marks predecessor initiated my wrap, and Mark has continued with readily available help and advice.
How has Mark Higgins helped you?
See above
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Not a lot
Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This was initiated by husband when in business many years ago from a Reading firm to which we continued following future personnel until Mark took over.
How has Mark Higgins helped you?
Mark has always been available whenever I have needed advice or financial help with any problem I may have. I feel confident and secure with his management of my finances.
Have you seen the outcome you were hoping for?
I am confident that what has been achieved id beneficial towards my outcome.
What could they have done better?
As far as I am concerned I am quite content with Mark Higgins looking after my account.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Yes
How has Mark Higgins helped you?
I felt confident he understood my situation. He questioned that the different elements of my plan were still relevant.
Have you seen the outcome you were hoping for?
So far, yes
What could they have done better?
Nothing I could think of.
Review
by a verified client in Perthshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement income.
How has Mark Higgins helped you?
Provided sound advice.
Have you seen the outcome you were hoping for?
Yes.