26 reviews | 1 verified advisers
Review for Mark Daunter
What could they have done better?
Nothing springs to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I have worked with Mark for over 15 years. Initially following a Company Event I wanted to build a strong Portfolio and Review my Pension.
How has Mark helped you?
Mark has been invaluable in organising my finances and actually reorganising on a regular basis responding to both Personal and Market Conditions.
Have you seen the outcome you were hoping for?
Through the ups and downs of Global Markets over many years I have always found Marks advice to be Solid. I am now in my Retirement/Semi Retirement years and largely due to Mark's advice I find myself in a very comfortable position with strong Returns on Investment.
Review for Mark Daunter
What were the circumstances that caused you to initially look for a financial adviser?
We needed an independent adviser to help us with our pensions as we approached retirement
How has Mark helped you?
He has enabled us to retire with a proper framework for our pension savings
Have you seen the outcome you were hoping for?
Yes
Review for Mark Daunter
How has Mark helped you since your last review?
Yes, we have regular phone conversations and at least one face-to-face meeting a year where he explains my financial situation to me, which is very helpful and reassuring.
Review for Mark Daunter
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Stage of life where we needed advice
How has Mark helped you?
Advised and explained all options clearly and succinctly - always happy to re-explain to us and answer all questions
Have you seen the outcome you were hoping for?
So far a good outcome
Review for Mark Daunter
What could they have done better?
Really could not have expected more. Excellent service and great follow up.
What were the circumstances that caused you to initially look for a financial adviser?
An advisor was needed to help administer a family trust.
How has Mark helped you?
Mark first helped to appoint new trustees - this was complicated by the fact the company the investment was with had been acquired, requiring a lot of paperwork to transfer ownership. Mark and his team were super-helpful with this process and jumped through many hoops to get everything in place.
Have you seen the outcome you were hoping for?
Yes, in addition to overseeing the transfer of the trust to the new company, Mark was able to offer financial advice on the investment profile, having first performed a fact find on my investment preferences (attitude to risk etc). Following this fact find meeting, Mark provided full minutes of our discussion and a summary of next steps. Much appreciated!
