23 reviews | 1 verified advisers
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!
Review for Mark Daunter
What could they have done better?
Everything was fantastic - thank you!
What were the circumstances that caused you to initially look for a financial adviser?
Not satisfied with my current provider.
How has Mark helped you?
Broad spectrum financial advice - pension planning, investments, stocks and shares.
Have you seen the outcome you were hoping for?
Yes.
Review for Mark Daunter
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
Dissatisfaction with previous financial advice company.
How has Mark helped you?
Sincere interest in our circumstances, needs and hopes, followed by well-chosen investment vehicles, adopted only after ensuring we have adequate understanding of the underlying models and risks.
Have you seen the outcome you were hoping for?
Yes - 5 gold stars' worth! One year on from making the change, we are altogether pleased with the success of the recommended investments.
Review for Mark Daunter
What could they have done better?
I can't think of anything
What were the circumstances that caused you to initially look for a financial adviser?
I wanted someone who could protect and provide some security for my retirement and investments. It was important that they were professional, trustworthy and honest and had my best interests and needs at the forefront of their decision making.
How has Mark helped you?
Mark has fulfilled all my expectations of someone who really cares about me as a person. I have worked hard all my working life and feel my efforts and rewards are being watched over and managed by someone who is passionate and true to their profession.
Have you seen the outcome you were hoping for?
Yes I have. The peace of mind it gives me at this stage of life allows me to concentrate on enjoying what I like to do most.
