914 reviews | 15 verified advisers
Review for Mark Carter
What could they have done better?
Possibly not relying on just the investments provided from a single platform/organisation.
What were the circumstances that caused you to initially look for a financial adviser?
A need to plan financially for the future.
How has Mark helped you?
Advised on what investments best fitted my needs and requirements.
Have you seen the outcome you were hoping for?
Yes
Review for Sheena Doherty
How has Sheena helped you since your last review?
I know that I can contact Sheena and her team anytime and get advice/help quickly, if needed
Review for Mark Carter
What could they have done better?
Nothing to report as I am happy with how I am dealt with.
What were the circumstances that caused you to initially look for a financial adviser?
To get the best return on my investments in preparation for my future & retirement.
How has Mark helped you?
Mark provides excellent advice on how best to get the maximum return on your investments depending on your appetite for risk. He also is upfront with you about any changes to investments & their relevant admin costs.
Have you seen the outcome you were hoping for?
Yes my returns are on track so that I am financially secure in my retirement. This is reviewed with Mark annually but any changes with my portfolio are communicated in a prompt & very efficient manner.
Review for Peter Ellis
How has Peter helped you since your last review?
He’s kept in touch and made sure we were still happy.
Review for Mark Carter
What were the circumstances that caused you to initially look for a financial adviser?
Transfer out of final salary scheme pension a few years ago.
How has Mark helped you?
Oversaw the transfer out process and set up with SJP. Provided advice and support at all times.
Have you seen the outcome you were hoping for?
Most definitely.
