72 reviews | 1 verified advisers

Selection of recent reviews. Read all reviews

Review for Mark Flannery

January 2024

What were the circumstances that caused you to initially look for a financial adviser?

I had various company pensions with different providers from various employers and it was my goal to combine these into 1 company pension plan. I also wanted advice on whether my current employers plan was right based on my personal circumstances.

How has Mark helped you?

Mark provided very clear guidance and advice as to how to combine these pensions (7 in all). Once these were combined I sat down with Mark and we reviewed the investment profile of my current pension scheme and Mark discovered that the investment plan wasn't suitable for my personal circumstances.

Have you seen the outcome you were hoping for?

Yes, my pension is now invested in much more appropriate plans based on my personal circumstances. Mark explained his advice in a very clear and logical way which helped me come to the right decision for me.

What could they have done better?

No

Review for Mark Flannery

October 2023

What were the circumstances that caused you to initially look for a financial adviser?

Consolidating retirement income

How has Mark helped you?

Pooled all my disparate retirement streams together

Have you seen the outcome you were hoping for?

Yes

Review for Mark Flannery

October 2023

What were the circumstances that caused you to initially look for a financial adviser?

Pension age approaching and financial planning

How has Mark helped you?

Collating all my pension information and advising on best investments and options I have without bias

Have you seen the outcome you were hoping for?

Yes completely

What could they have done better?

All satisfactory so far

Review for Mark Flannery

December 2022

What were the circumstances that caused you to initially look for a financial adviser?

Advice from my son in law

How has Mark helped you?

Set up an investment plan for

Have you seen the outcome you were hoping for?

At this time difficult to say

What could they have done better?

At this time I am satisfied with the help I have received

Review for Mark Flannery

December 2022

What were the circumstances that caused you to initially look for a financial adviser?

I have a couple of DB pensions which I have the option of taking now or transferring to a SIPP arrangement.

How has Mark helped you?

Mark took time to understand our financial position, gathered information from the pensions administrators and provided very clear, considered advice to help us navigate a fairly complex set of options relating to taking or transferring pensions whilst balancing the requirements for secure pensions income and estate planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing,