43 reviews | 1 Verified advisers
Review from verified client for , Mark Flannery
What were the circumstances that caused you to look for a financial adviser?
Turned 55 years old,
How did Mark help you?
Great clear, and concise advice
Have you seen the outcome you were hoping for?
Yes
Review from verified client for , Mark Flannery
What were the circumstances that caused you to look for a financial adviser?
I needed a financial advisor to assist me with my retirement plans.
How did Mark help you?
Mark advised me on the structuring my pensions in the most suitable manner to provide for my retirement.
Have you seen the outcome you were hoping for?
I have been very satisfied with Mark's recommendations and happy with the outcome.
What could they have done better?
I cannot think of anything that Mark could have done better. He put his recommendations together in a highly professional manner and explored all the options available to me in detail.
Review from verified client for , Mark Flannery
What were the circumstances that caused you to look for a financial adviser?
I just wanted to do more with my money and with it on my pocket I would only spend it
How did Mark help you?
He advised me on the correct way to invest my money Showed me the risks and pitfalls and explained a good even balance
Have you seen the outcome you were hoping for?
Not yet early days
What could they have done better?
A box of chocolate with the letter he sent me
Review from verified client for , Mark Flannery
What were the circumstances that caused you to look for a financial adviser?
To transfer a defined benefit scheme to a SIPP
How did Mark help you?
He went through the financials and advised that a transfer with figures was in my best interest.
Have you seen the outcome you were hoping for?
The funds are now outside the dbs. It is too soon to make an overall judgement.
What could they have done better?
Difficult to say. I had a plan and Mark was able to work with this. He was constructive throughout and sorted any areas where issues needed to be rectified.
Review from verified client for , Mark Flannery
What were the circumstances that caused you to look for a financial adviser?
My drawdown pension ended as I reached 75.
How did Mark help you?
Mark put in place an investment that gave me support for now and the future.
Have you seen the outcome you were hoping for?
The investment only started in December 2020 so I will not be able to assess until April 2021
What could they have done better?
Nothing As far as I can see
