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Review for Mark Flannery

January 2024

What could they have done better?

No

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.