54 reviews | 1 verified advisers
Review for Mark Flannery
What were the circumstances that caused you to look for a financial adviser?
I needed an IFA to advise me on whether to transfer out of a defined benefit scheme into a private pension.
How did Mark help you?
Mark advised me on whether the CETV was competitive and whether it would be in my interest to transfer out. We covered all other financial aspects with my wife and I, plus carried out a full transfer analysis report which helped me in my reaching my decision.
Have you seen the outcome you were hoping for?
Yes, after taking full advice and making the decision the pension transfer has been completed successfully.
What could they have done better?
Nothing really, the process went smoothly and Mark kept me up to date at all relevant stages.
Review for Mark Flannery
What were the circumstances that caused you to look for a financial adviser?
owning a business i was looking for a pension for the later part of life
How did Mark help you?
Mark advised on the best pension for myself and my partner
Have you seen the outcome you were hoping for?
yes most definitely
What could they have done better?
nothing i feel my money is in the best hands it could be in
Review for Mark Flannery
What were the circumstances that caused you to look for a financial adviser?
Accessing and merging pension funds
How did Mark help you?
Mark looked into all my existing pensions and gave advice in future intake
Have you seen the outcome you were hoping for?
Was very pleased with the outcome
What could they have done better?
Did everything according to my wishes
Review for Mark Flannery
What were the circumstances that caused you to look for a financial adviser?
Retirement.needed to sort my pensions and finances out
How did Mark help you?
Explained everything in layman's terms and gave good advice.mark was recommended to me by a friend
Have you seen the outcome you were hoping for?
Yes
Review for Mark Flannery
What were the circumstances that caused you to look for a financial adviser?
I wanted to review my current precision value and projection to assess whether I was on track with my goals.
How did Mark help you?
Mark took time to understand my circumstances and to consider what the appropriate course of actions were. He made his recommendations and was happy to be questioned and challenged on them. He was patient with me whilst doing so.
Have you seen the outcome you were hoping for?
Yes. The conversation and guidance from Mark both reassured me and led to a change in approach.
