Top Rated Firm 2025
256 reviews | 3 verified advisers
Review for Mark Fletcher
What could they have done better?
He meets our expectations, with annual visits and the ability to phone him if necessary
What were the circumstances that caused you to initially look for a financial adviser?
After taking early retirement, I wasnt sure if my pension was enough to retire with. My husband had previously retired early.
How has Mark helped you?
He has transferred my pensions and to a place where I have more access to it. Mark has also advised us on purchases such as house improvements and a car, where best to take the money from. He has explained how our investments are affected by global events.
Have you seen the outcome you were hoping for?
Our outcome has exceeded expectation, as Mark has given us a more confident financial life, due to his knowledge and communication with what is available.
Review for Mark Fletcher
What could they have done better?
I am confident with the outcomes.
What were the circumstances that caused you to initially look for a financial adviser?
At the time (Many years ago) I was considering help in planning my financial future in terms of Retirement and Pensions
How has Mark helped you?
Always happy to talk me through the results of previous years results, and advice fot the future
Have you seen the outcome you were hoping for?
Yes
Review for Mark Fletcher
What could they have done better?
Hard to say.
What were the circumstances that caused you to initially look for a financial adviser?
I have been dealing with this company for many years.
How has Mark helped you?
He has taken over from my previous adviser who retired and is continuing with the service I was expecting.
Have you seen the outcome you were hoping for?
I am not dissatisfied with how the plan is working.
Review for Connor Lovatt
What could they have done better?
Perfect nothing could have been done better
What were the circumstances that caused you to initially look for a financial adviser?
We had private pensions to invest
How has Connor helped you?
He has given us advice on the best options for us invest
Have you seen the outcome you were hoping for?
Yes
Review for Mark Fletcher
What could they have done better?
I am happy with the service I receive, in particular Mark's excellent communication and responsiveness to any query I have.
What were the circumstances that caused you to initially look for a financial adviser?
To seek advice about investments for a small portfolio and financial planning, following the retirement of my previous IFA.
How has Mark helped you?
He has reviewed the performance of the portfolio and made appropriate recommendations for changes as appropriate. He has also provided general advice about financial planning.
Have you seen the outcome you were hoping for?
Yes, bearing in mind I am in the latter decades of my life.
