Mark Eldor

Mark Eldor

Peak Fifteen Financial Planning

Minimum savings/pensions: Over £100,000

0151 221 9238
Based in Birkenhead
View location

Top Rated 2025
Verified since: November, 2020

5 out of 5

81 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 February 2025

  • 19

    Recent Client Reviews

    Verified reviews: 100%

  • Restricted Financial Adviser

    Last checked: 12 February 2025

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

  • Transparent Fees

    Fees not yet added

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Mark

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 February 2025

  • 19

    Recent Client Reviews

    Verified reviews: 100%

  • Restricted Financial Adviser

    Last checked: 12 February 2025

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

  • Transparent Fees

    Fees not yet added

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Mark

Having qualified as a financial adviser in 2003, Mark has built his career in financial planning by working with some of the biggest Financial Services companies in the UK. In 2014 Mark decided it was time to build his own financial planning practice. Since then, he has focused on developing a service that can make a positive difference in people’s live. Genuinely striving to help his clients and their families. Mark’s business goal is to create a business that sets the standard in Financial Planning. As a keen triathlete, Mark enjoys pushing himself to extreme physical limits and is currently building his endurance up to compete in a Ironman Triathlon. Mark also enjoys collecting and listening to vinyl records. As a Partner Practice of St. James’s Place Wealth Management based on the Wirral, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 07/03/2024

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Mark's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Clients' level of financial expertise

LowAverageHighVery high

Reviews of Mark

Are you a client of Mark? Write your own review
Repeat review

by a verified client in Flintshire

11 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Mark Eldor helped you since your last review?

Advice on ISSA also on moving money around

Repeat review

by a verified client in Lancashire

12 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Mark Eldor helped you since your last review?

Mark has continued to provide a very good service. He makes himself available and is easy to contact and talk to. His advice has helped me make the correct decisions regarding my retirement funds.

Repeat review

by a verified client in Merseyside

14 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Mark Eldor helped you since your last review?

Mark has continued to give me advise regarding my pension in a manor that i can understand and which makes sense to me without leaving out details I need to know about. His forward planning and attention to detail puts me at ease and I have no difficulty expressing my concerns knowing he has my best interests at heart. Never have I felt his advise being anything other than whats best for me.

Review

by a verified client in Merseyside

2 months ago

Overall

Advice

Service

Value

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

Retirement/ pension advice and considering downsizing to release capital

How has Mark Eldor helped you?

Mark has helped by clarifying how much capital I need to release in order to supplement my state pension, the options available for that capital, plus general advice for financial planning for retirement.

Have you seen the outcome you were hoping for?

I am just at the beginning of my planning but now have a better idea of what route to go down, so yes.

What could they have done better?

Can't think of anything.

Repeat review

by a verified client in Merseyside

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Mark Eldor helped you since your last review?

We have needed to re assess our finances now we have grandchildren. Mark has guided our family with excellent advice over several years and has proved to have given good advice in clear terms.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.