0151 221 9238
Based in Birkenhead
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
19
Recent Client Reviews
Mark has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 12 February 2025
2
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Transparent Fees
Mark has not yet added their fees to their profile
Fees not yet added
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Mark
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
19
Recent Client Reviews
Mark has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 12 February 2025
2
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Transparent Fees
Mark has not yet added their fees to their profile
Fees not yet added
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 6 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
Household income
Savings
Clients' level of financial expertise
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.
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