Testimonials
Read some of the feedback received from clients.Following many years of being frustrated with costly products and platforms offered by large international banks which I felt got me nowhere, I was looking for a financial adviser who would thoroughly understand my financial planning needs/investment style and offer me simple and cost-effective solu...
Mark has been my financial adviser for 25 years. In a world constantly looking for short term solutions to most issues, Mark has helped me plan for the long term whilst at the same time dealing promptly with any problems arising.
In a complicated world, Mark keeps it simple, always seeking...
Mark has been my financial adviser for over a decade and over those years we’ve developed an excellent relationship. He has always been most helpful and has directed me over the years in to successful investments. He has always been able to deal with my somewhat complex financial affairs in a very p...
Excellent advice and support. Very reassuring to have access to financial information at all times. I have recommended Mark and Rebecca to a very good friend and I am very confident they will help.
Mark has looked after me for over 30 years, which should be testament alone to the quality of the guidance and advice I have received.
Mark has rebuilt my trust in the pensions industry after guiding me through the Equitable Life debacle in 2000. What separates Mark, is his market knowledge and his understanding of people and their drivers; he puts you at ease whilst blending a serious focus with a healthy sense of humour. No-on...
Over the past 30+ years, Mark has been invaluable as my trusted financial advisor. As an investment banker, I was always too focussed on my clients’ priorities to really see to my own wealth management - which is where Mark has been so helpful. Very thoughtful, tailored structuring of financial...
