Turned 55 years old,
Great clear, and concise advice
I needed a financial advisor to assist me with my retirement plans.
Mark advised me on the structuring my pensions in the most suitable manner to provide for my retirement.
I have been very satisfied with Mark's recommendations and happy with the outcome.
I cannot think of anything that Mark could have done better. He put his recommendations together in a highly professional manner and explored all the options available to me in detail.
I just wanted to do more with my money and with it on my pocket I would only spend it
He advised me on the correct way to invest my money Showed me the risks and pitfalls and explained a good even balance
Not yet early days
A box of chocolate with the letter he sent me
To transfer a defined benefit scheme to a SIPP
He went through the financials and advised that a transfer with figures was in my best interest.
The funds are now outside the dbs. It is too soon to make an overall judgement.
Difficult to say. I had a plan and Mark was able to work with this. He was constructive throughout and sorted any areas where issues needed to be rectified.
My drawdown pension ended as I reached 75.
Mark put in place an investment that gave me support for now and the future.
The investment only started in December 2020 so I will not be able to assess until April 2021
Nothing As far as I can see