Mark has been our adviser for approximately three years and over that time has been of tremendous assistance to both my husband and I, in supporting our financial planning. He is extremely knowledgeable and up to date on latest rules and regulations and as such able to navigate complex problems to provide practical solutions. He has helped us with pension and savings planning, as well as insurance protection. He has proved to be very capable in all of those areas with a strong knowledge of market products and their relative merits. He is very easy to work with, having a very calm and measured approach and nothing is ever too much trouble. Mark is prepared to put in the effort to work through a problem to help his clients reach the right outcome, even if that involves a significant amount of work behind the scenes. I would have no hesitation in recommending Mark as a very safe pair of hands and someone who is good to work with.
Mark has been our financial advisor for the last three years. He is very approachable, takes the time to explain everything clearly and understands our current priorities and future expectations. We are very pleased with the service Mark provides, the results he has achieved for us so far and we have no hesitation in recommending him to potential clients. A pleasure to deal with.