Check us out!  We are rated and recommended as Independent Financial Advisors 4.8 out of 5 !

Here is a sample from the reviews …

“What were the circumstances that caused you to look for a financial adviser?

Retirement and a need to plan effectively for the future.

How did Mark Beresford help you?

Mark provides sound advice without the ‘flannel’ I have come to expect in this industry. He started by asking lots of questions to understand our needs, plans for the future and aspirations. Once he was clear he understood, he then offered a range of options, helping us to make informed choices. It was all really very straightforward.

Have you seen the outcome you were hoping for?

Yes, we have invested our lump sum to provide a yield regularly for holidays and other desires we have. the investments are doing nicely in a difficult market.

What could they have done better?

Difficult to say. We both felt his approach was excellent and the outcome has been as we wanted.

Mark’s reply

Hi Adrian, So pleased you are happy with our service , data protection prevents me from “Dhobying” your finances in public.. ha ha:-) Best Mark “

Read about Mark here!

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