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Testimonials 2019-09-24T09:08:13+00:00

It is always lovely to hear from our clients on what our clients think of us!

Here are a selection from new and long term clients…

” I needed professional advice on investing in medium risk equities.  Professional assessment of risk appetite, sound advice on both pension and investment that reflected my ambition. Secured mortgage in unusual and challenging circumstances. Positive return in challenging economic environment”

HO (Vouched for reviews)

 

“I needed to start a personal pension. He was very thorough in working out my requirements and getting me the product i required”

J.R  ( Vouched For Reviews)

“I needed to consolidate my several pension arrangements in one place, Mark gave me a clear overall picture for the first time. This later enabled me to set up annuities and savings plans for the future. His service and speed to rise to any challenges i have given him has always been excellent. I would not hesitate to recommend him to friends or relatives who found them selves in need of good sound pension advice”

Nick G -B  (Vouched For Reviews)

“I have 3 pensions and after meeting with Mark, he was then able to organise and explain in a sensible manner.Mark was very helpful and explained all of the options, with figures and graphs to show the increases and decreases. He contacted the pension companies and I left everything for him to sort, with no problems. I actually feel that I got all that I need and felt Mark was very proactive in getting the result’s that we needed”

TW  (Vouched For Reviews)

 

“Having fallen into the trap of an IFA who came with the previous company’s pension scheme I had become somewhat disillusioned when they invited me to change a holding that I had bought myself and had done exceedingly well, (better than any of their recommendations). The cost of doing so, would have required a 10% uplift in the new holding to break even. Since moving my allegiance to Bootneck Money (part of the Buxton Beresford Wealth group), I have consolidated all my holdings, have simple online access and would like to think found a kindred spirit.”

RH, Company Director, Hampshire

 

“We are new clients from 2017 and chose Mark because of his obvious passion for his work and his highly professional and in-depth knowledge.
We have life Insurance and Pensions with Mark and cannot recommend him highly enough”

PCD. Farnham.

 

“Mark Beresford has been my Independent Financial Advisor for over 25 years.  He has always provided sound, pragmatic guidance with regards to my financial objectives and for this reason, I have remained with him”.

MDB.

 

“Mark Beresford has been handling my pension and other financial affairs since 2006. I was unhappy with my previous IFA and Mark has subsequently attained the growth that I hoped for with my private pension. We review the situation at least quarterly, and with financial planning being so important when you are self employed, Mark has become quite key to securing my future. We have built a strong relationship over the years and I implicitly trust Mark to act in my best interests.

David Hillman”

 

“ I have known Mark for more years than I can remember. He is not just a professional finance Advisor but also a personal friend who has helped me negotiate the myriad rules and regulations surrounding Investments, Pensions and ISA’s. I was nearing retirement when I wrote this so the advice I have received over the years is bearing fruit whilst many others are struggling to retain the value of their hard earned savings in these harsh economic times.

As Mark is around the corner, Mark has advised me  on a radical approach to my pension which has already transformed my “pension pot” into a vibrant investment.  I meet him when required but certainly at least 4 times a year.  I know he keeps a watchful eye on how my investments are doing.

Best of all, he explains what I should do to understand it!

I am now happily retired.

All the best”

RB- Judge & Advocate

 

We have reviews on Google my Business- Read about Mark here!

We are now on “Vouched For”  Read more reviews on Mark’s work

 

Thank you for reading and thank you to our clients.

Mark Beresford