Mark Watson

What were the circumstances that caused you to initially look for an adviser?

Wanting to transfer work DB pension.

How has Mark Watson helped you?

Met with me to understand my needs. Dealt directly with the existing scheme holder. Provided me with detailed report on my circumstances and options. Helped me ultimilately select new investment portfolio

Have you seen the outcome you were hoping for?

Definitely - was relatively simple/ straightforward and the new investment portfolio has held up well thus far.

What were the circumstances that caused you to initially look for an adviser?

I was reaching retirement age and I wanted to know what my options would be if I retired.

How has Mark Watson helped you?

He organised my private pensions and put them into one fund so it would be easier to access the money when I required it.

Have you seen the outcome you were hoping for?

It will take a year to know if the outcome I am hoping for is realised.

What could they have done better?

I cant think of anything . That's a question best asked after 1 year.

What were the circumstances that caused you to initially look for an adviser?

I had to transfer my pension and needed sound advise from someone who knew what to look for.

How has Mark Watson helped you?

He explained in detail al the pro"d and con"s very clearly and offered sound advice on how it all worked and is available to sort out any problems.

Have you seen the outcome you were hoping for?

This is early days for me and his advise at present is proving invaluable.

What could they have done better?

I bave nothing to base anything constructive on at present as ny works are just starting.

What were the circumstances that caused you to initially look for an adviser?

To get professional advice and long term financial planning on my pension and investments.

How has Mark Watson helped you?

Took time to understand my personal situation and my goals, and built a sound financial strategy around those for the long term

Have you seen the outcome you were hoping for?

Currently too early to see an impact, however with the volatility in the markets I would have been worse off if I had delayed the decision to follow Mark’s advice.

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Mark Watson helped you?

Face-to-face meetings and advice. Very knowledgeable and explained everything in eay to understan terms.

Have you seen the outcome you were hoping for?

A bit early to say but I have no doubt I will be bery satisfied

What could they have done better?

Nothing. Very happy eith eveything Mark has said and done. Not only knowledgeable but extremely friendly.