Mark Daunter

Please provide a brief comment about your experience with Mark

Mark is helping me to arrange my investments and retirement planning. He has brought professionalism, demonstrated integrity and shared his knowledge. He has, in a short time, produced a plan that I am happy to take forward. Mark is also very personable and easy to work with. I would recommend him.

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

N/A

How has Mark Daunter helped you?

N/A

Have you seen the outcome you were hoping for?

Yes

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

I have worked with Mark for over 15 years. Initially following a Company Event I wanted to build a strong Portfolio and Review my Pension.

How has Mark Daunter helped you?

Mark has been invaluable in organising my finances and actually reorganising on a regular basis responding to both Personal and Market Conditions.

Have you seen the outcome you were hoping for?

Through the ups and downs of Global Markets over many years I have always found Marks advice to be Solid. I am now in my Retirement/Semi Retirement years and largely due to Mark's advice I find myself in a very comfortable position with strong Returns on Investment.

What could they have done better?

Nothing springs to mind.

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

We needed an independent adviser to help us with our pensions as we approached retirement

How has Mark Daunter helped you?

He has enabled us to retire with a proper framework for our pension savings

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has Mark Daunter helped you since your last review?

Yes, we have regular phone conversations and at least one face-to-face meeting a year where he explains my financial situation to me, which is very helpful and reassuring.