Mark Chandler

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

Pensions and inheritance planning advice

How has Mark Chandler helped you?

Mark guided and advised us on retirement planning, including pensions, cashflow and inheritance tax planning. We also discussed investments in general with him.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that we are aware of

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

Needed expert financial help

How has Mark Chandler helped you?

With general financial planning for retirement years and funding old age. Also with a lifetime mortgage.

Have you seen the outcome you were hoping for?

One always hopes for improved outcomes but my wife's and my investments have mirrored the general market trends in the last twelve months

What could they have done better?

There are no obvious improvements in service indicated

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

I needed advice on pension planning.

How has Mark Chandler helped you?

In addition to pension planning, and advice during my retirement, he has advised on Inheritance Tax planning and tax-effective giving.

Have you seen the outcome you were hoping for?

Yes undoubtedly

What could they have done better?

Can't say

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

pension advice and planning

How has Mark Chandler helped you?

Mark has delivered very good advice plus appropriate action

Have you seen the outcome you were hoping for?

still on a good trajectory

What could they have done better?

very satisfied with the quality and professional service

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

Specialist advice

How has Mark Chandler helped you?

Mark is friendly, professional and trustworthy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing