Mark Swallow

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

I was transferred to Mark when my previous adviser left.

How has Mark Swallow helped you?

Mark is approachable, listens and helps me to understand the options. I am a low risk investor approaching a time when I might need to access my pension pot. Mark has reflected this expertly with his advice and keeping things on track

Have you seen the outcome you were hoping for?

Yes, obviously the markets are volatile but my investments are steady

What could they have done better?

Maybe a half year catch up as part of the service, to be fair I haven't requested this

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

Swap pension

How has Mark Swallow helped you?

Swapped pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Been with company for a few years and need update

How has Mark Swallow helped you?

Helping with adjusting pension plan and finances'

Have you seen the outcome you were hoping for?

Not yet