Mark Beynon

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

How has Mark Beynon helped you since your last review?

i needed advice on my investments and the tax implications

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

How has Mark Beynon helped you since your last review?

Helped us to secure a mortgage

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

reaching retirement age on two of my work pensions from previous jobs

How has Mark Beynon helped you?

reviewed what I had and whether it was best to defer taking them, transfering one of them or implimenting them.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

perhaps providing a written report of the advice rather than just a verbal one.

Please provide a brief comment about your experience with Mark

Understood my requirements and provided good information.

Please provide a brief comment about your experience with Mark

Mark was very professional and friendly, happy to work around my schedule (I work outside London, and he offered to meet up after hours). At the end we only had a first appointment, as I discovered that the options open to me, pension-wise, were much more restricted than I thought, in terms of plans available. I'd be happy to use his services later on in the year, once we know where Brexit is leading us.