Mark Redman

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

We required assistance in investing our pension.

How has Mark Redman helped you?

He has provided a range of options and guided us through them so we can make a better decision on where to place our money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

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

Initially I wanted to bring all my personal pensions into one pot to simplify management, reduce fees, and gain better visibility over my long-term retirement savings. At the same time, as a company owner, I wanted to establish a company pension scheme that would benefit both myself and future employees, offering tax-efficient contributions and a structured approach to retirement planning.

How has Mark Redman helped you?

Mark, provided exceptional support throughout the entire process. He guided me step by step when transitioning my personal pensions into a single, easy-to-manage structure, ensuring everything was handled smoothly and efficiently. For the company pension scheme, he offered clear, knowledgeable advice on suitable providers, helping me make informed decisions tailored to my business needs. He also delivers an impartial advisory service to my staff, ensuring they have access to trusted guidance. Whenever required. Mark is always approachable, readily available to discuss any matters, and consistently provides reassurance, clarity, and ongoing professional support.

Have you seen the outcome you were hoping for?

Yes, I have seen the outcome I was hoping for. The consolidation of my personal pensions has made them far easier to manage, giving me a clear and organised view of my retirement planning. The company pension scheme is working effectively, providing a strong foundation for my staff, with access to ongoing, reliable advice and support whenever needed.

What could they have done better?

There is nothing I feel could have been improved. The service provided has been excellent throughout, with clear communication, expert guidance, and consistent support at every stage. Mark has been proactive, approachable, and always willing to go the extra mile, ensuring that both my personal and company pension arrangements were handled seamlessly. I have complete confidence in the advice and service provided.

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

Preparing for retirement

How has Mark Redman helped you?

Consolidated finances

Have you seen the outcome you were hoping for?

yes

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

I wouldn't normally recommend a financial adviser to anybody as is it is a very personal thing and everybody's circumstances are different.

How has Mark Redman helped you?

He has listened and given his best opinion.

Have you seen the outcome you were hoping for?

It is all ongoing!

What could they have done better?

nothing

Please provide a brief comment about your experience with Mark

My first time taking financial advice and I was not even sure it was the right thing for me at this time. Mark was very approachable, knowledgeable and I felt comfortable asking questions (that maybe everyone other than me already knew the answers to) without feeling silly. He also listened and I felt adapted advice to my own (somewhat daft) financial habits that I need to unlearn. I would thoroughly recommend Mark.