Mark Thompson

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

To ensure we were getting the best possible returns

How has Mark Thompson helped you?

He has use his vast knowledge and provided details best suited to us.

Have you seen the outcome you were hoping for?

Everything is going in the right direction.

What could they have done better?

None

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

Redundancy, retirement, inheritance, pension confusion.

How has Mark Thompson helped you?

Sorted and amalgamated numerous pensions. Also sound advice on cash and property inheritance and current spending habits. Clearly explained all processes.

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?

Needing pension advice for now & future planning.

How has Mark Thompson helped you?

Mark has helped bring my pensions together. Annual updates / advice on performance. Checked my current financial situation annually. Been available to talk to immediately if needed.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No.

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

Having sold a property we had money to invest so we sought Marks advice.

How has Mark Thompson helped you?

Mark spent time listening to us and gathering information about our situation, our wishes and our general financial preferences. He then spent time talking us through the various options as well as providing written details for us to read. He fully answered all of our questions and supported us through each step of the process.

Have you seen the outcome you were hoping for?

Yes we are very happy with the outcome thanks for Mark's advice and support.

What could they have done better?

All good

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

Financial planning is a complex subject and I recognised the need to employ a specialist advisor years ago. There is far too much to go wrong to risk a DIY approach.

How has Mark Thompson helped you?

By understanding the background to my/our situation and advising the more appropriate plans.

Have you seen the outcome you were hoping for?

So far. I asked for advice that took advantage of their wide ranging knowledge of the options. Discussions with friends in a similar situation confirms I got what I expected.

What could they have done better?

Nothing springs to mind.