Mark Jones

Mark Jones

True Potential Wealth Management LLP

Mark's reviews

Reviewed for

Pensions ( 1 )

Investments and Savings ( 1 )

Inheritance Planning ( 1 )

Reviewers' assets
Review

by a verified client in Cheshire

7 years ago

Overall

Value

Service

Advice

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

Sought a FA prior to selling a business.

How has Mark Jones helped you?

With IHT and pension planning.

Have you seen the outcome you were hoping for?

To date, yes.