Mark Weeks

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

Many years ago I dealt with a lady and I cannot recall how I met her. She left the company and Mark then took me on and has been splendid for some twenty years, I think.

How has Mark Weeks helped you?

In every way through a Ricky area of life about which I know little or nothing.

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?

Needed a reguler income to supplement pensions

How has Mark Weeks helped you?

Investment advice enabling us to comfortably continue our chosen life style

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Na

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

I had two small workplace pensions, an endowment and a number of savings accounts. I needed someone to invest them for best returns.

How has Mark Weeks helped you?

He has explained how and which type of investments would provide for my life after work.

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?

I had several former workplace pensions. I am sceptical of financial organisations. I knew of colleagues who had used the services of Helm Godfrey for 10+ years with success and satisfaction. I was at least 10 years to earliest retirement date. I wanted to amalgamate my pensions for the best outcome.

How has Mark Weeks helped you?

Mark helped me to understand my desired future lifestyle. He organised my finances. He advised me to take cash on 4 pensions and investing them. Taking advantage of ISA allowance each year, Annually reviewing my financial needs. The consequences of any financial decisions made.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing obvious

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

Mark looked after company pensions where I worked and when I had money to invest I contacted him for advice and help

How has Mark Weeks helped you?

He has helped me plan for my retirement and through the years advised me how best to invest and guide me through the best way to access funds when required

Have you seen the outcome you were hoping for?

On the whole yes although financial markets have been testing in recent years

What could they have done better?

I'm not really sure as I have always been satisfied with the service Mark provides