I pride myself on building trusted relationships with my clients by applying the same “down to earth” approach I do in all aspects of life. I believe that being approachable and open helps me to gain an in depth understanding of my clients’ needs which means that I am able to provide the most effective solutions and appropriate advice. See what some of my happy clients say below:
★★★★★
“I have been a client of Mark’s for over 12 years now, and I can confidently say that his financial advice has been invaluable to me. Mark’s expertise and knowledge in the forever changing world of financial advice is truly impressive and he has helped me with sound and and practical advice that has helped me make informed decisions about my finances. What I appreciate most about Mark is his personalised approach to financial planning. He takes the time to understand my financial goals and needs and tailors his advice accordingly. I have recommended Mark to friends and family, who have had similar positive experiences. I am grateful to have Mark as my financial adviser, and I would highly recommend him to anyone looking for reliable and trustworthy financial advice.”
★★★★★
“Mark was recommended to me by one of my friends when I was looking for someone to help me look into Equity Release. From when I contacted him, he was very knowledgeable and patient with all of my questions and concerns. He took the time to explain the Equity Release process thoroughly and made sure I fully understood all of my options. Mark was very understanding of my personal situation and helped me find the best solution for my specific needs. He was always available to answer questions, making the whole process seamless and stress-free. Thanks to Mark, I was able to release the equity I had on my home to help boost my retirement income. I am extremely grateful for his expertise and would highly recommend him for anyone considering Equity Release.”
★★★★★
“I was recommended to Mark by a work colleague to look into consolidating my existing pensions from previous employers. When I contacted Mark, I was met with professionalism and expertise. He was very knowledgeable and helped me consolidate my existing pensions. Not only did he ensure that my pensions were streamlined for maximum efficiency, but he also took the time to explain everything to me in a way that was easy to understand. I am happy to say that my pensions have been performing better than before, and I have Mark to thank for that. I highly recommend Mark’s services to anyone looking for expert advice with their pensions.”
9 Forres Gate, Giffnock, Glasgow G46 6NT
