"Whilst we had always contributed to reasonable pension schemes, we never had what could be called good consistent financial planning advice. Career progression and subsequent business ownership required a much more coherent approach. So, it was with relief that in 2010, a colleague suggested that we talk to Mark.

This has been very much a partnership with Mark and one in which our whole situation including goals, such as retirement and family needs, have been discussed and built into our plans.

We very much liked Mark's straightforward approach to investment and how this could be used to support us, so it was not difficult to make what has turned out to be one of our best decisions - for Mark to manage all our financial planning requirements.

Mark has since used his considerable knowledge and experience to ensure that as our wealth has grown, it has been properly managed. We have worked with Mark using a range of traditional and innovative investment ideas, which have provided excellent fund growth within the framework of agreed risk strategies. This process has benefited considerably from Mark's focus on our goals, currency of knowledge and cohesive investment approach.

Mark is a trusted advisor and friend to us as a family and his advice and guidance has been focal to the achievement of our financial security."

Mr & Mrs Cl, Berkshire (February 2018)

"Mark was recommended to me, to assist in organising my finances following the untimely death of my husband in 2008. I was working full time, and had a heavy financial commitment to our small private nature reserve, to which I wanted to devote more of my own time.

Within nine months Mark had turned my finances around, and by the following year, thanks to his sound management, I was able to contemplate retiring three years earlier than had been predicted. Since then Mark has looked after my portfolio, growing it with unerring good sense, giving me the stability and confidence required to branch into new ventures.

He is always available at the end of the phone to answers questions, and our six-monthly meetings are invaluable in helping me to maintain an understanding of my financial position now and in the future. I would be lost without him."

Mrs A L, Northamptonshire (December 2017)

 "It is now approaching twenty five years (in 2023) since we started receiving advice from Mark. We feel fortunate that we were introduced to him all those years ago, and that he has continued to provide us with, what we regard, as sound and non-sales orientated financial advice and planning.  

We appreciate the fact that he is readily available on the phone and we actually look forward to our review meetings!

We have and will continue to have, absolutely no hesitation in recommending his excellent services."

Mr & Mrs R, Birmingham (December 2023)

 "Mark has been a trusted and valued financial planner for many years.  I particularly like that he knows me well, and tailors the service and advice around who I am and what my goals and interests are. 

It's about my life, and arranging the finances to help me live it the way I would like.  He's supported me through various financial transitions, whether arising gradually and planned, or unexpectedly. 

The annual review meeting is valuable; so too is the ability to pick up the phone or email and arrange for advice whenever needed, in person, on a video call or by email. 

I whole-heartedly recommend Mark to others."

Dr N A, Surrey (February 2024)

We retired over 12 years ago after 20 years of running a busy consultancy the profits of which were steadily and successfully invested through Mark and his father before him.

Around the time of our retirement, Mark’s advice enabled us to consolidate and refine the portfolio by using Transact and Dimensional. We have been delighted with the results of that strategic move.

Our annual reviews with Mark enable us to express our plans and ambitions for the future knowing he will make whatever adjustments are necessary to our portfolio in the most financially cost-efficient way.

We’re in our seventies now and look forward to Mark continuing to be not only a source of superb financial expertise but also our trusted counsellor for many more years to come.

Mr & Mrs Ch, Berkshire (February 2024)