"I have worked with Mark on some important insurance aspects for my business. He is very professional and tailors good financial advice to suit the needs of his clients well. He has a positive style that engages, supports and puts his clients at ease. "
Caroline Knight, London, October 2023
"Mark has played an integral role in building my financial well-being ensuring that my family and I are protected. He’s always been available to answer questions and do the legwork and research to make sure that my life insurance and income protection are appropriate to my needs and also good value for money. Mark is a really easy person to get on with and I would have no hesitation recommending him."
Dave Iles, Mathon, October 2023
"Whenever people mention financial consultants per se I tend to inwardly shiver and want start talking about something else. Thus it was so refreshing to be told about Mark by a trusted colleague and then get to check him out with my husband to see if he could really help us.
We were both very impressed, the thorough process that we were guided through by Mark enabled us to clearly see what our financial position was and where we needed to be. We were able to make informed decisions about how to plan for our financial future. Mark showed us the pros and cons of various approaches and left us to make the final decision."
Lesley Davies, London, October 2023
"Mark is my trusted financial adviser and it's been a pleasure so far. He is always available, his communication skills are excellent, he strives to bring innovative ideas and he is always fully aware of the market dynamics. If you are looking for a senior professional able to drive your choices and provide financial security, stability or growth, Mark is the right person to call."
Paolo Gagliardi, Italy, October 2023
"Mark maintains regular contact with his clients and always responds to any queries very quickly. Basically he does what he says he’s going to do in the timeframe he says he’s going to it by."
Mario Ricciardi, Douglas, October 2023
"A hard working professional, always putting the needs of those before his own - a pleasure to not only work with but also learn from."
Shane Byrne, London, October 2023
"I have known Mark for many years. His technical knowledge is second to none with many years of client facing experience. He has a 'can do' attitude and is a very creative thinker in finding solutions to clients problems. Honest, approachable and really knows what he is talking about. You will be in a safe pair of hands."
Mike LeGassick, Ivybridge, October 2023
"I can recommend Mark very highly. In my time working with him he demonstrated that he was the best broker by a long way."
Graham Evans, Salisbury, October 2023
"I have worked with Mark for over 5yrs and have always found him to be honest and totally reliable. He has always conducted himself with the upmost professionalism and i would not hesitate to recommend him."
Kevin Barton, Dudley, October 2023
"Mark is a truly great guy. Highly skilled, highly professional and with excellent business acumen he is someone that can be relied upon to offer a first class service to his clients and with everyone he networks with.
Allied to a friendly, outgoing personality makes for a potent combination and Mark will succeed wherever he goes. Having previously worked alongside Mark for some 6 years I have seen at close quarters how effective he can be and would have no hesitation in recommending him to anyone."
Mark Watkins, Swansea, October 2023
"I have had the privilege of knowing and working with Mark personally and professionally for over ten years. I know what a hardworking and capable individual he is, but more over he is a decent human being and I am glad to have him as a friend."
Duncan Reeves, Chippenham, October 2023
"I have worked with Mark over the past ten years and he has always been thoroughly efficient, knowledgeable and helpful in advising on investments, taxation and Trust work."
Simon Aston, Abergavenny, October 2023
"Mark is an extremely knowledgeable and dedicated financial services practitioner. His experience in wealth management, looking at funds, returns and appropriate vehicles to maximise the value for his clients is significant and he has a proven record in helping advisers deliver valuable outcomes to their clients.
Deciding to deliver this experience directly to his own clients is a sensible move for Mark and a beneficial move for his clients."
Dave Greenall, Hoddesdon, October 2023
"Working with Mark is great - he has plenty of good ideas, and he works hard on how best to get these across in a way that is simple to understand. He has a fantastic work ethic, and always strives to do his best. He is hard-working, reliable, and does what he says he will do. I would have no hesitation in recommending Mark for his services."
Ash Kapasi, London, October 2023