We specialise in creating and overseeing bespoke portfolios for clients who engage with our services. We also spend a great deal of time with our clients to help understand their needs and objectives.
Donna took careful note of what I was looking to achieve then advised on the options that best suited, securing a better annuity for me and finding the right investment portfolio within my level of acceptable risk. The outcome is exactly in line with Donna's proposed solution.
Mark recommended bringing all the pensions under one roof and advising income drawdown instead of buying annuities. My wife and I now have easy access to our pensions and investments with one investment company in a wide range of funds and we feel that our investments are achieving good growth as well as being more secure
My request for advice was relatively straight forward - for a financial expert. If I have any further need to return for more advice or to seek out advice on financial products and services I would not hesitate to approach Mark Jones again and would recommend him to others looking for independent financial advice without hesitation.