Chartered Financial Planner providing pensions and mortgage advice since 1998.
We previousley provided a specialist mortgage packaging service for other brokers accross the country and use this experience to help our clients seeking a mortgage.
In the last 10 years we have specialised in pension transfers and have an adviser who is a qualified 'pension transfer speiclaist ' able to advise on complex final salary transfers.
Following retirement I had money to invest to ensure a good level of income for the remainder of my life. After a lot of research and discussing options with a variety of financial advisers I went to see Mark Green. He talked in language that my wife and I could understand. Mark has handled our investments for the last seven years. A mix of investments and savings. We can still finance our life style to the same level as we could when I was working thanks to Mark’s advice and expertise. I would recommend him without hesitation. Thanks Mark. More...
I spent 2 hours talking to Mark about my retirement options. He was very honest in his assessment of the options available to me. He carried out a survey of all my different pension schemes and also a questionnaire to assess how risk averse both my wife and I were. At no time did he try and "recommend" schemes or try to push me in any direction. He pointed out that if I needed a written report it would cost a significant amount of money otherwise the session would be free. More...