During COVID 19:
We are not at our offices and work from home, we are carrying out electronic meetings mainly using Zoom and Skype.
We are a financial planning service, working primarily with clients who are, or who will shortly be retired. We have more than 50 years experience advising clients how to invest effectively, how to use their pensions, how to save tax and pass on more of their wealth to their family.
We are able to provide advice on investment portfolios, including ISA's, open ended investments, investment bonds and tax incentivised investments. We also provide advice on pension planning, including annuities and drawdown. Tax planning is always part of our planning process and we regularly arrange trusts for clients to mitigate for inheritance tax, or use other tax efficient investments, such as Enterprise Investment Schemes or Business Property Relief Schemes.
We do not advise on some areas, for example company final salary pension transfers, sometimes known as defined benefit Pensions.
We also have strategic partnerships with other professionals, such as solicitors and accountants, if that advice is required.
Mark has been my Financial Advisor now for almost 2 years and has been very proactive regarding my pension needs.
he has a sound knowledge and clearly keeps himself incredibly well informed and is a pleasure to work with.
Mark makes complicated matters seem easy. Very thorough in his pursuit of the right advice. A pleasure to deal with.
We would recommend using Buxton Beresford. We have used the Company for many years and have been very satisfied with their services.
The most important part of the service is the outcome. We have had excellent growth of our pensions and savings with their help. In addition, the service is always professional, courteous and completely reliable. A pleasure to do business with. More...
Great service and excellent advice and guidance!
Mark has always offered sound advice, and I trust him to do the best for me.
I needed to look at my pensions which hadn’t been performing as well as I’d hoped and Mark carried out a very thorough risk assessment which In turn resulted in his recommendation to move funds. We did this and my pension has increased despite the current political climate ! We also looked at other matters and I have to say it was all explained simply and without the use of too much IFA jargon which suited me ! Lovely Bloke and I’d recommend him to anyone. Whatever your circumstances More...
Mark and team have provided very positive guidance for both pension and other investments - certainly making a difference for our long term prosperity.
Having initially followed Mark on Linkedin, we subsequently met at a Chamber of Commerce function, which was the most productive element of the evening. Having recently left the forces and embarking on an employment path in the civilian market with all its subsequent pitfalls, Mark, proffered salutatory and relevant financial advice in a language that was easily comprehensible to someone who had little or no knowledge of how best to financially invest in the future. In the 4 years Mark has acted as my financial advisor, he continues to offer timely and pertinent advice with regular annual meetings to best assess how best to maximise my investments. Would not hesitate and in fact have to recommend him to both college's and friends. More...
Great advice and excellent service. Not the cheapest but the service paid for itself many times over because their investment and pensions management gave far better returns than I was expecting. Highly recommended.
Mark Beresford was an inspirational help with our complex family financial affairs.Ranging from resolving long term pension issues to dealing with investment bond advice and realisation. In addition was instrumental in steering us in the best direction with existing Trust and inheritance complications.I have no hesitation in recommending him as highly as possible. More...
Mark has been my FA for 15 years and I've stayed with him because he understands how it all works, gives realistic advice and is thoroughly trustworthy.
Mark has not only given me sound advice over many years but is also one of the most trustworthy people I know, so important for an IFA.
I found Mark explained financial matters in a clear way without using too much jargon that this world seems to use. Transparency was paramount to him and I felt an immediate respect for his professionalism. We reviewed my pensions and other matters and his advice was invaluable. I’d recommend him to anyone. More...