Buxton Beresford Financial Planning Ltd
Farnham, Surrey, Surrey
(14)
Farnham, Surrey, Surrey
(14)
During COVID 19:
We are not at our offices and work from home, we are carrying out electronic meetings mainly using Zoom and Teams.
We are a financial planning service, working primarily with clients who are, or who will shortly be retired.
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14 customer reviews
Peter Dalton
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.
Peter
Sue
Mark makes complicated matters seem easy. Very thorough in his pursuit of the right advice. A pleasure to deal with.
Reviewed on TrustPilot
Richard
We would recommend using Buxton Beresford. We have used the Company for many years and have been very satisfied with their services.
Reviewed on TrustPilot
Neville Merritt
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...
Reviewed on TrustPilot
dean
Great service and excellent advice and guidance!
Reviewed on TrustPilot
David Hillman
Mark has always offered sound advice, and I trust him to do the best for me.
Reviewed on TrustPilot
Peterdalton
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...
Reviewed on TrustPilot
Alan Robb
Mark and team have provided very positive guidance for both pension and other investments - certainly making a difference for our long term prosperity.
Reviewed on Google Maps
Paul Cook
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...
Reviewed on Google Maps
Neville Merritt
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.
Reviewed on Google Maps
Michael McGuinness
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...
Reviewed on Google Maps
Janet Malleson
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.
Reviewed on Google Maps
David
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.
Reviewed on Google Maps
Peter Dalton
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...
Reviewed on Google Maps
What do you love most about your job?
I enjoy meeting people, having a long term relationship with them and see them achieve their goals. I have many clients who, because I have advised them for many years, regard me as a friend, but treat their money as a serious part of the relationship.
What inspired you to start your own business?
I lost faith in the corporate world and wanted to provide advice to our clients in our own time, using our own processes and regimes. I also wanted to see the fruits of our work rather than see that going to stakeholders who did not necessarily care about me.
Why should our clients choose you?
I provide good proactive advice that our clients' appreciate, see value in and stay with us for the long term. I also try to keep things as simple and easy to understand as possible.
Can you provide your services online or remotely? If so, please add details.
We subscribe to Zoom and MS Teams and are currently operating all meetings through these systems.
What changes have you made to keep your customers safe from Covid-19?
We have meetings through online services and have subscribed to encrypted email service for the safe transfer of data.
Investment & Savings
Personal Pension
Inheritance Tax planning
Trusts - made simple
Forces pension planning
I am a former Royal Marine.
Wealth Management
