Testimonials - Chartered Independent Wealth Management

Being within a couple of years from retirement I was keen to consolidate the pensions I had into a single provider. The help and guidance I received from Mark was exceptional. He achieved what was needed and provided regular communication with me throughout the process and does so to this day. I would have no hesitation in recommending Mark to anybody requiring pension advice as they would be in the hands of a highly professional and capable individual.

Steve

Initially I felt quite intimidated by the complexity of the world of pensions and financial planning. What I have appreciated most about Mark is the way he explains sometimes complex issues, in a clear and unpatronising way. He is always willing to listen and answer questions, which in turn has increased my understanding and confidence to manage my retirement income. Mark always acts with the utmost integrity and professionalism, I wouldn’t hesitate to recommend him and Chartered Independent Ltd.

Helen

Mark is a very approachable and knowledgeable financial advisor. He researched and created an investment strategy based upon my ethical concerns, including sustainability which I really appreciated (which thankfully performed well). Mark has also helped me manage my pension and explained my retirement options as I reach retirement age. I would definitely recommend Mark as a financial advisor, even for people with little understanding of financial matters.

Adrienne

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For a free, independent and no-obligation conversation regarding your current financial status and future aims, please contact us today. To find out more about how we can help you, please contact 01952 250024 or email admin@ciwealth.co.uk

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Client Testimonials

What our clients have to say about Chartered Independent

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