Mark Manning

What were the circumstances that caused you to initially look for an adviser?

Mark has been my financial advisor for 20 years or more, before he started his own company. Initially concerned with relatively small amounts but providing the same quality of advice whatever the investment amount. When I first used him I wasn't faced with the difficulties of internet scams and false profiles.

How has Mark Manning helped you?

Invested my funds in keeping with my attitude to risk and with the best financial and ethical approach.

Have you seen the outcome you were hoping for?

Always dependent on financial markets which are outside of Marks control but generally I have seen an increase in the value of my investments. Recently I have doubted the value of having fund managers and Mark has rearranged my investments to allow for a more varied investment approach, allowing tracker funds to be included.

What were the circumstances that caused you to initially look for an adviser?

Requirement for pension planning as part of a wider overview of my finances

How has Mark Manning helped you?

He has provided financial guidance on the most appropriate approach.

Have you seen the outcome you were hoping for?

Yes - a pension plan has been set up

What could they have done better?

Nothing - Mark was very helpful

What were the circumstances that caused you to initially look for an adviser?

Planning a pension

How has Mark Manning helped you?

Yes he has been invaluable

Have you seen the outcome you were hoping for?

Mostly, the covid downturn was nt good for pensions

What could they have done better?

Nothing Marks advice is always spot on

What were the circumstances that caused you to initially look for an adviser?

Needing advice on pension planning and amalgamating all of my pensions into one pot for simplicity.

How has Mark Manning helped you?

Transferred pensions to one place, enable draw down from my pension. I was very naive on all of these matters and Mark has given solid impartial advice and made it simple for me to understand.

Have you seen the outcome you were hoping for?

Yes totally.

What could they have done better?

I have no suggestions

What were the circumstances that caused you to initially look for an adviser?

I have had the pleasure of dealing with Mark for over twenty years. Advice was initially sought in respect of investment advice pending retirement from the public service.

How has Mark Manning helped you?

Mark has become invaluable in providing essential and in-depth strategic financial advice and guidance over many years on a wide variety of domestic and investment planning issues.

Have you seen the outcome you were hoping for?

Mark has continually been able to provide sound advice through years of experience which has enabled me to considerably and successfully increase investments and to future proof a number of matters by succession planning.

What could they have done better?

I am more than happy with the high level of service that Mark has consistently provided.