Mark Reidford

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

Mark looked after my late mother's affairs and is advising me over my inheritance

How has Mark Reidford helped you?

By managing my investments

Have you seen the outcome you were hoping for?

Yes

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

We wanted impartial and expert advice on investments and putting our savings in the best place.

How has Mark Reidford helped you?

He has actively listened to our wishes for our retirement plans and has given us independent financial guidance that meets our needs. We have been with Mark for 10 years and have come to trust in his advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, Mark and his team have always been very professional and friendly. If we have had any unexpected financial issues we have always contacted Mark and he responds very quickly to sort things out with us.

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

To invest savings

How has Mark Reidford helped you?

Good advice on pensions and growth of savings.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Very happy with service.

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

Needed wealth management due to inheritance.

How has Mark Reidford helped you?

Mark has been of invaluable help as he has advised me on many aspects of financial planning, which has provided me with an income from my investments.

Have you seen the outcome you were hoping for?

Yes Mark has helped me by providing an income from my investments.

What could they have done better?

Nothing really as I am very happy with his service.

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

We had savings which we weren’t managing properly and needed advice and guidance.

How has Mark Reidford helped you?

He has given us excellent advice and always explains the reasons for his recommendations. We completely trust his judgement.

Have you seen the outcome you were hoping for?

The outcome has surpassed our expectations.

What could they have done better?

We honestly can’t think of anything he could have done better.

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

planning for retirement and how best to invest company contibutions in pensions

How has Mark Reidford helped you?

Mark has helped us understand the process of planning for our pensions and future financial security. He helped us build to prepare for retirement and then has held our hands in navigating the transition to 'drawdown' and balancing my financial outlook with that of my husband so we can make the best out of our joint financial health

Have you seen the outcome you were hoping for?

Yes, planning for these things is painful and lets face it...boring. Mark has helped us see the long term picture, been a voice of reason in planning financial issues and given us a feeling of confidence and security for the future. It's good to have our financial health-checks and he's always there if we need advice.

What could they have done better?

Cant think of anything

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

I inherited some money and decided to speak to Mark after an accountant reccommended him to me and have been happy with the advice he has given to me.

How has Mark Reidford helped you?

he has guided me through some difficult times and helped me to make decisions

Have you seen the outcome you were hoping for?

yes

What could they have done better?

they have always bee very helpful and i have mo complaints

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

I had sold my business and was in the process of downsizing my home. I needed a financial plan for my long term future.

How has Mark Reidford helped you?

Mark has been able to arrange a series of tax efficient investments for my long term income and has been available at the end of the phone, or via email and also face to face, which I prefer, if I had any questions or needed advice.

Have you seen the outcome you were hoping for?

Yes, the fund has seen more than the expected growth and I feel confident that the current plan in place will achieve the results I am looking for.

What could they have done better?

In a word, Nothing. Mark and his team are easy to deal with and I am very happy with things as they stand.

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

A friend of a friend recommended Mark's services when i was unsure where to place my pesnion funds.

How has Mark Reidford helped you?

A thorough review of my finances once a year as well as facilitating drawdown when i had to raise substantial funds for important operations on my eyes.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing in particular.

Please provide a brief comment about your experience with Mark

A short telephone discussion with an associate of Marks concluded that they have limited scope to offer advice against my current retirement plans. The conversation and feedback took no more than 10mins. To be frank I did expect more interest seeing that my DC Pension pot is worth £335k.

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

To prepare for retirement

How has Mark Reidford helped you?

Helped me to understand my options in terms of investing

Have you seen the outcome you were hoping for?

Yes. I feel more secure moving forward

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

I approached Mark with a view to long term investing and pension planning for the future.

How has Mark Reidford helped you?

Mark has been invaluable in every aspect of both my investments and pension strategy. Mark has asssited me greatly in planning for my long term financial aspirations that allow me to feel secure in the strategy selected. Mark has offered sound advice both generally and financially when considering personal wealth management.

Have you seen the outcome you were hoping for?

The outcomes that I have so far seen have out performed my expectations.

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

I had a complete lack of understanding about pensions, I therefore needed guidance and advise on the best strategy to achieve my long-term goals.

How has Mark Reidford helped you?

Mark initially met with me to discuss and analyse my attitude to risk so that we could decide where my pension should be invested. Since then we have met regularly to review it performance, which has provided me with the reassurance and confidence that my long-term goals will be achieved. Mark has also helped me secure the best rates for my mortgage, and has helped me and my family navigate through the recent period of increasing rates and the cost of living crisis.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am completely satisfied with everything Mark and his team have done for me.

Please provide a brief comment about your experience with Mark

The initial meeting was a good one. Now awaiting feedback and initial feedback from him.

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

I wanted advice on planning for the future and my financial security.

How has Mark Reidford helped you?

Mark has guided me through making pension and investment decisions over the past ten years, always communicating clearly and timely.

Have you seen the outcome you were hoping for?

I’m happy with the progress made towards my long term goals.

What could they have done better?

I have nothing to suggest.

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

My previous advisor had not performed well and the value of my investments had fallen quite dramatically

How has Mark Reidford helped you?

Mark was very thorough in his assessment of my situation and quickly turned around a negative situation. More recently as I enter retirement, his advice has been invaluable in helping me to plan my future, with an appropriate strategy.

Have you seen the outcome you were hoping for?

Yes, I am pleased with the plan that we have put in place

What could they have done better?

Nothing

Please provide a brief comment about your experience with Mark

Mark contacted me promptly and we agreed an appointment but I have no record of having received the promised email confirming details and telling me what to bring and the address. I am unsure whether to attend on Monday.

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

I originally contacted Mark for advise on the right investments to ensure we were in a position to repay our mortgage at the end of the 25 year term or before.

How has Mark Reidford helped you?

with Mark's help we have savings and investments that position us well to both repay our mortgage, do home improvements and also support our children through university. in more recent years Mark's advice on pensions has been needed to adapt our planning for the future.

Have you seen the outcome you were hoping for?

despite market turbulence we have seen the outcome we were hoping for. the "time in the markets" approach advocated by Mark has to date worked well.

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

I was looking to start a pension over 20 years ago and found Mark I’ve recommended him to several other people who have benefited from his advice

How has Mark Reidford helped you?

Long term investment strategy for myself and my wife

Have you seen the outcome you were hoping for?

That’s a weighted question! Mark has returned better than market average results

What could they have done better?

I’m happy with the service I’ve received

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

Money Management

How has Mark Reidford helped you?

All aspects of Money Management

Have you seen the outcome you were hoping for?

Still on the journey

What could they have done better?

Not sure

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

We were looking for a financial advisor to satisfy our investment needs. Mark consolidated our pensions and investments and has consistently achieved great results for us

How has Mark Reidford helped you?

He has managed our investments and pensions, our income protection policies and given us mortgage advice

Have you seen the outcome you were hoping for?

We are on course to achieve our goal

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

We needed professional advice as a business and I needed support with my personal financial decisions.

How has Mark Reidford helped you?

Mark has helped with a range of advice over the years, guiding me through help and support for pensions, investments, insurance and general sound financial advice.

Have you seen the outcome you were hoping for?

Yes, I am more than satisfied.

What could they have done better?

Happy with overall service.

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

When Mark started acting for me over 20 years ago it was to help us plan ahead as a young family.

How has Mark Reidford helped you?

Mark has acted for me for over 20 years during which time he has guided me through the life's changes and is largely responsible in helping me shape the financial plans for my and my family's future.

Have you seen the outcome you were hoping for?

Mark has exceeded any outcomes I could have wished for and has been incredibly supportive to my parents over recent years.

What could they have done better?

Nothing.

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

I needed both personal and professional advice. Within my business I needed to set up a company wide pension scheme. I then needed personal advice to set up pensions and savings

How has Mark Reidford helped you?

Mark and his team set up what was needed in my business, and my initial pension and ISAs with ongoing support.

Have you seen the outcome you were hoping for?

Yes

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

God suggested I change my financial adviser

How has Mark Reidford helped you?

He has help me to invest my money prudently.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot suggested improvements.

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

Mortgage & Pensions

How has Mark Reidford helped you?

Mark Reidford helped us with Pensions and Mortgages

Have you seen the outcome you were hoping for?

Yes very happy with the result

What could they have done better?

They currently meet our expectations

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

I wanted to put my pensions into one pot and seek other professional advice.

How has Mark Reidford helped you?

I have dealt with Mark for a number of years now, I have always found him responsive, very helpful with sound advise, backed with a deep knowledge of his profession.

Have you seen the outcome you were hoping for?

So far, yes we have.

What could they have done better?

Not applicable

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

I wanted a more flexible retirement plan which allowed me to draw down my pension when it suited me and allowed me to continue to work when it suited my situation.

How has Mark Reidford helped you?

Absolutely. He is responsive, structured and provides excellent options. He also carefully explains the longer term consequences or benefits of any decisions I considering.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not that I am aware of. His investments have exceeded my expectations despite COVID.

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

Needed to set up a private pension

How has Mark Reidford helped you?

He has been a great support and has always provided me with sound impartial financial advice which is always sensible and clearly explained

Have you seen the outcome you were hoping for?

Yes - the investments which Mark has recommended and managed for me have proved to be excellent choices.

What could they have done better?

Nothing. They are the best financial advisers in Chester and the surrounding area.

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

Divorce settlement

How has Mark Reidford helped you?

Explained & assessed how to evaluate risk & investments. Advised to invest in a diverse portfolio. Advised where to invest pension share.

Have you seen the outcome you were hoping for?

Investments have just been made.

What could they have done better?

I have been impressed with each step of the process & the service provided.

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

Pension transfer

How has Mark Reidford helped you?

Explained in detail all the potential advantages and disadvantages of transferring my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing could have been done any better

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

Need for structured advice, especially around retirement planning

How has Mark Reidford helped you?

Genuinely holistic advice provided to me and my wife taking into account our entire family/financial circumstances. Interested in what we wanted to achieve and very proactive.

Have you seen the outcome you were hoping for?

I'll let you know in 15 years time!

What could they have done better?

Nothing - really pleased with service levels and quality of investment advice.

Please provide a brief comment about your experience with Mark

I didn’t get to speak to Mark at all. I was promptly telephoned by “Andy” who had a polite but inconclusive chat and told me that Darren would be in touch. A few days later Darren rang but I had already decided not to use this firm by then.

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

I was looking for financial adviser to invest my savings

How has Mark Reidford helped you?

He put me on to Standard Life for my investment and advised me to go to someone as an executor for my will

Have you seen the outcome you were hoping for?

yes

Please provide a brief comment about your experience with Mark

I met with Andrew, one of Mark's Advisors. He immediately put me at ease, and explained things in a simple manner, without using lots of jargon. He was also able to advise on a pension I hold, giving me advice about the conditions related to this.

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

Retirement.

How has Mark Reidford helped you?

Expert advice on my options regarding commuting lump sum and pension payment

Have you seen the outcome you were hoping for?

Absolutely. Having valued and benefitted from Mark's expertise and advice for over a quarter of a century now I trust his expertise implicitly.

What could they have done better?

Nothing

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

A house move and opportunity to review pension& tidy up finances.

How has Mark Reidford helped you?

House move mortgages, pension review.

Have you seen the outcome you were hoping for?

Yes, help was ideal.

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

Anxiety about an insufficient pension and an inability to understand financial language and processes.

How has Mark Reidford helped you?

Mark was immediately impressive with his knowledge and enthusiasm and his patience with me. He explained various possibilities and outlined the benefits of each. He followed the verbal advice from the first meeting - and all subsequent meetings - with a really helpful written record.

Have you seen the outcome you were hoping for?

Yes. Better really. Mark invested my money well while I was earning and continues to run my funds successfully now I am retired. He always responds swiftly to any requests or queries. The annual meeting is always useful and helps me keep abreast of how the funds are performing. Mark has been my very effective and helpful IFA for at least 10 years.

What could they have done better?

Nothing. I really have no financial ability at all and do not understand the market. I have complete confidence in Mark, based on over 10 years of working with him as my IFA.

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

To improve my Pension provision

How has Mark Reidford helped you?

Mark has done an excellent job helping me focus on making long term investment decisions in relation to my pension

Have you seen the outcome you were hoping for?

The results I have seen in my pension portfolio have been consistently impressive

What could they have done better?

Nothing

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

We needed to be able to concentrate on what we did best and ask an expert in their field to look after our financial affairs for us.

How has Mark Reidford helped you?

By asking the right questions and giving us answers when we needed them.

Have you seen the outcome you were hoping for?

Yes, in spite of ups and downs in the world markets, our investments have shown good growth over the long term.

What could they have done better?

Sometimes, as a result of receiving review papers, we have noticed a downturn in value for a particular investment and have commented on it. Then a change has been proposed. We'd hoped it would have been suggested before we noticed it.

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

Mark has acted as our company IFA since 2006 setting up all insurance and pension products for the business and staff

How has Mark Reidford helped you?

As above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Mark has always gone above and beyond when providing service to us.

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

I am now of pensionable age and needed some professional advice.

How has Mark Reidford helped you?

Mark listened to everything I had to say regarding my finances and I felt I was in a very safe pair of hands.

Have you seen the outcome you were hoping for?

Most definitely. With the guidance Mark has given me I am now drawing down on my pensions, investments have been made and I feel I have been given the best advice ever.

What could they have done better?

I cannot fault Mark at all as he is the most professional and personable individual. Investments, pensions etc can be so complicated but Mark explained everything to me in layman’s terms hence I was 100% confident with the advice I was given.

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

Being a beneficiary through inheritance and needing investment advice

How has Mark Reidford helped you?

We discussed my present circumstances and future plans so he was able to assess potential investment opportunities and advise me accordingly in terms that I was able to understand.

Have you seen the outcome you were hoping for?

Yes thank you

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

As I am a business owner and a divorced mother, I began to look for a reputable local financial adviser to understand my discuss my options for short term saving and pension planning for the future.

How has Mark Reidford helped you?

We created a timeline of future events which formed the basis of my financial plan. We reviewed my existing pensions performance and how things could be improved by consolidating and/or transferring them. We discussed options through my business and tax planning. We discussed my attitude to risk and a variety of strategies and potential outcomes.

Have you seen the outcome you were hoping for?

Yes, I feel more relaxed knowing that I have a financial plan and access to speak to an Adviser about changes in my life. I know my investments are being managed with my aims in mind.

What could they have done better?

Very happy with the service provided.

Please provide a brief comment about your experience with Mark

We just exchanged brief details for a future chat,

Please provide a brief comment about your experience with Mark

Friendly and clear explanation of services provided

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

Mark has been my father’s financial advisor for many years. My Dad trusted Mark implicitly and placed great value on Mark’s advice and recommendations. Following the death of my father, I felt very happy and comfortable to seek guidance and advice from Mark. He is professional and I have found his approach and advice well informed and thorough.

How has Mark Reidford helped you?

portfolio management and advice Assistance with financials for probate application Advice on future financial planning, including pension and investment recommendations

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I do not believe that there is anything that could have been done better.

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

We wanted to ensure our financial plans were fit for purpose.

How has Mark Reidford helped you?

Mark has provided clear, accurate advice throughout our relationship. We has ensured that our portfolio matches our requirements at every stage. Pensions, savings and investments have been consolidated wherever possible to provide a single, informative view of our portfolio.

Have you seen the outcome you were hoping for?

We feel that we have a clear understanding of our portfolio and how it matches our long-term requirements and hence feel in control of our finances.

What could they have done better?

The forthcoming on-line portal will be a useful addition to Innes Reid' services.

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

I was planning for my future over 15 years ago and looked for a strong advisory who would help me long term

How has Mark Reidford helped you?

Mark has helped me through the last 15 years and has helped me plan for my future and helped me devise a plan based on my retirement criteria. A very balanced approval and guidance is given and its about helping me for the long term rather than singular financial advice.

Have you seen the outcome you were hoping for?

Most certainly. The returns have been beneficial but more importantly the advice and guidance is open and honest. In a age when vast fluctuations are becoming the norm you need grounded advice.

What could they have done better?

There isn't much they could improve as we have discussed areas I expect to see and changes as we have grown the relationship.

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

I was looking for a professional adviser to give impartial financial and investment advice

How has Mark Reidford helped you?

Mark Reidford is very patient, asked pertinent questions about my back ground and needs, and importantly to my attitude to risk. He is very passionate about his work and knowledgeable in this profession.

Have you seen the outcome you were hoping for?

yes most certainly

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

I needed advice for my daughter's investments/savings

How has Mark Reidford helped you?

Mark advised me on the options and chose the best savings vehicle

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Founded a business

How has Mark Reidford helped you?

Personal pension. Staff pension schemes. Investments and Insurance advice.

Have you seen the outcome you were hoping for?

YEs

What could they have done better?

Perhaps a more in depth conversation about investment choices, fund fees etc.

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

I had received an inheritance from my mother.

How has Mark Reidford helped you?

Mark provided a professional advice in relation to my options that was delivered clearly and in a manner that was easy to understand.

Have you seen the outcome you were hoping for?

I am very pleased with Mark's recommendations.

What could they have done better?

I cannot think of anything Innes Reid could have done better. I wish I had found Innes Reid sooner!

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

Concerns over potential Inheritance Tax liability

How has Mark Reidford helped you?

Explained available options

Have you seen the outcome you were hoping for?

No, but through no fault of Mark Reidford

What could they have done better?

Nothing

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

Mortgage advice, investment advice and retirement advice

How has Mark Reidford helped you?

I have used Mark Reidford of Innes Reid for 20 years both professionally and Personally. He has assisted me with Mortgage advice, family Investment planning, Pension advice and general financial advice. He has looked after my interests very diligently and professionally.

Have you seen the outcome you were hoping for?

Yes, with everything I have requested over the years, the outcome has always been excellent.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Mark

Mr Reidford, knew what he was talking about, and advised what to do in the future. Very proffessional.

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

The search was instigated by buying my first house.

How has Mark Reidford helped you?

Mark was extremely thorough, reliable and professional, taking into account my entire financial situation.

Have you seen the outcome you were hoping for?

Absolutely yes!

What could they have done better?

Nothing - having seen several financial advisers previously, all of whom fitted the usual negative stereotype, I would have no hesitation in recommending Mark and his staff to anyone.

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

The recommendations which I had received from more than one colleague lead me to contact mark Reidford. His team have been knowledgable and helpful in finding the right advice and actions that suit my needs.

How has Mark Reidford helped you?

Mark Reidford is an extremely helpful and knowledgeable adviser. He is always available to answer my questions and fully explains the impact that any decisions would have on my current and future situation. I would not hesitate to recommend him or the team at Innes Reid Investments.

Have you seen the outcome you were hoping for?

Absolutely. I am delighted that I opted to go with Innes Reid. I haven’t looked back since.

What could they have done better?

Treat me to an all expenses paid evening out. Beer on tap.

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

Needing an investment vehicle for rental income

How has Mark Reidford helped you?

Mark and his colleague Gareth advised on the most appropriate investment platform and set it up with a minimum of fuss

Have you seen the outcome you were hoping for?

Yes, in that I have a home for the rental income but too soon to say how the investment will perform

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

Change in jobs and personal life

How has Mark Reidford helped you?

Mark was very easy to talk to and he guided me through the relevant information in a basic and 'easy to understand' way. I had confidence in him and his team from the beginning.

Have you seen the outcome you were hoping for?

Yes and I feel confident that my future financial needs are being met.

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

Many years ago, my late husband needed to sort out his income, pension etc., and Mark Reidford came to visit us and arranged everything to Brian's satisfaction, and six years since he passed away, I feel safe with Mark Reidford's control of our investments.

How has Mark Reidford helped you?

Mr Reidford spent time with me recently, going through all my various commitments and he was most helpful , offering good advice, and even sorting out my bleeping fire alarm.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There is no way that I could deal with my investments on my own.

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

Dual retirement and son and daughter requiring assistance

How has Mark Reidford helped you?

By taking all of our circumstances and requirements into account. Then presenting us with a workable project

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

He was always advising us not to take high risks but spread things according to the market. The markets have never made us panic

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

I stated my own business 16 years ago, and needed pension and income protection advice.

How has Mark Reidford helped you?

Mark, has took care of my SIPP, my morgages and my income protection matters.

Have you seen the outcome you were hoping for?

Yes, my wife and I have a reasonably good pension pot right now. We should be able to enjoy a comfortable retirement.

What could they have done better?

I can't think of anything they could of done different that would have made the process better.

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

Looking towards Retirement

How has Mark Reidford helped you?

Excellent Financial advice and friendly knowledgeable service. I would recommend without hesitation. They have set up a financially secure retirement for our future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Excellent service provided and no complaints

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

general investment planning and capital raising

How has Mark Reidford helped you?

Mark has always provided expert and concise advice extremely promptly.

Have you seen the outcome you were hoping for?

yes

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

The mortgage application process is daunting, so I wanted professional advice and guidance.

How has Mark Reidford helped you?

He searched the whole market and guided me through the process.

Have you seen the outcome you were hoping for?

Yes.

Please provide a brief comment about your experience with Mark

Most helpful

Please provide a brief comment about your experience with Mark

Meeting could not take place no email to advise where meeting would take place. W T Richsrdson

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

My parents were looking for investment advice to add retirement income to their pensions. I sought Mark's advice as executor of their wills.

How has Mark Reidford helped you?

Mark provided a balanced ISA Wrap portfolio. My parents were happy with the scale of income and the capital growth. I was happy with the advice over what to do when they died.

Have you seen the outcome you were hoping for?

My parents had regular income and capital growth. I had the help I needed to liquidate the funds for distribution to the beneficiaries, with appropriate advice about deciding when to sell.

What could they have done better?

My father was always happy with the information provided. Mark explained things well to my mother when he died. My sister and I appreciated the sensitive and helpful way Mark dealt with us during Mum's illness and after her death.

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

We required a mortgage to purchase a second property, and advise on existing pension plans.

How has Mark Reidford helped you?

We shared our circumstances and requirements. We were listened to carefully and we were given advice and suggestions in a very transparent manner.

Have you seen the outcome you were hoping for?

We secured a mortgage package that suited our needs exactly. Pension funds were explained on how to work better for us in the long term.

What could they have done better?

We were completely satisfied with the service we received.

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

Job progresssion and financial planning requirements.

How has Mark Reidford helped you?

Mark transferred an old company pension to a personal pension and set up an isa initially. Since then mark has been fundamental in providing pension advice while various regulations have changed.

Have you seen the outcome you were hoping for?

Yes I did. The service excelled my expectations.

What could they have done better?

Very little.

Please provide a brief comment about your experience with Mark

Professional and knowledgeable

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

We sold off some land and needed advice as to how to make the most of the capital it generated.

How has Mark Reidford helped you?

He came to visit us personally and advised us where to invest.

Have you seen the outcome you were hoping for?

Our investments have, if anything, exceeded our expectations. On at least two occasions we have needed to take out funds for building projects, and the amount of our total investment is still very healthy.

What could they have done better?

We are not experts in this field and are very satisfied with the service that has been provided so far.

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

I was retired and need advice on pensions.

How has Mark Reidford helped you?

Helped me access my pensions most efficient way.

Have you seen the outcome you were hoping for?

Yes the outcome was what I wanted and I am comfortable in my retirement.

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

Previous advisor ceasing to operate.

How has Mark Reidford helped you?

Restructured portfolio to maximise overall returns.

Have you seen the outcome you were hoping for?

The outcomes have been in line with promised returns.

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

My parents died and I needed someone to help me look after the estate. Mark had looked after mum and dads savings and investments previously ,and was a trusted and respected advisor ,he was the natural choice for me to use.

How has Mark Reidford helped you?

Mark invested the money I inherited and explained things to me in a detailed and clear way. He is always on hand to answer any questions and responds promptly to emails.He keeps me up to date with my investments and has continued to offer the same professional service he gave to my parents.

Have you seen the outcome you were hoping for?

Mark is taking excellent care of my investments and I am very satisfied with the outcomes.

Please provide a brief comment about your experience with Mark

After my initial phone call I felt Mark was more interested in his needs than mine, so I cancelled our proposed meeting.

Please provide a brief comment about your experience with Mark

Good informative meeting .Basic charges are clear but appear to be dependant on investment plan.

How has Mark Reidford helped you?

Mark has a broad base of expertise. During the 20 years he has been my financial adviser I have never known him not to provide a solution - the best there is for me and my needs. He is diligent, considerate but will, when required, challenge robustly using evidence to support his assertions. He is continually abreast f ever changing circumstances and market conditions - on one occasion demanding I withdraw an investment - much against my wishes - to mitigate a risk. Needless to say t was the correct decision in hindsight.

What could they have done better?

Nothing

How has Mark Reidford helped you?

Mark always explains everything really clearly and gives good constructive advice

How has Mark Reidford helped you?

Advice in relation to amalgamating my various Personal Pension Plans and former employer's scheme on my becoming self-employed, and investing the funds in more beneficial schemes where appropriate.

What could they have done better?

Can't think of anything.