Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 3 )
Pensions ( 25 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 13 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Repeat review
by a verified client in Surrey
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Beresford helped you since your last review?
The annual review of our investments to see where we stand.
Repeat review
by a verified client in Surrey
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Beresford helped you since your last review?
Discussed and reviewed our attitude to risk and made suitable alternative arrangements for us.
Repeat review
by a verified client in Hampshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Mark Beresford helped you since your last review?
Hopefully kept my investments under close review.
Review
by a verified client in Surrey
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I was approaching retirement I needed a financial adviser to review my various pension funds.
How has Mark Beresford helped you?
By advising on and setting up a number of annuities and arranging the investment of, and drawdown from, a fund formed from a scattering of other funds.
Have you seen the outcome you were hoping for?
Yes. From a confusing assortment of funds I now feel that my financial affairs are well organlsed and efficiently managed
What could they have done better?
Nothing
Mark:
Thankyou Jenny. Much appreciated.Review
by a verified client in Lancashire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unsure about the advice i had previously received
How has Mark Beresford helped you?
Made clear and concise guidance going forwards enabling me to plan for the future more confidently
Have you seen the outcome you were hoping for?
yes most definitely, and faster than i had anticipated
What could they have done better?
nothing
Mark:
Our pleasure Alan ! Thank you.