Mark Lambert

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

I retired and received a lump sum as part of my pension, I went to the company where Mark was working on personal recommendation

How has Mark Lambert helped you?

Has given me full advise regarding my investments and also when i needed to withdraw money

Have you seen the outcome you were hoping for?

YES, my investments have done better than i could have obtained elsewhere

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

Disinterest with finance. I wanted an expert to help

How has Mark Lambert helped you?

By explaining clearly and professionally the way forward

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?

Although fortunate to have savings I am not financially motivated so looked for an adviser to manage my funds.

How has Mark Lambert helped you?

A lot, as he has listened, explained and reconsidered his advice.

Have you seen the outcome you were hoping for?

I am not particularly looking for an outcome .

What could they have done better?

to my knowledge, nothing as Mark lambert has my best interests uppermost

Please provide a brief comment about your experience with Mark

Mark gave us his time with no pressure and excellent advice

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

Redundancy

How has Mark Lambert helped you?

Mark is incredibly knowledgeable and knows how to explain complex topics in simple terms. He is approachable, very responsive and always has his clients best interests at heart.

Have you seen the outcome you were hoping for?

Meeting expectations

What could they have done better?

Nothing