Mark Williamson

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Mark was very helpful and seemed motivated to do the right thing for his clients.

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Mark called, was polite, very knowledgeable, steered me in the right direction even though he couldn’t help me with my particular circumstance.

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Knowledgeable and well informed, explained things well and was ver courteous.

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My particular set of circumstances prevented Mark for giving me the advice I thought I was looking for, but what we did discuss, I found him very informative.

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Mark was very polite and helpful giving me some sound advice on my recent retirement pension and other related matters. As I had already invested my money wisely there was nothing further Mark could help me with. It was a pleasure to talk with him.

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It his fault but unable to find an answer to my query. He may be writing a letter …

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Mark contacted me promptly and we had a chat which resulted in a planned Zoom meeting next Monday.

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Although unable to help directly gave advice of what I could do as an alternative

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Helpful honest advice, personable and knowledgeable.

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Zoom call arranged for 12/4/33

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Very friendly and not pushy at all

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My intial contact with Mark was posative.We discussed my aims & hopes.This is ongoing as Mark is reviewing my pensions atm

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

Retirement

How has Mark Williamson helped you?

Mark has provided me with all the options available regarding investing my pension/annuities. He has done this in laymens terms which has made making a decision much easier.

Have you seen the outcome you were hoping for?

Too early to tell

What could they have done better?

Nothing

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

Mark became my financial advisor when my father passed away and I was looking for options with my inheritance.

How has Mark Williamson helped you?

At the age of 24, I was unsure what to do with my fathers inheritance. Mark gave me the advice I needed to make the right decisions to invest for my future.

Have you seen the outcome you were hoping for?

Yes, I’m happy with my investment and the service Mark provides. I needed access to some of the money to pay for my wedding and Mark did everything and I had it within days, thank you Mark!

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Mark was on time,very helpful & gave good advise on my pension.all in all a very positive experience,highly recommended.

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

Multiple pensions with different providers. Wanted to consolidate and explore finances for retirement

How has Mark Williamson helped you?

Mark gave us honest advice and understood exactly what we needed. He explained everything in layman’s terms and was able to come to our home outside of our working hours which was hugely beneficial

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. We have the outcome we were hoping for and a much better plan for the future

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Easy going and very helpful advice

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

Financial planning

How has Mark Williamson helped you?

Mark is always available and has facilitated pension consultations with a well respected provider.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I’m not sure there is anything more that could have been arranged or done better.

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Mark was recommended to me by a friend who spoke very highly of him and his help. Mark was very helpful and patient when explaining about my pension. I did feel more confident after the visit i feel i now have a plan of action.

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

We needed IHT planning advice in respect of my mother's estate, and I did not feel I had sufficient expertise in this area to propose a solution

How has Mark Williamson helped you?

Mark proposed and agreed a plan aimed at mitigating the potential IHT exposure in respect of my mother's estate

Have you seen the outcome you were hoping for?

In terms of the plan, the outcome is as expected, although clearly the ultimate outcome cannot yet be assessed

What could they have done better?

I can't think of anything

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Fantastic meeting with Mark today who was very helpful in advising me regarding my pension plans. Mark was friendly, open and honest with his recommendations and I will certainly be looking to use Mark’s services in future.

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

We needed some pension advice from someone who as able to provide us with the information needed to be able to make an informed and sensible decision

How has Mark Williamson helped you?

Mark was very polite and easy to talk to . He listened to us and understood exactly what we needed to know . He was very reassuring and made the intimidating world of pensions much clearer .

Have you seen the outcome you were hoping for?

Mark provided some very clear illustrations which was exactly what we needed to be able to make our decisions .

What could they have done better?

Nothing at all

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

I left my pension planning until very late, partly through fruitlessly researching another well-known pension provider whose offering turned out to be quite disappointing. I had several pension pots, several of which were beyond their maturity dates. I needed to organise my retirement income rapidly.

How has Mark Williamson helped you?

Mark re-acted rapidly to the urgency of the situation. He analysed my various pension schemes and my retirement needs He re-invested some of my funds, leaving some of the better pensions unaltered, as he judged most advantageous. When I did retire, a few months later, everything was in place.

Have you seen the outcome you were hoping for?

When I retired the investments Mark had made had already made enough to pay my first years pension without reducing the principal. They continue to grow in advance of my needs I have already consulted Mark about investing a small inheritance I expect in the near future

What could they have done better?

Provide free ice-cream.

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

Recently downsized so had a lump sum to invest as not needed to support me now.

How has Mark Williamson helped you?

We met and discussed what I hoped to achieve, i.e. maintaining a lump sum for emergencies and investing the rest in a portfolio with a lower risk profile.

Have you seen the outcome you were hoping for?

I just transferred funds 2 days ago.

What could they have done better?

Nothing that I know of.

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Mark was extremely professional and polite from the moment we first met. He was able to provide me with the building blocks I needed to start seriously considering investments and the options available to me. Mark provided me with some extremely useful advice for what I can be doing right now and what I can look to do in the near future. I have already started putting this advice into action which I’m very appreciative of.

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Excellent discussion.

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Happy to deal with Mark. He listens to your needs, gives clear explanations of what he does & is transparent about his fee structure (a refreshing change from a couple of I.f.a's I have spoken to). Am obtaining 3 quotations for dealing with my pensions & will be making a decision in next week or two about who to deal with.

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

To ensure my business had keyman insurance in place

How has Mark Williamson helped you?

Mark talked us through the process and allowed us to see the benefits. Mark was not pushy with any products and ensured the we picked the product that best suited us.

Have you seen the outcome you were hoping for?

Yes, very much so

What could they have done better?

n/a

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

I wanted to take more control of my pension.

How has Mark Williamson helped you?

I researched Mark and he came up with a high rating.

Have you seen the outcome you were hoping for?

My outcome has exceeded my expectations.

What could they have done better?

Mark always contacts me when I need him, he respects my input and helps me decide what is required.

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From my initial contact to the end of my current dealing I found it very easy and stress-free dealing with Mark. He was punctual, polite, flexible and knowledgeable. I will certainly be engaging with him in the future and would recommend his services. J, Wilkinson 6th January 2021.

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

Retirement

How has Mark Williamson helped you?

Clarity

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Met expectations for pension.

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Mark was such a professional , very helpful and patient too ! I'm not the best at taking in lots of information but he explained everything in a way that I could understand . I will definatley use Mark in the future because I'm confident that he will have my best interest at heart .

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Very professional and likable man.

Please provide a brief comment about your experience with Mark

Mark was very helpful and informative, but at present we are considering alternative options for our investments.

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

I wanted an advisor I could trust to organise the management of my funds with the aim of growth above the level of inflation and who could explain every step to me clearly.

How has Mark Williamson helped you?

Mark inspires confidence. He is straight speaking and works hard to explain everything understandably. He has organised a managed portfolio for me. I wanted ethical investments and he has met that demand with something I am very happy with.

Have you seen the outcome you were hoping for?

Early days.

Please provide a brief comment about your experience with Mark

excellent service and advice- Hope to continue with Mark in the near future

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

Needed advice on investments

How has Mark Williamson helped you?

Mark was very quick to reply to my initial request and we were able to set up a phone call to see whether he could help me. From there, Mark was able to set up a virtual consultation to start the work. He has worked quickly and provided me with a full report that explains my options clearly and simply.

Have you seen the outcome you were hoping for?

Yes, I'm now fully aware with how to proceed.

What could they have done better?

Nothing

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It was great to talk to Mark. He was extremely knowledgeable and helpful. We’re just very uncertain at the moment and with Covid-19 even more wary of doing anything now. Thanks for your help Mark

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During our initial consultation Mark provided me with advice regarding savings and investments which was tailored to my personal circumstances, and approach to risk. Mark was friendly and helpful and I would recommend him to a friend.

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Mark was so helpful with what I needed, met over a coffee and discussed my options and would advice anyone to meet him for advice. Top marks all round!

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Mark was professional and friendly. He was knowledgeable and answered all my questions. I feel more confident about making decisions about my pensions after meeting with him, and will be setting up another meeting soon.

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Mark is prompt to respond and very helpful. The retirement budget planner Mark shared helped me to understand whether we were on track with our savings and investments.

Please provide a brief comment about your experience with Mark

Mark was quick to contact me, was professional, knowledgeable, friendly and helpful. He gave me all the information i needed to start making informed decisions about my pensions. He answered all my questions, was patient and understanding. I now feel much more confident about how to move forward with my financial planning.

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

Money management and mortgages. Looking for advice on best place for savings for a year

How has Mark Williamson helped you?

Called and gave me some new ideas i hadnt thought of. Advice on managing credit cards and how they would affect mortgage options in a year

Have you seen the outcome you were hoping for?

Yes i know now what to do to get the best credit rating

What could they have done better?

Nothing better. He gave advice on everything i asked and if he wasnt sure on something, he gave advice on who would be able to

Please provide a brief comment about your experience with Mark

I cancelled my meeting with Mark having met Andrew N

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

I am coming to retirement age and wanted to get things in place for when I retire, wanted to know what I can expect in the form of a future income. And to look for a good investment plan.

How has Mark Williamson helped you?

He worked with my pension suppliers to amalgamate the pension pots I already have. And to think about a future income against outgoings for when I retire. Mark sorted out an issue re the amalgamation, as it hadn't gone ahead when it should have done, but he worked to get it completed.

Have you seen the outcome you were hoping for?

We are working towards that, as I am still working at the moment. I am in the process of putting together a future outgoings list, so I can judge what I will need to live on when I eventually retire.

What could they have done better?

I don't really think there was anything he could have done better, he has been very patient, but emphasised the need to take this seriously.

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

We were looking for a review of the many insurance policies we had accumulated over the years. We had never really reviewed what we had, with life and protection, and knew we probably were either paying too much or had the wrong cover.

How has Mark Williamson helped you?

Spent hours with us, going through existing policies and what we had. Then gave a full review about this cover, its strengths and its weaknesses and what we could look to do. Never once tried to sell and was positive about some of the cover we had, but identified some incorrect cover that we needed to address to bring us up to date with changing circumstances.

Have you seen the outcome you were hoping for?

Totally, we have removed some policies and switched others. Hassle free and great advice, clearly knows his stuff and does it in such a way you actually understand it.

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Very thorough and knowledgeable and made sure we understood all information offered to us.

Please provide a brief comment about your experience with Mark

Nothing under £250k

Please provide a brief comment about your experience with Mark

Mark is professional, friendly, knowledgeable, and a great communicator. He comes across as having total integrity, and I would not hesitate to recommend his services.

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

Moving abroad

How has Mark Williamson helped you?

Mark provided me with a range of options for my investments and savings. He discussed them with me, including the pros and cons of each, and showed me different websites. He provides very honest and useful advice.

Have you seen the outcome you were hoping for?

Yes, thank you Mark!

Please provide a brief comment about your experience with Mark

Very professional and knowledgeable

Please provide a brief comment about your experience with Mark

Would highly recommend, went through my options clearly, on this occasion he said there wasn’t much he could do. Wouldn’t hesitate to contact him in future

Please provide a brief comment about your experience with Mark

Really lovely and took the time to answer all of my many questions! Seemed very open and honest.

Please provide a brief comment about your experience with Mark

Was very helpful

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

Looking to obtain best returns on investments; purchase of life and critical illness insurance.

How has Mark Williamson helped you?

Mark gave us fantastic advice. He totally researched and understood our requirements, and tailored everything to our needs.

Have you seen the outcome you were hoping for?

Yes, all policies in place.

What could they have done better?

Nothing; Mark attended to our requirements very well.

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

We wanted to review our pensions, ensure that our savings were working to the best of their ability and obtain some life & critical illness insurance.

How has Mark Williamson helped you?

Make cake to our home and discussed our current financial situation with us and our plans, both short and long term. He was able to advise us on all areas and provide solutions to ensure that our money was working for us and that we are fully protected.

Have you seen the outcome you were hoping for?

Absolutely. We have been so pleased with everything that Mark’s done and continues to do for us. Mark is professional, trustworthy, knowledgable and passionate about his customers. A truly professional advisor.

What could they have done better?

Nothing - Mark was sensational!

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

Searching for life insurance to meet our needs.

How has Mark Williamson helped you?

Mark found the best life insurance for us and liased with us, keeping us informed of the processes.

Have you seen the outcome you were hoping for?

Yes.

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

I was initially looking for a financial adviser to set up a private pension but later met Mark for investment advice for some inheritance money.

How has Mark Williamson helped you?

For my pension, Mark was very clear and outlined all my options based on the risk that I wanted to take, my age and also my preference to avoid fossil fuel investment. It was a very painless process and felt that he handled everything with minimal fuss. The second time I met Mark, I went for investment advice for some inheritance money. He gave a very honest opinion (he actually advised me not to invest based on my circumstances) and I really appreciate his clarity and pragmatic views.

Have you seen the outcome you were hoping for?

My pension is doing well and other general investment advice Mark has given me has been very valuable.

What could they have done better?

I have no suggestions but have not needed services that require regular input from Mark.

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

To discuss an amount of savings and how best to invest it, or other advice on what to do with it in the next 2yr - 5yr plan.

How has Mark Williamson helped you?

Mark openly helped me see the best approach for now on what to do with this money. He was willing to answer any of my questions.

Have you seen the outcome you were hoping for?

Right now I am not investing, but waiting another year to see how life looks then.

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Mark took his time to ensure that everything was clear and was very much concerned with following my reasoning and understanding of the course of action that I had (generally) chosen.

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Very happy with my meeting with Mark, he gave my some very pertinent advice. he is one of a number of financial advisers I have contacted. I have yet to make a final decision on my way forward

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Professional , courteous and well qualified to assist with my pensions transfer issue

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

Needed help with my Pensions.

How has Mark Williamson helped you?

Mark totally understood my needs and what information was needed. He went through every aspect of what I could do with my pension.

Have you seen the outcome you were hoping for?

Totally - Mark was totally honest and up front regarding my options, and gave me excellent advise regarding the best place for my Pension. I feel completely happy with the outcome.

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Mark was very helpful. I filled out a questionnaire so that he had some background to use during his initially assessment. It was very simple and Mark gave me lots of options and things to think about. It was well worth the contact.

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Punctual, knowledgeable, quick at assessing financial circumstances.

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

Uncertain and fluctuating market conditions.

How has Mark Williamson helped you?

Understood my needs very quickly.

Have you seen the outcome you were hoping for?

More confident with my investments.

What could they have done better?

Perfect for my longer term financial planning

Please provide a brief comment about your experience with Mark

Coming from a place where I had never seen a financial advisor before or had much experience with managing finances, I found Mark to be very approachable and understanding to my situation. I received a prompt reply following my first contact via VouchedFor and believe it is a positive that there is no minimum savings amount. For young people specifically, this is of real benefit. Mark took an overview of my financial situation and advised on a range of areas. Where I had questions about terminology Mark clearly answered these. I left with some homework to do and was more informed about the options available to me. I would certainly recommend!

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Excellent presentation, would recommend him

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

I have more than one pension pot of which one is due in April 2018. Having read as much information as possible on my options and having visited Pension Wise, I was still at a total loss as to what was the best option for me to take. As I only have a small pension pot it is important to me to make the most of it.

How has Mark Williamson helped you?

Mark put me at ease immediately and was very sensitive to my needs. He took the time to listen to my queries and explained in simple terms so I could understand fully the options available to me. He took it upon himself to contact my providers on my behalf to confirm if the option I chose was available. I have not come across anyone like Mark in a very long time and feel very fortunate in having met him. I am very grateful in what he has done for me and I would highly recommend his services to anyone seeking financial advice. Thank you Mark.

Have you seen the outcome you were hoping for?

I am completely satisfied with the recommendations Mark gave me and confident that the actions taken are the right option for me. I now feel a weight has been lifted from my shoulders and look forward to my pension arrangements being sorted in the near future.

What could they have done better?

Absolutely Nothing!

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

I was dissatisfied with service from Pension wise & Pension advisory service and wanted advice on options re- releasing funds at age 55 from two small ex-emplorers pensions.

How has Mark Williamson helped you?

He clearly explained my options and how to go about this. He was very mindful of the best outcome for myself, being both very personable and professional.

Have you seen the outcome you were hoping for?

Yes entirely.

What could they have done better?

Nothing that I can think of.

Please provide a brief comment about your experience with Mark

easy to talk; basically confirmed I sit on the border line of inheritance tax; very useful exercise

Please provide a brief comment about your experience with Mark

Mark understood my pension situation and provided good advice and assitance in setting up my pension.

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

Having reached my early 50's with a variety different pensions and retirement investments, I needed to understand the value of each of the schemes, whether there was any benefit in moving or amalgamating any of them and what overall position I was in with regards to planning my retirement.

How has Mark Williamson helped you?

Mark did a very thorough job gathering the factual information from each of the scheme providers, understanding my current financial position and my retirement aspirations. He then did some great work to determine the pros and cons of leaving money in-situ or moving around so that I could make an informed decision about what I wanted to do. He was then able to take this information/decision and build a model that allowed us to examine options for retirement at different ages, and also to look at a number of what if scenarios, such as stock market volatility or finishing work earlier than I plan to do to see how resilient my circumstances are. Throughout the process, I felt at all times that he was acting in MY best interests.

Have you seen the outcome you were hoping for?

Yes, most definitely! By the end of the process, I had a thorough understanding of my financial position with regards to retirement and on the back of the work that Mark has done, have been able to be confident about my plans to retire at the age I want to, and to then do the things I want to when I retire, all with enough flexibility built in to deal with the unexpected things that may occur along the way.

What could they have done better?

There are no particular areas I would want to highlight to Mark for improvement. I was genuinely very pleased that I got exactly what I wanted in the way I wanted.

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Was unable to handle my requirement, but put me on to a contact

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Responsive, genuine and likeable guy. Offered clear advise and was pro-active in assisting me with my financial planning needs.

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Very friendly and informative. Gave me clear advice on my pension fund and other plans. Mark carried out a financial assessment for me and showed a confident and professional approach throughout my appointment. Mark is arranging to transfer my pension plan to another provider which better suits my needs.

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I came away from my meeting with Mark feeling very positive and able to tackle the issue that I had head on. Mark is very friendly and I felt comfortable in his presence. I would certainly recommend him if you have any financial worries.

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Fast efficient service and follow up. Answered my questions effectively.

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

Mark was recommended to me by one of his previous customers with a review to taking existing retirement funds and investments and looking to improve performance and returns.

How has Mark Williamson helped you?

Mark carried out a full review and spent time with me to fully explain his suggestions and plan of action to move the money into better performing areas. Mark explained everything in a clear and easy to understand way and i felt looked after at every step of the way.

Have you seen the outcome you were hoping for?

Yes and more so. I could not be happier with the service Mark has provides for me and my future.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Mark

Having only had an initial meeting, Mark has been unable to give me a quote for the proposed work. However, he was very thorough and has taken away a variety of material in order to build up a better picture so he can specify charges. He was easy to talk to, and gave confidence that he would work efficiently NB in terms of service from vouched for, timeliness was excellent, my score of 7 is because they only provided one possible name - so impossible for me to make any kind of choice or decision

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He was friendly and explained everything simply so that I understood and I was very happy with what he suggested.

Please provide a brief comment about your experience with Mark

Mark listened carefully to my situation and my objectives. He helped clarify the key points to consider and provided helpful pointers on what I should take into account in making decisions.

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I would definitely recommend Marks services to others. The advise given was reassuring and relevant, also followed up on discussions from the consultation promptly.

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Mark provided great advice and a path forward to improve my financial security / stability

Please provide a brief comment about your experience with Mark

Mark is great. He explained things in a simple, plain English kind of way. At no point did I feel like I was being 'sold' a product, rather he was helping us find the best deal. Will use again.

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

Looking for advice about my pensions.

How has Mark Williamson helped you?

Mark worked out a few options for me to consolidate my pensions into one fund and advised accordingly.

Have you seen the outcome you were hoping for?

Ask me again in 12 months, but I am very hopeful.

Please provide a brief comment about your experience with Mark

Mark was very knowledgeable and clearly explained my options and the next steps.

Please provide a brief comment about your experience with Mark

Courteous & efficient

Please provide a brief comment about your experience with Mark

Mark was very helpful

Please provide a brief comment about your experience with Mark

Mark was very thorough in his pre-meeting investigations so that no time was wasted during the meeting. His was very informative and patient with my daughter's questions. A very nice and professional guy that we can thoroughly recommend.

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

Due to illness I needed to look at taking my pension early. I needed advice regarding what options were available. It wasn't a big pot either, so I needed the best from it.

How has Mark Williamson helped you?

Mark totally understood what was needed. He kept us fully informed and explained all the options in a way which we could understand. There was no way we could have searched all the companies and got quotes, there's so many things to consider. Mark totally took this stress off us & we felt able to relax, knowing this would be sorted with our best interests.

Have you seen the outcome you were hoping for?

We have been more than happy with Mark's service. Mark has taken care to find the best annuity for our situation. We would not have achieved this on our own.

What could they have done better?

We can't honestly think of anything Mark could have done better.

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

To withdraw money from pension fund.

How has Mark Williamson helped you?

Advising us on all the options available to us.

Have you seen the outcome you were hoping for?

Yes.

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

Savings.

How has Mark Williamson helped you?

Told me about the best place to put my savings.

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?

Uncertainty with Laws and obligations.

How has Mark Williamson helped you?

He advised and reassured me , also performed this service in a decent space of time.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing could have been done better,

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

Having received a recent cash windfall I went to Mark to seek advice on potential investment options.

How has Mark Williamson helped you?

Mark offered was extremely professional and had a particularly impressive knowledge of this field. He also demonstrated a very personable demeanour and was certainly easy to talk to and get along with.

Have you seen the outcome you were hoping for?

Yes, Mark's advice helped me to identify a particular plan and strategy that I have already seen very positive returns from.

What could they have done better?

I can honestly say in this case, I can't think of anything that Mark didn't cover or explain fully to me. I was 100% happy and content with his level of expertise.

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

having spare capital for future house purchase.

How has Mark Williamson helped you?

gave me honest advise which helped towards making a risk free approach to our savings.

Have you seen the outcome you were hoping for?

we are awaiting to the outcome too early to judge.

What could they have done better?

nothing he was very professional and the advice was sound

Please provide a brief comment about your experience with Mark

Mark was very responsive and met with me the same day that I contacted him. He has responded to my needs very quickly and seems to be getting on with things in a very professional manner.

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

We needed to tidy up and simplify our pension arrangements.

How has Mark Williamson helped you?

He sorted out our various pensions to make them more manageable.

Have you seen the outcome you were hoping for?

Too early to say.

What could they have done better?

We think he did an excellent job.

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

I was aware that if I passed away before my wife reached state pension age she would be financially disadvantaged. I needed advice on how to protect against this possibility, Mark provided this service.

How has Mark Williamson helped you?

I needed advice on some life policies which would protect my wife in the event I pass away as my pension income would decrease. This would leave her unable to survive off the income she would be left with. Mark listened carefully and came up with a proposal which would bridge the income gap should I pass away meaning my wife's standard of living would not have to suffer and she would not have to call upon any capital in this event. I was really pleased with his professional approach and he did not try to 'sell' me anything, rather advised me on the most relevant policy to suit mine and my wife's needs. I would highly recommend.

Have you seen the outcome you were hoping for?

We now have an insurance in place which gives us both peace of mind.

What could they have done better?

Mark did everything required to solve our problem.

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

Retiring from one business in the UK and returning to a former business in France where we had lived for many years we needed financial advice on pensions and equity release.

How has Mark Williamson helped you?

Enabbled me to extend important life cover without incurring expenditure. Then advised on pension and equity draw down, all very helpful.

Have you seen the outcome you were hoping for?

Yes.

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

We hadn't reviewed our financial situation for several years and felt we needed to reassess what we had.

How has Mark Williamson helped you?

Mark was able to sort out our existing plans, consolidate them and help to plan better for the future by ascertaining what we wanted to get out of our investments.

Have you seen the outcome you were hoping for?

The plans are all progressing , the regular updates show the results we were wanting but at present it is all still ongoing, but we are happy with the situation at the moment.

What could they have done better?

We are happy with service we were given and did not want any more from him at present.

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

Pension release.

How has Mark Williamson helped you?

My Wife and I contacted Blackfriars Wealth Management Ltd for a consultation, Mr Mark Williamson soon called on us to help and advise. His knowledge and professionalism was second to none. We are so grateful for all he did for us and have no hesitation in recommending this company to anyone else who may require financial advice.

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?

General advice on investments and income therefrom as a retired couple with children to help occasionally.

How has Mark Williamson helped you?

Practical suggestions. Able to listen to our point of view/interests. Sticking to timetable for visits.

Have you seen the outcome you were hoping for?

So far so good.

What could they have done better?

Hard to say at present

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

I had the opportunity to set up my own holistic therapy centre but could not get funding from anywhere to help with this. Therefore I decided to take out my personal person and needed to speak to a financial adviser.

How has Mark Williamson helped you?

He made sure I understood what the situation was regarding taking my pension in a lump sum and the tax implications, and he facilitated the process.

Have you seen the outcome you were hoping for?

I am now the proud owner of The Amethyst Centre in Coventry and am thrilled to bits with the outcome!.

What could they have done better?

I honestly don't think he could have done anything better.

Please provide a brief comment about your experience with Mark

only had a quick phone call

How has Mark Williamson helped you?

Clear and concise information and responds readily to requests.

How has Mark Williamson helped you?

Mark has been our Advisor for several years & has built up a solid understanding of our situation. He has explained everything that he has recommended thoroughly & keeps in regular contact. Any questions that we have are always answered very promptly & simply.

How has Mark Williamson helped you?

Mark is from the old fashioned gentlemanly school of financial advisors, who puts his clients' interests first. He understands his clients and their needs, he offers sound advice, puts into action the agreed plan and then - crucially - follows it through to ensure that the providers really do provide what they say that they're going to provide. I have no doubt that my finances, and those of my family, are in very safe hands.

What could they have done better?

Spend more on his car

How has Mark Williamson helped you?

No pressure advice with a number of options presented where the advisor explained the difference in each without pressure to select a particular policy.

What could they have done better?

Genuinely nothing, I have recommended him to friends since and they found him similarly excellent.