Mark Brett

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

To look at the most effective way to deal with my private pension pot when I reached retirement age.

How has Mark Brett helped you?

Mark has shown me the best ways to deal with the pension pot especially with future planning and the most tax effective ways to deal with it.

Have you seen the outcome you were hoping for?

I have definitely had the outcome I was hoping for. Without his advice I would have made a lot of mistakes and probably been financially worse off.

What could they have done better?

Nothing at all.

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

I had various pension pots, which I needed clarity on how to the best financial outcome.

How has Mark Brett helped you?

Mark has investigated my financial circumstances and made recommendations to which I have took.

Have you seen the outcome you were hoping for?

The outcome was better than I ever hoped for.

What could they have done better?

I don't think I could have asked for anything better.

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

Had pensions that needed investment advice

How has Mark Brett helped you?

Was brilliant in helping move and surrender a frozen fund and invested it wisely

Have you seen the outcome you were hoping for?

Yes despite the difficult last few years with covid etc

What could they have done better?

Nothing in my opinion

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

I initially looked for an adviser while I was still at work. It was at a time when I only had approximately 10 years left at work before reaching retirement age and I wanted to make sure I was doing the right thing with my finances.

How has Mark Brett helped you?

Mark took over from my previous adviser who retired. Since he has taken over he has monitored the investments that were recommended by my previous adviser and since then has suggested some changes to my advantage.

Have you seen the outcome you were hoping for?

Not yet as they have only just taken effect. Looking at the projected outcomes it looks very promising though.

What could they have done better?

Nothing. Mark has done everything from monitoring my previous investments to suggesting new ones and explaining his reasons for this and the forecast outlook.

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

Needed a private pension

How has Mark Brett helped you?

Found an excellent pension portfolio

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing

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

I was in need of a trustworthy, transparent adviser who could look after my needs and future retirement. After investigation and reccomendations I sought out Mark. He and his team have not let me down and provided a great service with full explanation of my options and promt actions.

How has Mark Brett helped you?

Mark has given me a clear understanding of my current pension pots and together we have cosen the right schemes which suited my attitude to risk. I am now in a position to know exactly what I need to do with my pension and to plan for my retirement with confidence.

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?

Retirement

How has Mark Brett helped you?

Advice re how best to invest

Have you seen the outcome you were hoping for?

Yes

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

The pension funds tried to pay me as little as possible & keep as much as possible for their directors & shareholders.

How has Mark Brett helped you?

He made them pay me as much as possible.E

Have you seen the outcome you were hoping for?

Even better than I hoped!

What could they have done better?

Nothing!

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

The realization that I was facing finishing work, with several private pensions that I didn't want to attempt to move / combine these pensions without specialist advise

How has Mark Brett helped you?

Mark, helped me to move certain pensions into a new fund & advised me on certain financial issues, I have found him to be very friendly, accommodating & totally professional in all areas.

Have you seen the outcome you were hoping for?

In general yes taking into account fund values over the last couple of years, we have just moved part of the investment to increase the yield.

What could they have done better?

At this stage with the condition of the markets, I don't believe he could of performed better, without suggesting further risks with the investment.

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

Amalgamation of several pensions

How has Mark Brett helped you?

Illustrations of future income via pension scheme fund and savings allowed me to have the confidence to retire early

Have you seen the outcome you were hoping for?

To a very large extent

What could they have done better?

Happy with advice and support

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

We wanted to know how to invest for retirement

How has Mark Brett helped you?

Advised us on most suitable pension plans

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 looking for advice at the time for short term investments, and my retirement was approaching , so needed some long term plans, put in place,

How has Mark Brett helped you?

I feel that Mark explains money matters easily , and points out various options for me before i make decisions,

Have you seen the outcome you were hoping for?

Yes, i was given the advice that was best long term.

What could they have done better?

I have no complaints, having been with him over 10 years now.

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

Pension planning

How has Mark Brett helped you?

Mark has shown me and talked me through the various options and has been key in reaching a positive plan going forward.

Have you seen the outcome you were hoping for?

Yes, Mark's advice had proven to be accurate and achieving goals set.

What could they have done better?

I feel the advice & support given by both Mark & the company has been very beneficial.

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

Retired from NHS. Whst to do with lump sum?

How has Mark Brett helped you?

He helped me set up a pension fund wit tax free benefits, he has also helped set up a trust fund for my children.

Have you seen the outcome you were hoping for?

Yes

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

Had more savings on business account need to top up pension

How has Mark Brett helped you?

He’s advised to top up pension accounts and recommend a better fund

Have you seen the outcome you were hoping for?

Yes, definitely

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

I wanted to ensure my pension investments was in the right place to grow securely.

How has Mark Brett helped you?

Mark has always given me sound financial , practical advice. He encourages me to look at multiple options.

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?

Pension transfer

How has Mark Brett helped you?

Great advice

Have you seen the outcome you were hoping for?

Yea

What could they have done better?

Nothing

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

A way to invest for my retirement

How has Mark Brett helped you?

Mark has given good advice on my current fiancial situation and has advised my possible best outcome for the future year

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Nothing as gave the most upto date information based at that time

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

To handle retirement finances

How has Mark Brett helped you?

By organising my retirement funding

Have you seen the outcome you were hoping for?

More or less considering the difficulties of the last few years. Brexit, covid, war in Europe etc.

What could they have done better?

Nothing as far as I can tell

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

Plan for retirement many years ago. Also to be able to retire early (which has happened). For investment growth.

How has Mark Brett helped you?

Mark has been my adviser for many years. His knowledge and expertise are second to none. Mark is continuously looking after my portfolio with great results.

Have you seen the outcome you were hoping for?

I have achieved my goal with the assistance of Mark. Mark still brings new ideas for potential growth.

What could they have done better?

As my goals have been achieved nothing.

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

Pensions/ investment for the future

How has Mark Brett helped you?

Very good advice for our pensions and business investments.

Have you seen the outcome you were hoping for?

So far yes.

What could they have done better?

Nothing.

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

Managing my pension pots effectively.

How has Mark Brett helped you?

Excellent advice that is clear and easy to understand.

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?

Pensions consolidation.

How has Mark Brett helped you?

Tailored advice based on a detailed assessment of lifestyle, attitude to risk, future needs etc

Have you seen the outcome you were hoping for?

Yes. Much easier to manage and knowledge that the portfolio is expertly reviewed and suggestions made for adjustment to maximise returns.

What could they have done better?

Nothing. As my lifestyle has been unchanged for the last few years the need to contact has been reduced. However, this is safe in the knowledge Mark is available if required and has continued to provide all the assurance needed.

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

I didn't really know if my pensions were enough to see me into a comfortable retirement

How has Mark Brett helped you?

Mark gathered my various pension plans and made sense of them to me.

Have you seen the outcome you were hoping for?

I was pleasantly surprised at the outcome, feeling quite relieved. I had a clear picture of my options and could make plans for my upcoming retirement.

What could they have done better?

Mark, has done very well for me and always kept me up to date with my financial position.

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

My relationship status changed so needed to move my pension

How has Mark Brett helped you?

Move my final salary pension to another provider

Have you seen the outcome you were hoping for?

Not yet but the coming months should show this

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

Wanted my company pension more accessibile

How has Mark Brett helped you?

Moved my pension into areas where both my partner and myself feel more secure

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

Early retirement.

How has Mark Brett helped you?

Give me advice on my pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing very happy with all the advice and time he has spent .

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

Mark was Recommended

How has Mark Brett helped you?

He his given us fantastic advice over the years

Have you seen the outcome you were hoping for?

Yes we are very pleased

What could they have done better?

Nothing

Please provide a brief comment about your experience with Mark

Mark is friendly and explained everything in a clear way. He znswered all questions I had. I'm very grateful for the work he's done so far and now considering further steps

Please provide a brief comment about your experience with Mark

Very professional and friendly and very helpful in his advice and would not hesitate in recommending him to others

Please provide a brief comment about your experience with Mark

Mark advised me on the options for transferring shares in a family company to my daughter. He was very clear on the options available and helped materially with decision making. Thank you!

Please provide a brief comment about your experience with Mark

Very helpful, friendly and straightforward.

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

Coming towards retirement I needed the best advise on moving forward with my private pension pot. Mark came as a recommendation to me.

How has Mark Brett helped you?

For a number of years now Mark has helped me find the best way forward with retirement planning and finding the best products giving me a feeling of security with my finances. We meet up at least once to review my financial position. Mark always takes time to answer any queries I have and explain any alternative ways forward.

Have you seen the outcome you were hoping for?

I am very happy with the way my finances are handled and I am in a better position than I had expected to be.

What could they have done better?

Nothing, from meetings to communication I could not have wanted a better person to deal with.

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

I had a final salary which was stopped by my employer and I was coming up to retirement age so I wanted some financial advice to what options I had on offer.

How has Mark Brett helped you?

Very well in a language I could understand.

Have you seen the outcome you were hoping for?

Yes as advised by Mark

What could they have done better?

Nothing to mention.

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

Inheritance received and pending early retirement so required some broader knowledge of how best to invest to see me financially comfortable until I reached state pension age

How has Mark Brett helped you?

Guided me to the right investments in order to achieve the above, without any undue pressure

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Nothing as far as I am concerned

Please provide a brief comment about your experience with Mark

Seemed very knowledgeable in money matters

Please provide a brief comment about your experience with Mark

Waste of my time as it seemed that if I didn’t invest, he would give advice…

Please provide a brief comment about your experience with Mark

Initial telecom and meeting very promising. Commission still to come.

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

Navigating pensions is complex and Mark has helped to breakdown the complexity into the understandable

How has Mark Brett helped you?

I have been able to financially plan in pursuit of part time employment

Have you seen the outcome you were hoping for?

Working towards

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

Moving out of a DB scheme

How has Mark Brett helped you?

Placement of funds and transfer of other DC funds

Have you seen the outcome you were hoping for?

Yes. Mark kept me informed clearly during the process - no surprises. Mark has a clear style of communication.

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

First looked for an adviser while still in employment because I had absolutely no idea of my financial situation on reaching retirement age.

How has Mark Brett helped you?

By following on from my previous adviser and making sure things are right for my personal circumstances.

Have you seen the outcome you were hoping for?

Yes, happy with the way things are and the way they are heading.

What could they have done better?

Nothing really.

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

Transferring DB pension to private pension

How has Mark Brett helped you?

Excellent advice on best options for my individual circumstances and to achieve the financial goals I wanted during retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No complaints at all

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

Management advice for consolidating private pensions

How has Mark Brett helped you?

Did the above effectively without us having to get directly involved and he is no performing a similar exercise for my wife

Have you seen the outcome you were hoping for?

Absolutely

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

Had a number of 9ld company pensions that needed consolidating into a SIPP

How has Mark Brett helped you?

Consolidated my old pensions into a SIPP and advised on most appropriate investment strategy. Also provide ad hoc advice when I set up my own business

Have you seen the outcome you were hoping for?

Much happier than expected. My pension investments have outperformed the market over the last 5 years and would have stagnated without Marks advice and input

What could they have done better?

Nothing

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

Used Mark from feedback from another client

How has Mark Brett helped you?

Best deal on the market with good advice

Have you seen the outcome you were hoping for?

Yes brillant at this time of year

What could they have done better?

Nothing great feedback from Mark

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

Finishing work, had several pension schemes, which I wanted to simplify.

How has Mark Brett helped you?

Financial planning, finding the right portfolio to move my pensions into the right scheme, advise on final salary schemes.

Have you seen the outcome you were hoping for?

Yes in a sense of simplifying where my money is invested, unfortunately over the last 2 years performance has been below what I expected, but that is down to global economics.

What could they have done better?

Not sure, as I don't think any of this was predictable.

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

Receiving my pension.

How has Mark Brett helped you?

Advice on investments.

Have you seen the outcome you were hoping for?

Yes- it’s an ongoing process.

What could they have done better?

A summary of our conversation would be useful. So much is discussed I wish I’d made notes!

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

The firm I dealt passed their business on

How has Mark Brett helped you?

Very good advice

Have you seen the outcome you were hoping for?

Yes

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

Previous advisor retired

How has Mark Brett helped you?

Inheritance and gifting advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The advice I have been given has been pertinent to me so I'm happy with the service

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

Ongoing support when my previous adviser retired.

How has Mark Brett helped you?

Adice on all aspects of financial planning and investment.

Have you seen the outcome you were hoping for?

Slightly below what had bee anticipated but markets have determined this.

Please provide a brief comment about your experience with Mark

Gave good and informative advice on my pension statements and my future retirement plans

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

Looking to move and consolidate pensions.

How has Mark Brett helped you?

Provided advice and guidance on best options.

Have you seen the outcome you were hoping for?

Currently on track.

What could they have done better?

Nothing as all requests covered.

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

We have been advised by Mark for several years now, And in that time have received invaluable advice.

How has Mark Brett helped you?

Mark makes everything easy to understand and always give the best advice for us.

Have you seen the outcome you were hoping for?

Yes above and beyond our expectations

What could they have done better?

Can’t think of anything

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

Pension and financial advice

How has Mark Brett helped you?

Set up and managed a pension

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

nothing

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

Looking for advice on how best to invest a sum of money

How has Mark Brett helped you?

Very friendly , approachable and extremely knowledgeable regarding the financial market and all aspects of such.

Have you seen the outcome you were hoping for?

Yes - good financial growth and stability.

What could they have done better?

Not applicable.

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

Retirement

How has Mark Brett helped you?

Gave advice and set up my retirement fund

Have you seen the outcome you were hoping for?

I have more or less seen the expected outcome considering the upheavals (Brexit, Covid, Russian invasion of Ukraine etc)

What could they have done better?

Nothing that I am aware of

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

Early retirement

How has Mark Brett helped you?

Investing money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I’m aware of

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

To ensure that my finances were good for my retirement

How has Mark Brett helped you?

Mark has helped my revaluation of my finances and fund position

Have you seen the outcome you were hoping for?

Yes shown what has happened with the financial market

What could they have done better?

Nothing

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

To ensure I was financially sound for the future.

How has Mark Brett helped you?

Mark has helped my understanding and helped with future plans.

Have you seen the outcome you were hoping for?

Yes

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

Needing to set up a pension fund.

How has Mark Brett helped you?

Mark guided me through the process in plain English. My options were clearly explained to me throughout.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Supplied biscuits

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

Many years ago to invest additional capital ready for retirement.

How has Mark Brett helped you?

Mark has helped us to achieve our goal by guiding and supporting us with his expertise in the financial sector.

Have you seen the outcome you were hoping for?

Yes we have achieved our goal and it is still ongoing.

What could they have done better?

I don’t believe Mark could have done anything better. He is committed in doing the very best for you.

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

I required a pension review.

How has Mark Brett helped you?

Mark listened carefully to my needs then provided a retirement plan. There were several complex tasks allied to pension consolidation. Mark explained these to me and led the activity. I was updated regularly, Mark is a really approachable person who was available at all times to answer questions.

Have you seen the outcome you were hoping for?

Yes, all actions from the plan were completed as fast as possible.

What could they have done better?

Nothing at all. Pension transfers are complex and actioned over a long time, Mark's support and advice greatly assisted me.

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

Heading towards retirement, needing financial advice regarding pensions and investments

How has Mark Brett helped you?

Advised re setting up pension and savings bonds

Have you seen the outcome you were hoping for?

Yes.. Better than I hoped

What could they have done better?

Nothing

Please provide a brief comment about your experience with Mark

Thorough, well organised well presented professional.

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

To get a better understanding of my current pension and how it all works upon retirement

How has Mark Brett helped you?

To understand my current pension scheme and the process upon retirement

Have you seen the outcome you were hoping for?

Yes more than happy

What could they have done better?

Less paperwork

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

Coming up to retirement age and Mark was recommended by friend

How has Mark Brett helped you?

Has guided me through sorting my pension for future

Have you seen the outcome you were hoping for?

A little slow at the moment but This was all explained

What could they have done better?

Nothing

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

Transfer of a traditional pension into a SIPP

How has Mark Brett helped you?

Allowed me to amalgamate a number pensions into one and take control

Have you seen the outcome you were hoping for?

Yes achieved more growth than the previous pensions

What could they have done better?

Nothing, achieved what was asked

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

Too complicated for me with my pension provider

How has Mark Brett helped you?

Sorted out the complications and invested my drawdown

Have you seen the outcome you were hoping for?

Partially. The investments recommended have not performed as expected - but the financial situation over the past 18 month has not been really been steady. I am keeping a relatively long term view and hope his suggestions come to frution

What could they have done better?

Under the present climate - not a great deal

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

Looking at retirement and pension options.

How has Mark Brett helped you?

Mark has helped me to make an informed decision.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything actioned in a professional manner.

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

Independent financial advice

How has Mark Brett helped you?

Provided expertise in FA field. Clear and simple guidance. Good performance of chosen assets

Have you seen the outcome you were hoping for?

Yes, considering the global issues in 2022

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

Mainly in relation to my pension, as I have a number with different organisations.

How has Mark Brett helped you?

Mark is very experienced and really helped me understand next steps and helped me plan what to do in terms of my plans for retirement.

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

I have nothing to add regarding this question

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

I wanted to explore the possibility of transferring a DB pension into a personal pension plan.

How has Mark Brett helped you?

Mark provided me with the expertise and options to make the right decision for me and my personal circumstances.

Have you seen the outcome you were hoping for?

I’ve only just transferred my pension so a bit too early to answer this question, but I’m confident I will get the results I’m hoping for.

What could they have done better?

The service, advice and work put in by Mark was second to none.

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

I had several pensions in place from previous jobs & wanted to understand what options I had to start taking money from them as pension payments & also manage them as simply as possible.

How has Mark Brett helped you?

He has simplified the cash investments & drawn down on the final salary pensions

Have you seen the outcome you were hoping for?

The investments haven't grown to the level expected, but that is down to Global issues

What could they have done better?

Not sure due to the effects of Global financial issues.

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

Approaching 55 at time, looking to transfer from a company pension, to personal pension, and ability to access part of tax free value at time.

How has Mark Brett helped you?

Mark explained everything clearly for what is a complex process. Mark was very professional, friendly and patient with my many questions.

Have you seen the outcome you were hoping for?

So far good. Accessing tax free was straight forward, and pension performing well on the whole.

What could they have done better?

Nothing could have been done better by Mark.

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

A return to the UK after years working abroad

How has Mark Brett helped you?

Mostly with regard to pensions and investments but also putting me in touch with specialist advisors wrt equity release and tax advice

Have you seen the outcome you were hoping for?

Probably, allowing for the effects of Covid.

What could they have done better?

Funds could have performed better (!) but generally I'm satisfied.

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

I was approaching retirement and had built up a pension fund that I was unsure how best to deal with it. I wanted ongoing financial security.

How has Mark Brett helped you?

Mark fully understood what I wanted to achieve but also suggested other options that I had not considered. He helped me fully understand the different options available which helped me choose products that benefited me both financially and helped me save tax in the longer term.

Have you seen the outcome you were hoping for?

I am very happy with the outcome and will definitely continue using Mark's services

What could they have done better?

I feel there is nothing that could have been better. Mark gives me regular reviews, responds very quickly and offers a professional service.

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

Our previous financial adviser retired. We were recommended to contact Mark by a friend.

How has Mark Brett helped you?

First of all, we feel very comfortable with him on a personal level. He is knowledgeable but not pushy. He listens to our views and gives advice taking our wishes into account. Before retiring, Mark gave us regular updates on how our fund was performing and how much we could drawdown whilst maintaining the value of the fund.

Have you seen the outcome you were hoping for?

Initially yes but through no fault of Mark's, world events such as the Ukraine war as have had an unforeseen impact on the value of our fund.

What could they have done better?

Nothing. We are very satisfied with Mark's pension advice.

Please provide a brief comment about your experience with Mark

Mark has always give excellent advice

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

Retirement approaching

How has Mark Brett helped you?

Consistently.