Mark Evans

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

Investment of company pension

How has Mark Evans helped you?

Mark has invested the money with good returns very sound advice and always extremely well explained.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing for me very happy with the investment I have.

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

The need to plan for retirement income.

How has Mark Evans helped you?

By explaining the options available and setting up the course decided upon.

Have you seen the outcome you were hoping for?

Yes mostly.

What could they have done better?

Without wishing to be in any way critical, I wish Mark would speak a little slower when explaining financial matters to one who is a financial dunce.

Please provide a brief comment about your experience with Mark

Punctual, professional and very informative without the “hard sell”

Please provide a brief comment about your experience with Mark

Excellent advice and support. Easy to speak to and explains complicated topics in a way that everyone can understand. Trustworthy and responsive.

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

Wanted to tidy up my pensions into one investment

How has Mark Evans helped you?

He has consistently given me great pension advice and has helped me consolidate funds.

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?

Need

How has Mark Evans helped you?

In all of the above

Have you seen the outcome you were hoping for?

Yes

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

Needed a professional to advise in my retirement

How has Mark Evans helped you?

Consistently well

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure anything

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

I needed help with up dating my long running pension and I was given Marks details by a friend who recommended him

How has Mark Evans helped you?

Mark has help me understand my pension and explained the long term process.

Have you seen the outcome you were hoping for?

My pension is on track for my retirement.

What could they have done better?

I cant think of anything

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

Previous advisories were slow to react to market downturn and felt my business had lack of importance

How has Mark Evans helped you?

By recommendation to better funds and setting out a good long term strategy

Have you seen the outcome you were hoping for?

Indeed as looses from previous advisors funds have been recovered currently

What could they have done better?

Nothing currently

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

Need for pension advice 20 years ago

How has Mark Evans helped you?

Steady reliable and sensible

Have you seen the outcome you were hoping for?

Broadly

What could they have done better?

Not advised me to take a punt on Ethical Forestry! (he invested too and it was a relatively small part of my portfolio!)

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

Needed help with pension planning and active investment

How has Mark Evans helped you?

Yes.

Have you seen the outcome you were hoping for?

In the main, Covid and Russian invading Ukraine didn’t help: outside of Marks influence!

What could they have done better?

I find terminology and acronyms confusing sometimes.

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

Pending retirement and consolidating my pensions

How has Mark Evans helped you?

Got us an amazing deal on my pensions . We were able to pay off our mortgage and a few other things

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, I am happy with how things are

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

Needed someone to look after things

How has Mark Evans helped you?

Always on the end of a phone or pops over the road

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?

Desire to simplify pension arrangements and engage a more active fund management

How has Mark Evans helped you?

Helped merge three pension pots to one. Reasonable growth in difficult market

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing specific

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

The need to invest money soundly as well as to have someone reliable and approachable. Mark fits the bill perfectly.

How has Mark Evans helped you?

Mark has helped me invest in ISAs, premium bonds as well as planned my pension requirements.

Have you seen the outcome you were hoping for?

Absolutely. My investments have grown as expected and my pension advice has helped me to plan my retirement.

What could they have done better?

Nothing in particular.

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

Funds raised from the sale of a property.

How has Mark Evans helped you?

Advise and implementation of savings management as well as pensions and life insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Please provide a brief comment about your experience with Mark

Mark seems a very approachable person

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

Took my pension as a lump sum

How has Mark Evans helped you?

Strong advice, well managed my pension, friendly service

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Unsure they could have helped more

Please provide a brief comment about your experience with Mark

Mark was very approachable and friendly, he explained the process and took time to discuss the forms I needed to fill in and went through the questions and answers in an easy to understand way.

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

wanting to put various different pensions into one place

How has Mark Evans helped you?

very good advice throughout

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I know he is required to have meetings but as I do not have any intention to take my pension for some time I do not personnaly require these meetings as I trust Mark is looking after my interests

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

I needed an advisor to manage my self invested pension funds, who could grow the wealth invested with it.

How has Mark Evans helped you?

Mark has invested the funds well growing the pot under difficult market conditions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to my knowledge

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

Need to invest

How has Mark Evans helped you?

Offered products

Have you seen the outcome you were hoping for?

Yes, have had a good return on my investments

What could they have done better?

Not aware of anything

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

pension

How has Mark Evans helped you?

advice

Have you seen the outcome you were hoping for?

yes

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

Pending my retirement

How has Mark Evans helped you?

Yearly assessment

Have you seen the outcome you were hoping for?

Not always but times changed

What could they have done better?

Unsure

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

I needed an adviser to transfer my Pension from a final salary pension to a drawdown and was more than happy with how that transfer went

How has Mark Evans helped you?

Mark carried out the transfer and has continued to monitor and advise on my pension

Have you seen the outcome you were hoping for?

Initially but less so now

What could they have done better?

Less changes to my pension, reduced adviser fees

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

Bad advice/experience from previous FA

How has Mark Evans helped you?

Sound afvice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing so far.

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

Looking for future retirement planning.

How has Mark Evans helped you?

Has helped us to choose the right product for our needs.

Have you seen the outcome you were hoping for?

Yes,

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

Planning for retirement

How has Mark Evans helped you?

In initially understanding the options available to me and also better understanding the risks involved in the various options and how to manage them

Have you seen the outcome you were hoping for?

Yes in the most part

What could they have done better?

Nothing really springs to mind

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

Retirement

How has Mark Evans helped you?

Looking at the overall picture of retirement

Have you seen the outcome you were hoping for?

No

What could they have done better?

Anticipate the market

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

Investment & financial planning

How has Mark Evans helped you?

No comments

Have you seen the outcome you were hoping for?

No

What could they have done better?

Understand my specific expectations and focus on a more bespoke investment portfolio.

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

i needed to transfer my pension

How has Mark Evans helped you?

By investing and growing my portfolio

Have you seen the outcome you were hoping for?

Not quite but that is more due to the marketplaces reaction to the ongoing wars

What could they have done better?

Bigger returns would be good but thats never guaranteed

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

I needed straight forward advice on retirement income. My understanding of financial management is extremely limited and hence I require ongoing advice and clear explanations.

How has Mark Evans helped you?

He has provided advice and regular face to face meetings to review my pension plan and investments.

Have you seen the outcome you were hoping for?

Yes, I have.

What could they have done better?

I am very deaf and Mark talks quite fast making him quite difficult follow sometimes.

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

My husband had advice from Mark and we had some funds.

How has Mark Evans helped you?

Managed investments we jacked the confidence to do for ourselves

Have you seen the outcome you were hoping for?

No. But i consider that this is down to the stock market rather than because of the advice we received.

What could they have done better?

The issue was the market not the advice given

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

Took him to help us plan our tax efficiently

How has Mark Evans helped you?

Mark has helped us planned our bottom line and he looks after our project passionately

Have you seen the outcome you were hoping for?

yes, way more than that - Mark is super knowledgeable

What could they have done better?

They are perfect

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

I was initially looking for an advisor for my private pension. Mark came highly recommended and after speaking with him initially I instantly realised that I was in very safe hands.

How has Mark Evans helped you?

Marked has helped me understand how to make the most of my pension and explained things in a very easy-to-understand way.

Have you seen the outcome you were hoping for?

Yes, Mark has helped me navigate the confusing world of pensions, and the regular updates and market analysis he gives are very easy to understand and I know where and why my pension is being invested.

What could they have done better?

At the moment in time there's nothing else Mark could do to improve on his service :)

Please provide a brief comment about your experience with Mark

Met up with Mark and I was able to discuss my pension and cover plans.

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

A need for financial advice

How has Mark Evans helped you?

He has organised my investments and given me peace of mind.

Have you seen the outcome you were hoping for?

Yes, all in a very easy to comprehend way.

What could they have done better?

Nothing, very happy with service.

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

I had inherited some money

How has Mark Evans helped you?

Took the time to listen to me and understand what I wanted. Gave me good advice in a straightforward way that I could follow

Have you seen the outcome you were hoping for?

Yes things are as he explained

What could they have done better?

Don’t think so

Please provide a brief comment about your experience with Mark

I have had no contact with Mark Evans.

Please provide a brief comment about your experience with Mark

very experienced and knows his stuff. Easy to talk too.

Please provide a brief comment about your experience with Mark

Straightforward advice.not pushy,no hard sell,no blinding with science.left it up to me to contact him as and when we are in a position to invest.

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

Very poor advice from previous FA leading to significant financial loss.

How has Mark Evans helped you?

Sorted the investment portfolio in a much less risky environment and continual growth has enabled us to recover our losses in time for our retirement.

Have you seen the outcome you were hoping for?

Yes with the uphill struggle we faced Mark has done very well investing our funds and now we are able to enjoy our retirement with a lot less worries. We feel he always has our financial security at heart which enables us to trust his advice.

What could they have done better?

Mark has such enthusiasm and knowledge that he wants to get his feelings and passion over to us too quickly and we would appreciate a slower dialogue to take everything onboard and understand all his wise words of advice better.

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

I wanted some advice about how to best save for my future.

How has Mark Evans helped you?

He spoke to me about my pension and savings options.

Have you seen the outcome you were hoping for?

I transferred an old work pension and have increased my own contributions. Everything seems good at the moment.

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

I approached Beaumont to look into my pensions

How has Mark Evans helped you?

Mark carries out a thourgh review, highlighting the strengths and weaknesses of the pensions before tailoring a plan to fit my retirement objectives

Have you seen the outcome you were hoping for?

The plan is in place and appears to be working as agreed

What could they have done better?

Nothing, Mark was helpful, took the time to understand my needs and presented a well throughout and suitable plan. Thank you

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

To set up a new pension

How has Mark Evans helped you?

Set up a new pension, enabling me to start saving for retirement

Have you seen the outcome you were hoping for?

Yes

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

I wasn't happy with how my pension was performing.

How has Mark Evans helped you?

Mark looked into my current pension and gave some good advice.

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?

I recently came into some money and was unsure what to do with it.

How has Mark Evans helped you?

Mark sat down with me and showed me a number of different ways that I could invest my money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think anything else could have been done better. thanks Mark.

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

I wanted some help sorting out my pension.

How has Mark Evans helped you?

Mark showed me a number of different options which best suited my requirements.

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?

I recently inherited some money and wanted to look at investing it, I don't have much investment knowledge and wanted to find a local adviser.

How has Mark Evans helped you?

Mark spoke to me about how I could invest my money, I decided to invest a portion of it to see how things go.

Have you seen the outcome you were hoping for?

It's too early to tell at the moment, though so far so good.

What could they have done better?

None at the moment.

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

I had received some money that was left to me by my grandad in his will and wanted to know the best way to invest it.

How has Mark Evans helped you?

Mark asked me lots of questions about what I had planned for the money and how comfortable I was with investing, and then recommended the best investment for me personally.

Have you seen the outcome you were hoping for?

Yes, although things dip occasionally, I have had good returns, and Mark had explained that things go up and down, so that put my mind at ease.

What could they have done better?

Mark was very approachable and explained everything really well, so I was very happy with the service I received.

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

I had a frozen pension I wanted some advice and a friend recommended Mark.

How has Mark Evans helped you?

Mark gave me some advice regarding my pension and the options available to me, I was given time to think about this before making a decision.

Have you seen the outcome you were hoping for?

I am happy with the way my pension is now performing and the time that Mark spent with me explaining everything.

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

I contacted Beaumont to look at an old frozen pension for me.

How has Mark Evans helped you?

Mark went through all the options for me to consider I decided to move my frozen pension.

Have you seen the outcome you were hoping for?

My pension is doing well, I'm very happy with Mark's recommendation.

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

I recently inherited some money and wanted some advice regarding investment option.

How has Mark Evans helped you?

Mark was very helpful and discussed various options with me and explained everything in detail.

Have you seen the outcome you were hoping for?

I am happy with the performance of my investments and the service that Beaumont provide.

Please provide a brief comment about your experience with Mark

Very quick response. First meeting with Tom went very well

Please provide a brief comment about your experience with Mark

Mark was the original person who was coming to see me from Beamont. In the end is was Thomas Parmiter. The scores reflect Tom's performance.

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

Approaching retirement age.

How has Mark Evans helped you?

Consolidation of the various pensions I held and selection of funds moving forwards that match my criteria.

Have you seen the outcome you were hoping for?

Yes, the pension funds my wife and I now hold have grown considerably.

Please provide a brief comment about your experience with Mark

Good

Please provide a brief comment about your experience with Mark

didn't see Mark

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

Reviewing my pension arrangements.

How has Mark Evans helped you?

Put all my pensions in a lump sum and hopefully they will gain the most interest.

Have you seen the outcome you were hoping for?

The value is increasing but we will have to wait for the final outcome.

What could they have done better?

Don't think there was anything further to improve

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

I was approaching retirement and realising that as my understanding of finance was very limited, I needed some very clear advice. Mark Evans was recommended to me by my accountant Andrew Clarke.

How has Mark Evans helped you?

Mark Evans has been my financial advisor for at least the last ten years. During that time Mark has given me consistently sound advice with very clear explanation on investments and the setting up of my pension.

Have you seen the outcome you were hoping for?

Yes and in many cases my expectations have been exceeded.

What could they have done better?

Spoken slightly slower.

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

Mark was recommended by the company that I work for. I needed good clear advise on my finances, which I had never had before!.

How has Mark Evans helped you?

I now have very clear paperwork from Mark and the staff in his office. we have regular meetings to discuss investments. My money has grow at a very good rate during our time together.

Have you seen the outcome you were hoping for?

We are on track with our predictions for my retirement.

What could they have done better?

I am total satisfied with all of my dealings with Mark and his office

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

My wife and I originally sought pension advice. Mark Evans took over the servicing of our files following the departure of our adviser from the same firm.

How has Mark Evans helped you?

Mark Evans instantly showed that he understood our needs and wishes and we felt able to place our complete confidence in him. We felt extremely comfortable, especially when he was able to guide us further in additional areas.

Have you seen the outcome you were hoping for?

Yes. Mark Evans introduced me to a pension provider with whom I have happily stayed and when we needed funds for a house extension Mark found us a good 10-year mortgage which has now been discharged after a painless term and one which, owing to the national economic situation, turned out to be a very advantageous one as well.

What could they have done better?

Nothing, really. We realise that our account is one of the smaller ones in Mark Evans' portfolio but as his firm has grown this has in no way affected the level of service and approachability we have experienced fom the outset. He has time for "the small man" and in our particular circumstances we appreciate his readiness to make home visits when preferred.

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

As a retired single lady I needed my inheritance from my parents to last me through my retirement.

How has Mark Evans helped you?

After ten years of living comfortably my capital is much the same as when we started.

Have you seen the outcome you were hoping for?

Absolutely, and he explains everything so well.

What could they have done better?

he has done all that I needed.

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

Needed to plan for retirement.

How has Mark Evans helped you?

Explained the various factors involved to enable me to make an informed decision as to my future financial planning.

Have you seen the outcome you were hoping for?

My retirement savings are growing.

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

Received an inheritance and was not sure how best to invest the money. Also had a pension I was unhappy with.

How has Mark Evans helped you?

Mark was very helpful and sorted everything. The whole process went smoothly and was all arranged very quickly.

Have you seen the outcome you were hoping for?

Definitely. I am very happy with the returns I have seen.

What could they have done better?

Nothing I can think of. Mark is always contactable and his team deal with any queries I have efficiently. I have yearly reviews and am very happy with th service

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

Had a number of pensions set up with different providers and some savings accounts earning very little interest. Wanted advice on how to get everything in one place and make my money start working for me.

How has Mark Evans helped you?

Mark helped me get all my pensions in one easily manageable and trackable set up so I knew where I was. Also assisted with getting my savings in a more tax efficient arrangement.

Have you seen the outcome you were hoping for?

I'm more relaxed and no longer stressing about tracking my investments and pensions. I feel more confident in my retirement plans.

What could they have done better?

Nothing really. Explained whole process well and is always available if I need advice. I'm very happy with the outcome

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

I needed to manage my money more efficiently!.

How has Mark Evans helped you?

Mark has assisted me in amalgamating my various investments and has helped me plan out my future investment portfolio.

Have you seen the outcome you were hoping for?

To date yes and a little more in a difficult market.

What could they have done better?

Not much to be fair it's a very professional service.

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

i wanted to ensure i am maximising my pension investment pot as i was not happy with current performance.

How has Mark Evans helped you?

he was objective in his advice and seems to have extensive knowledge of this part of the sector which gave me confidence to move ahead with him.

Have you seen the outcome you were hoping for?

yes, returns are more in line with expectations now.

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

I had a variety of works pensions & requiredv them to consolidated.

How has Mark Evans helped you?

I handed ali the paperwork I had over to Mark & in 3 weeks he a proposition for me.

Have you seen the outcome you were hoping for?

I certainly have with a good tax free payment & a monthly pension.

What could they have done better?

I cannot find any fault with their work

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

To organise my pensions.

How has Mark Evans helped you?

Explained my options clearly and set out an action plan.

Have you seen the outcome you were hoping for?

Yes, my pensions are on track.

What could they have done better?

Nothing I can think of

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

We needed advice on our savings and personal pension pots.

How has Mark Evans helped you?

He sorted all our small pensions into one useful pension and advised on the best investments for our needs.

Have you seen the outcome you were hoping for?

Yes, we have achieved a reasonable pension in difficult times.

What could they have done better?

We cannot suggest any other outcome

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

Previous adviser caused the loss of a substantial part of our pension pot.

How has Mark Evans helped you?

By wise counsel to try and recuperate our losses before retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Always keep things simple and so be able to communicate what the investments are about so normal folk can understand. Try not to speak too quickly and be prepared to repeat important facts.

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

I was facing some complicated Financial Issues I really didn't understand and also wanted to making sure my pension is suitable for when I reach retirement.

How has Mark Evans helped you?

Mark explained things in simple terms he was patient and understanding and helped me understand and put a plan in place in order to achieve my goals.

Have you seen the outcome you were hoping for?

Yes everything is working well from my investments point of view, and the plan we put together is helping put my pension in order for my retirement.

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

I had money to invest after the sale of a property.

How has Mark Evans helped you?

Provided clear advice.

Have you seen the outcome you were hoping for?

Very pleased with my returns.

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

Dissatisfaction with the way a previous pension fund was performing.

How has Mark Evans helped you?

Providing clear advice based on discussing the options. Subsequently he has also advised on the investment of a capital sum. Again this was done on the basis of a clear discussion of the options and agreeing that a lower risk profile was appropriate for this investment.

Have you seen the outcome you were hoping for?

Yes - a SIPP was set up and has performed very well over the last years.

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

That time in life when the big items were no longer taking the majority of your income. So sound financial advice was paramount to enable ( as far as possible ) a worry free retirement. We are happy to say Mark Evans has, and we are sure will continue to ensure this is the case.

How has Mark Evans helped you?

With very sound financial advice in all areas relating to investments. The advice given was always with our best long term interest in mind.

Have you seen the outcome you were hoping for?

We have, and in most cases surpassed our expectations.

What could they have done better?

Very little if we were to be very critical. The only area would be when the financial markets take fright, then we would appreciate Mark being proactive with some accurate and hopefully soothing comments.

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

Need for professional advice.

How has Mark Evans helped you?

He understood our needs and gave us 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?

Looking to combine/rationalise a number of small pensions into a single package.

How has Mark Evans helped you?

Gave advice and made the process possible.

Have you seen the outcome you were hoping for?

yes.

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

I had a number of 'paid up' pension funds with different providers that were no longer being actively managed and were originally with companies that no longer exist. I was worried they would not allow benefits under the new Pensions Options and wanted to combine them into one 'pot' that would be managed effectively, and provide a platform to invest more into that pot in the future.

How has Mark Evans helped you?

Although I suspect my pension pot is relatively small compared to many, Mark spent time in looking at the options, considering my approach to risk and was open and transparent with his fee structure and ongoing management costs. I was confident that he was giving good advice and was happy to take that advice. He was very clear in describing how the process worked and which funds he would recommend putting the pension fund into and why.

Have you seen the outcome you were hoping for?

I am confident that Mark's ongoing management of my investments and pensions will reap benefits in the future and help me achieve my retirement goals.

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

Wanted to consolidate multiple existing work & private schemes into one SIPP.

How has Mark Evans helped you?

Along with his very efficient office admin staff, he managed the transfer smoothly & recommended a balanced portfolio for my SIPP. He devoted time in the initial meetings to really understand my personal situation & risk profile.

Have you seen the outcome you were hoping for?

Yes in terms of the profile of the portfolio he has recommended, but with the recent turbulent economic climate I have not seen the returns I would have liked.

What could they have done better?

Slow the pace of review meetings. I know Mark appreciates that I have a reasonable financial understanding through my occupation, but sometimes I feel it would help to take it slower, just to be sure we have covered all angles. My mind perhaps doesn't work as swiftly as Mark's!