Mark Insley

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

I required advice to plan for retirement ( a few years ago) that took me to a point of maximising my pension contribution capability. Subsequently advised on the investment of the sale proceeds of a business I part owned. Helped greatly on inheritance planning, and subsequently gifting gifting to children and close relatives children.

How has Mark Insley helped you?

Created a varied portfolio of investments that have overall performed well. Worked closely with my Tax Accountant to make an early start on IHT planning, and

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I deal directly with Mark and when I have an issue or question he normally has the answer or reaches out to discuss further very quickly so I am not sure what needs changing. Structure, frequency & accuracy of the asset summaries has greatly improved.

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

Retirement

How has Mark Insley helped you?

As above

Have you seen the outcome you were hoping for?

Work in progress

What could they have done better?

Too much paper but that is not Mark’s fault

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

Continuation from previous adviser

How has Mark Insley helped you?

Calm and confident

Have you seen the outcome you were hoping for?

All good to date

What could they have done better?

Not much

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

I have been well advised by James M for many years and moving to Mark was a natural progression

How has Mark Insley helped you?

By explaining option open to me as I head into retirement. He has a pleasantly confident manner and is easy to talk with.

Have you seen the outcome you were hoping for?

Yes. I am more aware of options and more interested in understanding how money works.

What could they have done better?

There was a little email confusion at first , with repeated emails sent by different people , and delay in moving forward initially.

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

I was approaching retirement and wanted to plan for having sufficient income for retirement as well as helping the next generation as they reached the age of needing to purchase homes and preparing as best as I could for reducing inheritance tax

How has Mark Insley helped you?

He helped enormously in preparing for the above and as a result I feel I am doing the best thing for preparing for the future. I know that he will continue to review things as the years advance and my circumstances might change

Have you seen the outcome you were hoping for?

Yes. I now have systems in place so that I don’t feel anxious about how to manage as I get older.

What could they have done better?

So far nothing.