What our clients say
I have known of Mark for some 25 years as a trusted adviser to my parents. I actually met him in 2003 when I found myself needing careful financial advice at the beginning of my divorce 'adventure'.
During this difficult personal time he not only recommended a firm of solicitors, a new bank account etc, but offered constant good advice, useful suggestions and new ideas. When my nightmare was over, Mark therefore, had a very clear understanding of my new circumstances and has guided and advised me ever since.
Together with his partner Alison, who has also been a brilliant support, I have been helped with mortgage, insurances, investments and personal advice. They are both well informed, skilled, thoughtful and impartial and have a great understanding of 'the individual', sometimes better than the individual themselves!
I cannot imagine where I would be without their support and advice. I hope that Mark will continue to be my 'secret weapon' in dealing with the complication and confusion of financial matters.
I am most grateful to them both and hope that you may come to know the same for yourselves.
Quite possibly the most patient man on the planet. Mark has been my reliable financial guide for more than 20 years during which time his unimpeachable integrity has allowed me to focus on building a business, knowing there is a safe hand on the tiller of my financial future.
Not having much experience with financial planning and needing advice I made a search and after speaking with several advisers from differing companies I met Mark.
I was impressed with his professionalism and friendly manner on meeting and he was soon able to assess that I wished to proceed with caution as I was such a novice. The advice required has covered a wide range and Mark is available at any time to help.
He never pushes me to make changes before I am ready to and is always ready to explain again if I am unsure. A plus is the sense of humor which accompanies the meetings and is much appreciated.
Mark is a real nag and the best devils advocate I think I have ever met - which is why I shall not become a bag lady sitting on the Strand wearing a large, flowered and interesting hat.
Or, to put it another way, if I had not had Mark whispering in my ear and giving me great advice for over 12 years I would not be about to buy the house of my dreams. Flippant, this may sound, but it certainly is not. Mark encouraged me to invest, think about my future and my families - what I wanted today and in 20, 40 years time. It comes down to trust and I trust Mark. Yes, we disagree sometimes but so we should. Nag and devils advocate I have already mentioned. There is also inspiration, enthusiasm, courtesy and huge amounts of empathy and humor.
Mark Wilkin is the Senior Partner in Alexander Rowan and has been an Independent Financial Adviser for over 35 years, prior to which he was in banking.
Marks experience is wide and varied, as indeed are his clients, some of whom have been with him for over 30 years.
Becoming saddened at the bad publicity given over to pensions in the press, Mark now focuses his financial advice on pension performance, using a combination of technology, experience, bespoke software and up to date valuations, along with the client’s requirements, to make sure that your pension(s) is working as hard as it can for your secured future.
We really listen to our clients and reflect to them in their own words what they want to achieve. Regularly reviewing and constantly building clients own confidence as their life changes.