We have known Mark Bird since 1996 when he first visited us to discuss and guide us through our personal pension details and see to our financial affairs. He has been looking after our pensions, life assurances and investments since then. Nothing is any trouble to Mark; he does exactly what he promises, promptly and willingly. He leaves nothing to chance. His detailed reports are easily understood and his opinions and recommendations always fit our circumstances. He is completely honest, trustworthy, patient, punctual and steadfast. There is nothing in our financial affairs that we wouldn’t trust to Mark Bird. We can thoroughly recommend his services.

Mark Bird has been advising on our financial planning matters for both our Business and for my wife and I regarding our personal financial planning. Marks help and advice which is presented in a simple to understand format has made our planning for the future of the Company and our personal future financial expectations easy to understand and manage, as we approach retirement in the next few years. In view of our excellent experience with Mark, we have no hesitation in recommending his services.

In our search for a new IFA, we chose Mark for the following reasons. Firstly, having set up his own company, we felt he was more likely to be very customer orientated; secondly he was the right age to show enthusiasm and energy, balanced by good experience. Finally, and perhaps most importantly, he had a sound professional background within the finance sector backed up by a wide range of relevant qualifications. We appreciate that during our meetings, Mark takes a genuine interest in our affairs and has excellent interpersonal skills; this is then always followed up by sound research and advice. Nothing is too much trouble for him. We know that our investments are safe and growing and thanks to Mark’s good management, they are in a healthy enough state to look after us in retirement.