I was taking voluntary redundancy and opting for early retirement, I needed to consolidate my investments and pension pots with a view to a better rate of return, but also implementing an ethical/green investment policy. Mark explained how the managed fund I would be investing in (with Zurich) would be split over a number of investments tailored to my needs (i.e. predominantly green or ethical funds), and which were expected to yield an appropriate rate of return. The investments Mark recommended have been doing extremely well (exceeding expectations and certainly FTSE 100) - despite post Brexit volatility. However I have only been investing for 8 months, and cannot comment on the long term prospects.

I was retiring at the end of 2016 and needed advice on my pension options. Plus I wanted to explore opportunities for investment. Donna took careful note of what I was looking to achieve then advised on the options that best suited, securing a better annuity for me and finding the right investment portfolio within my level of acceptable risk. The outcome is exactly in line with Donna's proposed solution.

I was approaching early retirement and I had four different private pensions and I wanted advice on gaining access to them. My wife also has a small private pension. Mark recommended bringing all the pensions under one roof and advising income drawdown instead of buying annuities. My wife and I now have easy access to our pensions and investments with one investment company in a wide range of funds. We do not feel that Mark could have given better advice. We feel that our investments are achieving good growth as well as being more secure