I believe in forming long-lasting relationships with my clients and providing an ongoing service is vital for achieving their goals
What our clients say
Mark always made time to talk to us and explain the processes so we fully understood. We will always go to Mark first for advice and would recommend his services to friends and family.
He keeps in contact with us (but doesn't pester), he 'shops around' for the best investments for us. He explains what he is doing and is very clear and transparent.He is never late for appointments and is always courteous and helpful - he explains his commission charging!
Mark very carefully drew out from us our circumstances relative to finance, and made us aware of all possible paths to keep our financial future on the right kilter. While we were in fact fairly well in control of our funds as a result of various advisers over the years, Mark was able to tweak elements of our situation to a safer more comfortable level.We know we can call upon Mark at short notice if required, but otherwise he is there in the background watching our best interests and meets with us regularly on a longer term basis.
Mark is a very amenable character and has tried to make me more organised with my finances. He gives good advice and I would recommend him.
Mark always listens to my requirements and explains why he recommends the different types of investments and understands my need for caution
Mark is friendly, reliable and trustworthy. He is always quick to respond and flexible to fit to my availability. He provides an excellent and professional level of service and I would recommend him to anyone needing financial advice.
Mark has been very efficient and helpful with my financial planning.He is very efficient researching funds for my Investments and monitoring their performance.He is always available for a quick chat if I need some advice on my Investments.
Mark offered our group an excellent service. He clearly set out his fees and helped us set out the goals we needed to reach for this process. It is clear to us that his industry knowledge is first class as he helped us make made the right decisions. He gave good back up and follow up services at all times.
Mark has always been very professional from first meeting through his full service offering. I particulary like Mark's ability to explain the complexitity of the financial world in a way that I can fully understand and make confident decisions.
Understands the way we think and our attitude to risk very well. Takes the time to listen and is very helpful.
We found that Mark has extensive knowledge of all areas of financial advice. He is able to explain in easy to understand language the more complex aspects of financial services. For us he weighed up the pros and cons of Junior ISAs, our ISA, pensions and life insurance and helped us to evaluate and understand risk to make informed decisions. Mark's friendly approachable manner really puts us at ease whilst his service is extremely professional.
Mark was extremely professional, we felt very well looked after and received a fantastic personalised experience. He was very imformative and all communications from him were received in a timely manner as promised. Nothing was too much trouble, Mark worked quickly and efficiently to ensure we got the best deal in a very short space of time.
Very happy with the service, nothing we felt he could do better. We will ensure we recommend him to all our friends and family.
Mark, is a friendly and very personal advisor, who knows his stuff. He always gives impartial advice and the best for your circumstances, I have no hesitation in recommending him to anyone seeking advice.
Mark has been a very helpful Financial Advisor for the past few years. His advice has alway been very helpful in making financial decisions. He has a very polite and friendly demeanour and everything is explained in understandable terms. I would not hesitate in recommending Mark as a Personal Financial Advisor.
Mark advised my partner and I on Life Insurance as we have started a family and bought a large house together. After looking at confusing comparison websites, we spoke to Mark who was able to explain cover/policies in simple terms and obtained really competitive prices!! If you want sound financial planning advice, look no further.
I am an independent financial adviser for 2plan wealth management, providing advice for clients in their own home on savings and investments, pensions, Inheritance Tax Planning (IHT) and protection. As I am experienced in a range of financial areas, I am able to provide a complete and personal solution to my clients' financial matters.
I provide an initial consultation at my cost and work on a fee basis for savings, investments and pensions. I am based in Catherington and have enjoyed advising clients for 12 years. I have clients all over Hampshire as well as Sussex and Surrey.
If you are currently asking yourself any of these questions:
• When was the last time I reviewed my financial needs and goals?
• How do I achieve the best from my savings/investments?
• What do I need to do to ensure the financial security of my family or business if I were to die or become seriously ill?
• Am I saving enough towards my pension to ensure a comfortable retirement?
• I am retiring soon and need advice - should I take the tax free cash? What options do I have at retirement?
............then I will be able to help
As an independent financial adviser I can help you work to achieve your personal financial goals.
I have many years experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate through their financial journey towards their aims – from protecting their family, right through into retirement and all the investment decisions along the way.
Of course, every client is unique, and so my approach is entirely personal; the aim is to get to know each individual and understand what’s important to them to provide the correct solution.
Where to find us
Head office address: 63 Glamorgan Road, Hampshire, Waterlooville, PO8 0TS