What our clients say
Mark was recommended to us and we have found his manner, punctuality and flexibility (to be available to suit our needs) to be exemplary.
Moreover, his background and preparatory work enabled him to present our retirement options in a relaxed and professional but unambiguous manner which allowed us to make the best and informed choices.
I would have no hesitation in recommending his services to anyone who is thinking of retiring, or indeed has need of any other financial guidance.
I would like to offer this testimonial to show appreciation of your handling of our portfolios.
Mark has looked after our portfolios for a number of years and has always conducted himself in a professional friendly manner. His advice has always been clear that markets can fall as well as rise making sure you are fully informed of potential risks.
The investments my wife and I have taken out have all made reasonable gains over the years so well done Mark.
Retirement Advice. I needed help, advice on private pensions and our financial affairs. How to achieve a regular income and maintain our present lifestyle in retirement. Lifelong Financial Planning and their Financial Adviser Mark did it all for me.
I have dealt with Mark with investments for many years. He has always been honest and found investments to my best interest which work for me, including where to invest pensions. He is trustworthy and friendly and explains everything in simple terms and would recommend him to friends and family.
27th September 2017
Mark has been helping with our finances for a few years now, he's always prompt and he explains everything in layman's terms so we understand what is going on with our finances. We would highly recommend Mark as his services have been invaluable. Thanks to Mark we now know where our money is and how it's working for us, we would give him 10* plus . Stephen/ Pamela
At Lifelong we embrace cutting edge technology, whilst maintaining a quiet respect for traditional values. We know our clients want an adviser who is accessible, a real person you can talk to and sit down with to discuss your financial affairs. But we also know that our clients want a slick, transparent, smart system which allows them to access their policies and value their assets, in real time, at any time.
With the world around us constantly changing it can be a confusing time to make decisions about your financial arrangements. Our aim is to take the stress away, and to help you make informed decisions based on your own personal requirements.