What our clients say
The service I have received from MJB in recent years has been exemplary. I was in a job which paid no pension and I desperately needed a Financial Advisor to take on my investments. Fortunately, I had a friend who was with MJB, who took over my investments and I quickly found that they had been put on the right track. I was concerned when he retired, but I needn’t have been when Mark Gordon took over my finances. He is extraordinarily helpful and I now regard him as a personal friend as he is so approachable and I can ask any financial question, however complex. Due to his efficiency, I now have a reasonable pension which more than covers my needs..quite impressive after worrying what I would be able to live on! Another thing that impresses me is that when Mark is on holiday, MJB still have staff that can reliably take over the running of my account. I thoroughly recommend MJB for any financial advice and I bless the day when my acquaintance put me in touch with them.
During our meetings Trevor ensures that I clearly understand the matters under discussion and that all my queries are comprehensively answered. He is thoroughly well briefed and professional in his depth of knowledge about the financial industry. His understanding of it and its products and how they are best applied to enhancing my personal situation is superb. In fact his enthusiasm for his subject has even kindled my interest, to the point where I now read the financial news with nearly as much interest as the rest of the paper! I have thoroughly recommended Trevor to friends and would have no hesitation in doing so to anyone seeking a thoroughly reliable independent financial adviser. My personal financial circumstances have never before been so well organised or productive. I am extremely happy with MJB’s services.
We are writing to record our thanks for the good service Mark Lloyd and MJB have given us regarding financial matters over the period of our recent retirements. We have found your response to our questions to be prompt and your advice to be straightforward and couched in understandable terms that financial novices like ourselves can appreciate! To date, the advice you have given us has translated into positive financial results and we look forward to an on-going relationship for the foreseeable future.
Bryan has been my financial advisor since I took early retirement in 2006 and now advises me, my wife & my Mother-in Law. He is always friendly, efficient, reliable & most importantly talks good common sense in helping us make the most sensible and effective financial decisions. Bryan is also one of the most approachable people you could wish to meet ….a very important trait when discussing financial matters, in my opinion.
MJB is an established local firm which is part of the Best Practice IFA Group Limited. We were founded in 1985 and became a limited company in 1998. Our four qualified advisers have years of experience of dealing with client's different financial needs. We use cutting edge technology to track our client's portfolios and analyse performance data. On-line log-ins are available so clients can view their investment valuations and other documents.
MJB has a reputation for reliability, integrity, and outstanding customer service. We are thorough, committed, qualified and experienced. Our advisers are friendly, trustworthy and responsible. We value our clients and take pleasure in providing a thoughtful, individual approach. We look after our client's portfolios including ISAs, Bonds, Unit Trusts and Offshore accounts. Pension legislation is continually changing so it's important you have up-to-date advice on all your retirement options.