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Client based in Cheshire
Mark provided clear, concise and understandable information on the options that were available to us. He talked us through our risk profile and provided sound advice on the action for us to take going forwards.
Client based in West Yorkshire
Mark is excellent at explaining the complexities of investing to somebody with very little understanding of financial matters. He has devised a portfolio of investments that should give me a comfortable living. Heās a likeable, approachable person with so much patience.
Client based in Cheshire
When we were looking to set up a trust fund for our daughter, Mark talked us through every step of the way. He made sure we fully understood the nature of what we were looking to achieve and formulated a sensible approach to the trust investment.
Client based in Cheshire
Having released equity from my house sale, I needed specialist advice regarding how to invest the money to achieve the best return. Mark helped by producing a comprehensive financial portfolio. He thoroughly explained how the service worked and was very helpful and professional throughout the whole process.
Client based in Cheshire
Mark has helped a number of my clients with key person insurance. Heās also reviewed my pension pots and advised me on the best way to manage them moving forward. I value that heās available when I call.
Client based in Cheshire
Mark has listened to what I want to achieve and created a portfolio of investment products to meet my needs. He has clearly explained the options that are available to me along with the beneļ¬ts and risks of each of the investments he has recommended. Mark has been my ļ¬nancial adviser for over 10 years and during this time I have been very happy with the quality of the advice he has provided to me.
Client based in Cheshire
Mark helped by initially spending time to understand my goals and objectives not just from a ļ¬nancial point of view but also for my life in general. He produced a detailed report that reļ¬ected our discussions and included recommendations which encompassed an overriding strategy. Mark has advised me on other important ļ¬nancial matters such as my pension, retirement income and inheritance planning.
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Important information
MGT Financial Planning Limited is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. MGT Financial Planning Limited is entered on theĀ FCA registerĀ under reference number 953054.
Registered Address: 7 Christie Way, Christie Fields, Manchester, M21 7QY. Registered in England & Wales No.: 13377163
The information contained in this website is aimed at UK consumers and should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses arenāt able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
Contact details
7 Christie Way
Christie Fields
Manchester M21 7QY
United Kingdom