Chartered Financial Planners

“We have dealt with Mark since 2004 after receiving an inheritance. He has a thorough understanding of our financial situation, attitude to risk and objectives. He is very knowledgeable and approachable. The outcome so far has been very good and investments continue to perform well. Would definitely recommend Mark's services.”

“In our search for a new IFA, we chose Mark for the following reasons. Firstly, having set up his own company, we felt he was more likely to be very customer orientated; secondly he was the right age to show enthusiasm and energy, balanced by good experience. Finally, and perhaps most importantly, he had a sound professional background within the finance sector backed up by a wide range of relevant qualifications. We appreciate that during our meetings, Mark takes a genuine interest in our affairs and has excellent interpersonal skills; this is then always followed up by sound research and advice. Nothing is too much trouble for him. We know that our investments are safe and growing and thanks to Mark's good management, they are in a healthy enough state to look after us in retirement.”

“We have enjoyed an excellent working relationship with Mark Bird for over 20 years and have the greatest respect for his unfailingly informative and well considered advice. Mark is totally professional and trustworthy and has helped us to plan effectively as we moved from our working lives into retirement. We have been particularly grateful for Mark's support during the recent turbulent global and national financial situation and would not hesitate to recommend his services to others.”

“Mark has been advising on our financial planning matters for both our Business and for my wife and I regarding our personal financial planning since 2003. Mark's help and advice which is presented in a simple to understand format made our planning for both the Company and our personal financial future expectations easy to understand and manage. As we have now reached retirement, we know that we certainly made the right choice, and in view of our excellent experience with Mark, we have no hesitation in recommending his services.”

“My husband passed away unexpectedly. Mark was extremely sympathetic and gave, as always, very useful advice. He pointed me in the right direction and because of this I was able to receive funds that I otherwise would not have received. As a widow, I am still a good way away from feeling that my circumstances have settled down. However, due to Mark's kindness and expertise I am in a much better position financially than I might have been otherwise.”

“We have regularly asked Mark for financial advice. He is always patient with us and takes considered time to explain the best options based on our personal circumstances. As we are quite limited in our understanding of savings/investment opportunities, without Mark we would have struggled to make the best of our savings. Mark is confidently conversant with all aspects of savings/investments and I really dont think our retirement funds would be as healthy without Mark's advice. Our changing circumstances means that Mark has plenty of opportunity to help and guide us. We are pleased with the returns made on our investments and are currently considering inheritance planning options.”

“Mark has great patience and explains issues very clearly. He has a clear grasp of our position and requirements. His advice is tailored to our requirements and no pressure is exerted to try and get us to move away from what we feel we need.So far his advice has proved very effective in managing our finances.”

“Mark has been advising me for the past 12 years, he always takes time to review and understand my requirements and to explains options. I know I can contact him at anytime for advice and I am confident he will always act in my best interests.”

“Mark is very thorough, allows plenty of time to discuss/absorb information, is clear and patient in explaining product details and advice, listens extremely well and adjusts advice accordingly. He pays attention to detail as well as the bigger picture and is very polite and considerate. Mark has given a truly excellent service to myself and my family for many years, allowing us to feel secure and confident in our financial affairs.”

“Mark has increasingly helped us with any problems and questions as my husband's health slowly deteriorated. I feel he has advised us very well with our financial planning and gets the best out of our investments. Furthermore, he has always answered promptly when an unexpected document arrived which we did not want to deal with before having referred to his advice. As I am getting older myself now, I have asked Mark for advice and guidance to enable me to decrease the inheritance tax for my children upon my death. Once again, I had excellent advice and the appropriate action was undertaken straight away and I am very grateful and pleased.”