“After receiving a significant inheritance I felt completely overwhelmed when considering the best way to invest my money. Thankfully, a trusted family member suggested I speak with Mark and what a great decision that was.
Mark is the ultimate professional who is also friendly and approachable. When assessing my financial wants and needs I never felt judged; the decisions were made in a collaborative manner and personal to me.
I can’t recommend Mark highly enough. I am thrilled with the return on my investment and our ongoing meetings, to review progress, serve to prove that my money is in safe hands.”
Karen Ogilvie
“We used mark after being recommended by a family member, he has been exceptional is all aspects, from arranging our mortgage to advising on life insurance. He sought the best deals and kept us fully informed throughout this process. He took the stress out of the mortgage game in very unsettled times and we are super grateful. My husband and I would not hesitate to use him again.”
Nigel and Debbie Pinder
“Mark has been my financial advisor for about 20 years and I have always found his advice, help and support to be invaluable. He is totally honest and has always given thoughtful, unbiased, sensible advice based on my personality, situation and financial strategy. Organised and efficient, he has helped create the perfect financial plan to meet my changing needs and he has been a key-player in my financial success. I whole-heartedly recommend Mark to anyone.”
Elizabeth Highton
“Stepping into a world where solid financial help and guidance seemed daunting what a find Mark was! Confusion vanished, matters swiftly brought into hand, complications simplified and a range of services easily and effectively delivered. Good solid returns now in place and concerns all nailed without pressure or compromise – an advisor worth his weight in ISA’s!“
Robin King
“Mark has handled our financial affairs for over 25 years. I would highly recommend him for his clear jargon-free advice and excellent results.”
Johnnie Pakington
“Our business has worked with MBS for quite a few years and found him knowledgeable and responsive for our business, whether that is providing advice or arranging mortgages for our clients or providing personal tax and financial advice to the directors of the business. Would definitely recommend him.”
Ian Garcia
East of Exe Estate Agents
“When Mark asked what I wanted my pension to provide I said sufficient money to purchase a small Caribbean island. We fell slightly short on that fantasy, but he has created a pot of money that allows us to visit someone else’s for a week or two a year.
Mark has managed our pension, mortgages and personal insurance for over 30 years. He visits us at least once every year to update us on our investments and offers advice while dealing with any queries we may have.
I am self employed and work long hours. I simply don’t have the time and more importantly the knowledge to review my plans and objectives financially, and so feel grateful that Mark has done such a great job for my wife and I.”
Ian Neilson