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Client Testimonials

What our clients have to say about Chartered Independent

Being within a couple of years from retirement I was keen to consolidate the pensions I had into a single provider. The help and guidance I received from Mark was exceptional. He achieved what was needed and provided regular communication with me throughout the process and does so to this day. I would have no hesitation in recommending Mark to anybody requiring pension advice as they would be in the hands of a highly professional and capable individual.


Initially I felt quite intimidated by the complexity of the world of pensions and financial planning. What I have appreciated most about Mark is the way he explains sometimes complex issues, in a clear and unpatronising way. He is always willing to listen and answer questions, which in turn has increased my understanding and confidence to manage my retirement income. Mark always acts with the utmost integrity and professionalism, I wouldn’t hesitate to recommend him and Chartered Independent Ltd.


Mark is a very approachable and knowledgeable financial advisor. He researched and created an investment strategy based upon my ethical concerns, including sustainability which I really appreciated (which thankfully performed well). Mark has also helped me manage my pension and explained my retirement options as I reach retirement age. I would definitely recommend Mark as a financial advisor, even for people with little understanding of financial matters.


Lucy has been helping me and my father with his legal paperwork and has been nothing but helpful. Lucy has made the process easy to understand and has taken time to explain processes and has guided us through the process the whole way. Knowing we can rely on Lucy to advise us and help make the best choices has been invaluable and we won’t hesitate to contact her with any issues in the future.

Rhian and John

Want to discuss the opportunities and challenges you may face?

For a free, independent and no-obligation conversation regarding your current financial status and future aims, please contact us today. To find out more about how we can help you, please contact 01952 250024 or email