01952 250024 admin@ciwealth.co.uk

Client Testimonials

What our clients have to say about Chartered Independent

We met Mark through the retirement of our existing Financial Adviser, and we are extremely thankful for that introduction as the advice and guidance Mark has provided has served us well as we moved into retirement. Mark is very personable, and our meetings take place in a relaxed and friendly atmosphere. He understands our goals and gives us clear advice at a pace both my husband and I can follow. Mark now advises our two sons, which gives us reassurance for their future financial security.

George & Ruth

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.

Steve

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.

Helen

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.

Adrienne

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 admin@ciwealth.co.uk

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Chartered Independent Ltd, 6 Church Street, Wellington, Telford TF1 1DG
Tel: 01952 250024 | Email: admin@ciwealth.co.uk

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The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Chartered Independent Ltd is an Appointed Representative of Best Practise IFA Group. Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority. Chartered Independent Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 622580. Chartered Independent Limited can also be found at Companies house (https://find-and-update.company-information.service.gov.uk/company/08030712). The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk or you can contact the helpline on 0800 023 4 567.

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