Financial Advisor Andover
We are a Financial Advice firm which has been providing individuals and corporate clients with expert financial advice for some time. Supported by an expert team, we serve a loyal and broad client base across Hampshire, Wiltshire, Berkshire and Surrey.
The first step is to find out how your journey might look!
We’ll discuss your financial objectives and goals, uncovering your priorities and timelines for achieving them. Where we are considering your investment needs, we’ll discuss your attitude and experience of investing, as well as the level of risk you can afford to take.
Armed with the information we have from the ‘discover’ stage, we will create a plan which aims to achieve your financial goals.
We’ll investigate which products will be most suitable for your needs. At this point, we will agree on the initial and ongoing fees required to deliver your plan.
We recommend and implement your strategy after explaining it to you.
We will assist in the completion of any relevant paperwork, ensuring the documentation is processed as quickly and efficiently as possible.
We build long-lasting trusted business relationships with all of our clients.
Whilst optional, we recommend that you continue to work with us to review your investment and pension planning on a regular basis, to ensure that they match your changing goals and objectives.
Mark has provided excellent financial advice to my wife and I over the last 7 years. The decisions we make are well explained and always in our best interest based on our detailed discussions. Mark prides himself on knowing our long term financial goals and as such can always explain the best course of action. I go to Mark when making any significant financial decision as I feel comfortable he will listen and advise accordingly. The benefit of Mark’s good financial advice and planning helps give security and confidence for our future.
We first used Nathan Morrisen as our financial adviser, just a few months back when he became a huge help and took on the task of helping us re-mortgage our home, which was then unmortgaged, to raise funds to buy a second home in Cornwall. Nathan visited us in our home to take further details and progress things and very quickly found us several lenders that were willing to consider our application. He found an exceptionally good deal and went above and beyond in getting this for us, despite having some procedural and red tape issues from the Lender regarding our particular and unique situation, which wasn’t a standard set up on paper. The whole deal would have fallen through, had it not been for Nathan’s tenacity and sense of fair play to actually get the lender to follow through on our transaction when we found ourselves in the position of being ideal candidates in reality. All the time wasted by the lender deliberating nearly cost us the excellent rate that Nathan had originally found and again, he fought and argued the case that we should get the deal we originally applied for – and we did. Nothing was too much trouble; he was always there at the end of the phone and it was quite honestly refreshing to experience this approach. I wouldn’t hesitate to recommend Nathan to anyone who needs financial advice, really just as the lovely, personable guy he is, we would use him again automatically.
Mark has provided long term investment advice for my wife and I for a number of years. Our annual review takes a detailed look at our ongoing financial goals, changes to our financial position and any changes to our risk profile to ensure that our investments continue to meet our needs. Mark explains the investment evaluation process in simple terms to ensure we are comfortable with the choices we make. There is no pressure as all the decisions are ours. We are happy to continue using Mark as our adviser.