Mark Pritchard Jeffs Reviews 3

After a succession of less than satisfactory financial advisors, we started to work with Mark over ten years ago. Since then, he has become a trusted source of advice & guidance on all financial matters.

We are owner managers of a SME manufacturing company & have recently updated our wills & LPAs. His help with this process was particularly valuable.

I would strongly recommend Mark to anyone who, like me, needs a little help to ensure that they optimise & understand their investment & wealth protection plans.

I have worked with Mark for over 10 years and he has helped me increase my understanding of the everchanging financial landscape.

Being a novice invester Mark has guided me through a variety of different financial decisions; ensuring the "right decision is made at the right time for the right reasons."

He’s personable and knowledgeable and I would recommend his services.

Mark has considerable investment experience as well as excellent financial planning acumen. He combines this with an ability to teach his clients. Personally, I want to understand the reasoning behind financial recommendations, and over the last two decades, Mark has taken me to a much higher level of understanding. His method is significantly different from that employed by some Financial Advisors that I have come across: Mark seeks to develop a long term relationship with the client that involves actively reviewing and where necessary, revising the investment strategy over time in response to changes in macro economic conditions, tax regulations and of course my personal/life changes. Nothing stays the same, so it seems to me that having a Financial Advisor who is truly proactive is essential. I totally trust him to act in my best interests.