I am currently relocating from London to Bristol and wanted to use an adviser in Bristol. Our first contact was over the phone and you talked me through many options, I understood everything you said and I felt you were very helpful. If you need mortgage help, MK Financial Planning offer a superb service.
I had several pots of money and I needed to get them into some sort of order. After some letters of authority to the relevant companies you gave me lots of feedback, what was even better was I understood everything.
I had received mortgage advice from a firm who specialised in this area. Unfortunately just when I needed them the most they stopped returning my calls and became very unhelpful. I was already aware of MK Financial Planning and gave them a call to discuss my predicament. They took control of the situation swiftly and professionally, infact witin days I received a long awaited mortgage offer. I would happily use them again for financial advice.
You had been looking after my pension for over a year when I needed cash from it. We discussed options available and you arranged for the tax free cash to be sent to me and my pension money remained invested with you still looking after it. I have been very happy with your services and recommend you.
I found your firm very helpful in setting up my new life policy. You were also helping my wife with her pension. Once it was on risk you paid the 3-month cash back immediately, thanks