Marco structured a plan for my investment that both provides an income for me after covid impacted my business as well as security for the future. Being new to financial advice, I hadn't expected such a holistic approach. I was very impressed by his attention to detail and am confident in the whole process and how it will work for us.
Read MoreMarco structured a plan for my investment that both provides an income for me after covid impacted my business as well as security for the future. Being new to financial advice, I hadn't expected such a holistic approach. I was very impressed by his attention to detail and am confident in the whole process and how it will work for us.
Read MoreI needed a specialist that I could trust to look after my finances. Marco made the whole process easy by explaining everything to me and showing me the best way forward with my pensions and investments.
Read MoreMarco is a star. He genuinely had my best interests at heart, actively listened and understood my circumstances. I sincerely recommend Marco for his method, skill and - most importantly - his very personable approach.
Read MoreMarco recently provided me with advice and I was amazed by just how insightful and intuitive he was as to not only understand me as a person, but also my situation, which is absolutely vital. There was no pressure to purchase anything and he provided really valuable advice. I would not hesitate to recommend Brighton Financial to all and sundry, knowing full well they would be in very good hands!
Read MoreI’ve been looked after by Marco for years and highly recommend him. He’s done a great job sorting and streamlining my investments and I’m confident I’m in safe hands!
Read MoreMarco runs an extremely professional business whilst being a very likeable personable guy. He genuinely cares about his clients and their personal financial affairs, guiding them along their journey tailoring to their needs.I never feel alone on that journey, and this has been particularly apparent since Covid, when especially at the beginning, the future economy looked bleak and uncertain. I would not hesitate to recommend Marco to anyone for financial planning.
Read MoreI needed some pension advice as I have a little money I want to add to my current pension. I had no idea what I was looking for but he made me feel at ease and was more than happy to have a chat with me with no obligation. Thanks so much Marco :) And thanks for saying I can get back in touch if I need to!
Read MoreI needed help sorting out several messy private pensions and advice on whether to roll them into my company scheme. Marco gave me clear, thorough and accurate advice, fully supported by a comprehensive and totally jargon-free report, which helped my decision-making. He explained at each stage the reasons for his advice and outlined the consequences of the various courses of action open to me. And he did it all with a smile on his face and good humour - he's extremely friendly, approachable and not intimidating!
Read MoreMarco spent a lot of time getting to know us and our situation. He explained things easily and clearly and ran through different options for us to consider. We feel much more confident in the decisions we are making. I genuinely do not think he could have done better for us especially in the current circumstances.
Read MoreI had received some inheritance after my mother's death. I asked a friend of mine who works in the financial sector if he could recommend a financial advisor and Marco's name came up. I wanted to get advice on how best to make my money work for me and my family. Marco got where I was coming from straight away and was able to explain different options very clearly. He put in a lot of work but always presented it in a relaxed and humorous way.
Read MoreMarco seemed to quickly understand my reason in reassessing the value of property I rent out and provided a clear & objective breakdown of the financial pros & cons of owning the property. Whilst Marco was at all times polite & sympathetic I also found him direct & to the point, all traits I value.
Read MoreMarco immediately put me at ease (laughing about the rainbow that had appeared over the building ending directly at his office), and we had a really helpful (and long) chat about the things that were concerning me, and how I could make some changes and move forward. It ended up being a bit of a therapy session! He has a very straightforward way of explaining things which dispels any confusion or complication. He's also very dry which (being a northerner) I appreciated! I definitely plan to get his advice in the future.
Read MoreMarco takes the time to find out about your particular circumstances and asks really good questions. We felt comfortable talking to him and he is a good listener. Marco has given us some clarity and reassurances about our retirements plans which is what we were looking for.
Read MoreMy wife and I inherited money and wanted to invest wisely. Marco was friendly and knowledgeable and explained things in a way that even I could understand. The patience and time taken to explain things enabled us to agree sound strategy for moving ahead with an investment portfolio. His advice and guidance was always helpful, but never pushy and at all times we felt in control.
Read MoreI didn't have adequate pension provision and was worried that I'd left it too late. Marco assured me I hadn't! Marco has always been very helpful in explaining everything clearly and honestly. So far the pension is performing as it should but he reviews it regularly and would let me know if things change.
Read MoreMarco stands out from the crowd because he focuses more on the person than the money. He listens astutely to what you want to achieve and offers you a clear path towards it. Marco makes it clear that money is a means to an end. Once the basics are in place, he challenges you to focus on the value of life experiences, as much as the value of one investment over another. Marco's advice helped us to understand whether we were likely to have enough money to cover a variety of scenarios. He has a refreshingly holistic approach to finance.
Read MoreMarco conducted a comprehensive review of our current spending, future plans and pension packages and provided a clear, easily understood review of the options that we asked about. Marco was very understanding and non-judgemental; it was a delight that he provided the advice we required and didnt try to sell us products that we didnt need. We have a clear understanding around our options for early retirement.
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