I approached Marco in 2021 for advice relating to investing for my retirement. Before offering any specific advice, Marco took great care to understand my personal financial situation, what my long term likely needs were and my overall life ambitions. Only once he had done this did he recommend a specific investment product within the context of a long term personal financial forecast.
Read MoreMarco focused our attention to look at our short and long term financial security. He helped us understand what we need to comfortably retire at an earlier age and then planned and discounted some investments we had previously thought were sound.
Read MoreWe were approaching retirement coupled with maturing pensions. Marco amalgamated all our pensions which are now in one place. Things are far easier to manage for us. We’re also much clearer about what our financial future looks like which means we’re more confident about planning for the next phase of our lives!
Read MoreI needed professional financial advice and assistance with my pensions. After reviewing my various pensions, and discussing my financial situation, Marco produced easy to understand pension forecasts, etc. which allowed me to make an informed decision as to what I needed him to sort out with my various pension providers. He undertook all that I needed, In a very professional, but friendly manner.
Read MoreI took early retirement at 61 and needed specialist financial advice. Marco has confirmed my initial budgetary costings and my thoughts on what type of pension route to take, and enabled me to see the long term picture, as well as explaining the various financial products on offer and what many of the industry jargon actually means.
Read MoreI highly recommend Marco as a Financial Adviser - he quickly grasped what we were grappling with and sent a summary document that really clarified where we stood and where we hoping to get to. As others have said he takes a holistic view of the situation with people at the centre. He has referred us on to a mortgage advisor and I'm sure we'll be back to work with him in the future.
Read MoreWe were needing to review our finances, look ahead to the future and check we were financially on track. Marco took time to listen. He was clear, patient and thoughtful and we really felt like he was interested in helping us. He answered the most obvious questions and was super-thorough helping us get our thoughts untangled and a clear picture of what the future could look like. We have clarity on our financial future now and hope that we will be in touch with Marco regularly to review and update - its invaluable.
Read MoreHighly recommended. We had a very honest and open chat about our finances but also Marco got to know us as people and what was important to us now and also our future. At no point did I feel we were being sold or pushed into something we didn't need. Marco provided us with some great options to explore but also gave us confidence that we are on the right track but his door is open if we ever want to ask him a question and we wouldn't go anywhere else if that is the case. We really appreciated his help, his excellent advice and all-round care for us as people.
Read MoreHaving a 45 minute, far ranging discussion with Marco has been the best move of my year so far. He was knowledgeable, listened carefully and offered stellar advice on a whole range of financial queries I had regarding my personal finance, whilst brightening the conversation with his dry, good humour. I certainly look forward to working with him in the future and would recommend an exploratory chat with him to anyone looking for an expert in the personal finance field.
Read MoreI am looking to retire early in 2022 after 42+ years at my company and needed some specialist advice. I had initial interviews with a number of independent financial advisors but Marco ticked all the boxes in terms of taking a more long term holistic approach to what we wanted to get out of life in the next 30 years, as opposed to just giving pure financial advice. We have a planned proposal drawn up which looks to provide some investment income and stability for the future, and I am now on pause waiting for my retirement date.
Read MoreMarco has been advising us for a good many years now, after taking on our ailing and inefficient investment portfolio. With his honest, trustworthy and dedicated interest in us, our needs and our investment he has managed to turn things around over the years and the financial future now looks much better for us. We recently had our annual planning meeting with Marco and even in the midst of a pandemic things are still looking good, which says a lot about him and his financial advice ethos. With his knowledge, experience and ability to explain all things financial in a simplified way for all to understand we highly recommend him to anyone needing investment advice.
Read MoreWe have found Marco from Brighton Financial to be very professional, approachable, and friendly. He has guided us through a complicated pension system, explaining everything to us in terms we can understand. We recommend him highly to anyone who requires any financial guidance!
Read MoreWhen I found Marco, I was looking for a financial coach, someone who could help me to gain clarity on where I was now, what I wanted for my future and how I could practically and financially get myself there. More specifically I was struggling with whether buying a property at my age was a good move. I think up to that point I'd been going around and around in circles in my head, not getting anywhere and feeling more and more anxious. Marco was intuitive, had a great ear and was so easy to talk to. I went away feeling inspired to go for it. Thank you Marco :)
Read MoreBrighton Financial have been providing retirement planning advice to me since 2012 and I’ve always felt they really care about ensuring they give advice that is right for me as a person. When I wanted to invest a lump sum last year they completely took on board my wishes to invest ethically and came up with a really good plan that would meet my needs and that I was happy with. They explain things in an unhurried way and in plain English with no jargon which is great for me! I have complete trust and confidence in dealing with them and would highly recommend.
Read MoreMarco seems to genuinely care about people. In our initial meeting he brought clarity to our situation and his practical advice is already helping us. It was clear early on that we're not quite ready for his services, however that didn't stop him being generous with his time and knowledge. We're very glad we spoke with Marco and won't hesitate to get back in touch when the time is right.
Read MoreI met with Marco for an initial consultation. I appreciated his open, honest and transparent approach in helping me to look at all aspects of my personal and financially related needs. I gained a lot of good advice and knowledge and he put no pressure on me to invest with him. In fact, he guided me to how I could make the investments myself thus saving unnecessary costs to me. Thank you Marco.
Read MoreWe basically had no plan for retirement and we needed to get organised! Marco was very helpful throughout. He took the time to really understand us and our relative priorities. He is very perceptive and puts thought into the options he presents.
Read MoreMarco was extremely responsive helpful and patient, he gave a lot of advice in an easily digestible format, and has a great understanding of pensions and financial products. I would recommend his services.
Read MoreI had various pensions and needed to put them somewhere. Marco did the leg work for me since I don’t understand the small print involved. He was very helpful and explained things clearly.
Read MoreMarco was just what I was hoping for: confident, knowledgeable, very, very patient, and a great listener. I wish all financial advisors were like Marco!
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