"Clear, jargon-free solutions"

Marco’s skill is in taking the fear out of investing by providing clear, jargon-free solutions. He has streamlined our pension arrangements and encouraged us to think about our lifestyle, now and in the future, and whether our projected income can support our future plans. We find the annual reviews with Marco extremely helpful as they provide an opportunity to make adjustments according to changes in circumstances or attitudes to risk. We thoroughly recommend Marco as a financial adviser - he knows his stuff!

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Marco ValloneHelen
"Takes great care to understand my personal financial situation"

Marco has been helping me plan and invest for my retirement since 2021. Marco has always taken great care to understand my personal financial situation, what my long term needs are and my overall life ambitions. I now have a comprehensive financial plan to take me to retirement and beyond. We review the plan annually to make sure I am on track or if any adjustments are required. I have always found Marco to be highly professional, very easy to talk to and interested in my personal situation. I often call on him for ad hoc financial advice, which he never fails to provide in easy to understand terms. I would not hesitate to recommend Marco to anyone seeking financial investment and planning advice.

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Marco VallonePatrick
"I’ve been really impressed with Marco"

I’ve been really impressed with Marco. He recognises that everyone is different and provides fair advice in your best interests, with genuinely no commitment needed. We had a great initial meeting at no cost, after which he was very open, did not try to sell me anything and didn’t recommend further meetings at this stage. I have no hesitation in recommending him.

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Marco ValloneTim
"Constructive and very clear"

I reached out to Marco from doing some research online, in search of guidance and advice around our future savings position and options for us and where we need to focus on ensuring we have sufficient reserves for retirement. My wife and I had a great interaction with Marco who provided us with very practical, supportive and real (i.e. no nonsense) ideas, advice and recommendations on where we need to focus. Marco's explanations were constructive and very clear but also detailed and informative where needed. He has a very down to earth approach and has a great ability to connect with people to offer a genuinely customer first approach. Technically he knows his stuff and equally as importantly he gets to the know the individuals that he is helping in order to tailor the advice accordingly. Marco, thank you very much for your help so far, it's much appreciated!

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Marco ValloneJohn
"Guided us into a comfortable retirement"

Marco has been working with us for 12 years. During this time my wife and I have worked full time in stressful industries, been made redundant, returned to education as mature students, been self employed and taken retirement.  Marco has streamlined our finances, he manages our funds, advises us on financial and lifestyle issues and has guided us into a comfortable retirement. We recommend him wholeheartedly.

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Marco ValloneMartin
"Helped consolidate two pensions into a new provider"

We have dealt with Marco for years. He set up Ian's personnal pension and our fixed rate mortgages allowing us to pay off the mortgage early. So when Ian retired early we asked Marco to help access his pension for income. He has consolidated two pensions into a new provider and set up monthly payments until we access our state pensions.

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Marco ValloneIan & Sue
"Caring approach to an important situation"

As an Attorney under my elderly Mother-in-law's LPA, I needed advice on the best options for ensuring her capital provided funding for her care home fees for the rest of her life. Marco provided those investment options, enabling me to settle on a plan that balanced reasonable risk with the aim of achieving a better rate of growth, after costs, than a simple cash investment. The plan also aimed at ensuring, at the very least, the capital sum, after appropriate drawdowns to fund care fees, holds its value against inflation.

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Marco ValloneColin
"Very caring and incredibly generous with his time"

I am in the process of selling my house after a separation, so needed help to think about the options for investing the proceeds. Marco was really grounded, wise and straightforward in his thinking and communication, so was able to untangle the jungle of my mind. He was also very caring and incredibly generous with his time and expertise. I would not hesitate to recommend him highly. I now feel so much clearer and more relaxed about the next steps.

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Marco ValloneLorri
"Direct, no nonsense but always trustworthy"

Working with Marco was such a valuable experience. We are both in our mid 40s and thought we were doing the right things regarding pensions but needed practical guidance and direction to help us really understand pensions and the options we had. He helped demystify pensions and get really practical about what we should now and what could wait. All without any hard sell. I’ve worked with Marco previously and find his approach so refreshing , it’s direct, no nonsense but always trustworthy.

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Marco ValloneJane & Chris
"Everything in plain English which I really appreciate"

Marco has been looking after my financial planning for 11 years now and I am extremely satisfied with the service I get. He is always happy to answer any questions I have and regularly keeps me updated on all aspects. He ensures we discuss any changes that may need to be made and that I’m entirely happy about them, explaining everything in plain English which I really appreciate. I really like the way Marco looks at the big picture of how you see your retirement and how you can achieve that.

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Marco ValloneHelen & Dave
“Refreshingly honest, down to earth and clear"

I have been a client of Marco's for many years, when he was fortunate to inherit me from a previous advisor. During this time I have found him to be refreshingly honest, down to earth and clear and concise in all communication, which really works for me. At all times I have had complete confidence in him.

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Marco ValloneKevin
“Knowledgeable, attentive and pleasant to communicate with"

We contacted Marco at Brighton Financial for help with getting our future financial plans under control. From our first conversation Marco was knowledgeable, attentive and pleasant to communicate with. Marco took the time to understand our life situation and to provide advice to a high standard. We would not hesitate to contact him again as further questions or situations arise.

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