Marco was clear on his services and how to best approach the review of my current position and what options were available to me. The information provided was clear and, where additional information was needed, Marco was responsive and available to discuss, in simple terms.
Read MoreMarco is both personable and knowledgeable and went out of his way to tailor his comments/advice specifically to my context. I felt that I was discussing my finances with a trusted friend and not one who had any particular agenda except to help. I would wholeheartedly recommend him and his company.
Read MoreI cannot thank Marco enough in helping when I couldn’t see the wood for the trees in my financial situation, which I was desperate to resolve. He really listened and was able to help me clarify my priorities, in a very accessible and realistic way.
Read MoreMarco enabled me to consider all the different options that were available to me. He talked through the pros and cons of each of the options along the way. He supported me when I changed my mind several times over, which was important to me, during the course of our work together. He challenged me to think through difficult decisions and supported me in doing so, whilst all the while focusing on what matters for me and my family and what my priorities are.
Read MoreMarco was very friendly, approachable, and easy to talk to. We found our discussion with him really useful in helping us think through our financial options: he explained things clearly and without jargon. Highly recommend.
Read MoreMarco is the best thing to happen to me regarding my finances he has been honest and up front and keeps me well informed.
Read MoreI reached out to Brighton Financial because I felt it was time for me to look seriously into my pension, understand where I was at, and figure out what I needed to do to ensure it was adequate for retirement. Marco’s reply was very quick, friendly, professional and efficient. He made the whole picture much clearer, which allowed me to decide on my next steps - exactly what I needed. I would certainly go back to Marco if I ever needed extra support on the matter.
Read MoreMarco offered a friendly approach with clear and concise advice. No ‘Blinding with science’ and the detail offered was helpful and informative.
Read MoreGreat service. Marco gave me a really good understanding of options available and considerations that need to be taken into account.
Read MoreI 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.
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