My investment history began with Colonial Mutual Life when I was living in Hull and serving as a Merchant Navy Officer. After moving down to Wiltshire over 30 years ago, I was put in touch with CML’sregional representative and a few years after this, Mark King took over the management of my investments and pension funds.
I have known Mark for over 25 years and he provided very good advice and kept me informed of my financial situation when I was both in and out of the country. Over time Mark has developed from a financial advisor into a very close and trusted friend. He was very instrumental in guiding me carefully with the investment portfolio, such that I was mortgage free well before my retirement from sea.
Since retirement 4 years ago, Mark has continued with excellent advice to enable me to have a comfortable monthly drawdown on my pension and investments.
Mark has my total trust in his very informed advice, especially in these challenging timesI have recommended Mark to several friends in the immediate area and family members in London, and the only feedback I have received has been positive. Mark is very upfront with charges and fees, ensuring all points are covered and there are no surprises.
I would finish by saying that I consider Kellands to be very fortunate in having a person of Mark’s expertise and professionalism linked to their name.