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Mark Brett
I Help My Clients Take Control Of Their Financial Objectives Using Specialist Financial Advice
Mark Brett is an Independent Chartered Financial Adviser at Abacus Associates Financial Services Ltd, specializing in retirement planning and pensions.12 Here's a profile of Mark Brett based on the available information:
Professional Background
Mark Brett is a highly experienced financial adviser who has been helping clients manage their finances and plan for retirement for many years.1 He is fully independent, which allows him to provide unbiased advice tailored to each client's specific needs.23
Areas of Expertise
Mark specializes in several areas of financial planning, with a particular focus on:
- Retirement Planning
- Pensions
- Investments and Savings
- Pension Transfers (both specialist and non-specialist)
- Financial Planning
- Inheritance Planning
He also provides advice on insurance, protection, mortgages, equity release, and long-term care.1
Client Satisfaction
Mark has received numerous positive reviews from verified clients, with many praising his:
- Sound financial advice
- Practical approach
- Encouragement to consider multiple options
- Expertise in pension consolidation and management
- Ability to help clients achieve their financial goals1
Professional Approach
Clients describe Mark as:
- Knowledgeable
- Approachable
- Friendly
- Continuously looking after clients' portfolios
- Effective in explaining complex financial matters without jargon14
Location
Mark Brett is based in Newcastle Upon Tyne and serves clients in the surrounding areas, including Northumberland, Tyne and Wear, and Durham.12
Mark Brett's expertise in retirement planning and pensions, combined with his independent status and positive client feedback, suggests that he is a well-regarded financial adviser in his field.