A client's experience with adviser Mark Harris

Author -  Trevor and Rachael

On our first meeting, Mark listened to our requirements and our long-term financial goals, following which he provided us with a comprehensive plan of action.  Over the years Mark has regularly met with us to discuss and update our financial plan  which provides the personal service that we require.

Mark is a knowledgeable and professional financial adviser, who keeps himself current with the market and funds that are available.  As a result of working with Mark we feel secure moving towards our retirement.

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