Testimonials

We believe that Testimonials should be considered when you look for any service and that you should consider talking to a selection of the people who have provided the Testimonials before moving forward.  We are proud of the Testimonials that are provided here and please remember these are all real people, who wanted help, who were largely recommended by a friend or other professional adviser and with whom we now have an ongoing relationship.

Please also use the link on the right to enter your comments in our guestbook if you have found our Website to be useful or if you have any complimentary comments about our services.

I was introduced to Mark Warner of Advanced Financial Management, about 9 years ago by a neighbour.

At that time, most of my money was invested with a major building society. Mark explained to me in very simple terms the advantages of dealing with an IFA. I was wary of course, but in a short space of time Mark increased my investment, so that I was able to retire at 53 with a considerable monthly income.

Last year Mark advised me to move my money and I now own an apartment in Tenerife where I live in the winter. I know if there is a better place for my money, I can rely on Marks advice.

Mr Carroll, Weston Super Mare, North Somerset.

Mark was recommended to me when I was at a low ebb emotionally and financially. He was, and still is, totally supportive and produced far more from my capital than I had thought possible. More recently he has helped me to release Equity from my home and my income is not only increased, but I have a beautiful sun lounge as well!! Life is so easy because he visits me at home and makes everything seem so simple.

Mrs Bush, Dorset.

I first met Mark in 1999 after contacting IFA Promotions, who provided me with several names of members in my area. I needed advice on resolving a dispute over a miss-sold AVC Pension. Mark accepted the challenge and achieved the best result we believed possible. I was very impressed by his genuine interest and enthusiasm, together with full reports and explanations of his actions.

Mrs Bale, Bridgwater, Somerset.

I have known Mark for over 12 years. During that time, he has organised my Personal Pension plan, arranged a mortgage with the Skipton Building Society and recently worked out a Drawdown Pension with Scottish Equitable. I have always found him to be very professional and thorough and the advice given has always been well researched. During the years, he has also become a close friend who I trust and can fully recommend.

Mr Parslow, Taunton, Somerset.

In the last 10 years I have received an excellent service from AFM. I would not hesitate in recommending them for a wide range of Financial Advice. Mark, Warner delvers a personalised service tailored to individual needs, he has enabled me to make sound financial decisions and Investments, from Insurance advice to Mortgage decisions. Mark is always friendly and professional, with attention to fine detail.

Mrs Worrall, Warminster, Wiltshire.

My partner and I bought a brand new house in June of this year, but the developer gave us only 4 weeks to exchange and complete the purchase. We made the deadline, but there is absolutely no way this would have happened without the involvement of Mark Warner at Advanced Financial Management.

Mark organised everything with the lender and also took the time to chase the solicitors and generally make sure everything ran smoothly. In addition, Mark organised the Life Assurance cover in connection with the purchase and again provided an excellent service.

Marks attention to detail is superb and he constantly communicates with all parties to ensure that all is going to plan.

I would have no hesitation in recommending Mark as an excellent Independent Financial Adviser.

Mr Reid, Bushey, Hertfordshire.

We have been customers of Mark Warner for the last five years. He has helped us buy our first house, making sure we have everything we needed and has now helped us buy our second home. The service that we have received has been excellent, very professional, but on a friendly personal level. All products Mark has presented us with have been excellent and fit with our budget. Mark is always at the end of the phone if we ever need his help or advice and nothing is a problem for him to help us with.

We would recommend Mark to anyone, as you will in no doubt get a first class service.

Mr Welch & Miss Gregory, North Petherton, Somerset.

We would like to express our thanks and gratitude to Mark of Advanced Financial Management for helping us successfully complete on the purchase of our lovely new home. Mark’s extensive knowledge and experience in this field helped progress proceedings quickly and efficiently. He took control of all the financial paperwork involved in arranging a new mortgage, life cover, house insurance, etc and liaised with solicitors and third parties to ensure that everything was in place at the time of exchange/completion.

Mark’s excellent service also included constant support and advice throughout what was a rather stressful time and this was most reassuring and comforting. We are currently seeking Mark’s advice with regard to Pensions and would not hesitate to contact him about any other financial issues that may arise.

Mr & Mrs Rose, Bishops Lydeard, Near Taunton.

I was introduced to Mark Warner 12 years ago at the age of 22. Since then, Mark has been instrumental in the arrangement of several Mortgages and has always offered 1st class financial advice. I’ve always been very impressed by Mark’s attention to detail and find the support he has offered over the years very reassuring – from a financial perspective, I would be lost without him!

I have always, and will continue to recommend Mark to others requiring financial advice.

Mr Evans, Clevedon, North Somerset.

Mark was recommended to me by a friend when I was trying to sort out my Endowment Mortgage. I just wanted a little advice over the phone, which Mark gave me so gladly and simply that we arranged to meet. Mark then helped me with my Mortgage and in winning compensation from my Endowment. Mark has given me more help over the last year with my Pension and other savings. He’s always well organised to go through things with me when we meet and explains everything clearly and simply to me.

I would recommend Mark to others needing financial advice.

Miss Woodfin, Worlebury, Weston Super Mare

Advanced Financial Management is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 424392

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