Testimonials – what our clients say

The majority of our customers have been recommended to us – something we're very proud of. Through one-to-one care and expertise, we build relationships that last for life, helping real people see real results. 

Read below to see what our clients think of us, and then give us a call. You'll be amazed at what you can do.

Call 01823 413963 to arrange your free, no-obligation consultation, or email us at hello@afm.me.uk

"I was introduced to Mark 17 years ago when he arranged a great mortgage deal and has helped with various other financial matters over the years. In 2009 AFM arranged some Permanent Health Insurance for me, later that year I had a life-changing accident at work and have not been able to return to work since.  I dread to think what trouble I might be in now had it not been for their expert advice."

Mr Henderson, Weston-Super-Mare, North Somerset

"In a short space of time AFM increased my investment, so that I was able to retire at 53 with a considerable monthly income. Last year they 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 AFM's advice."

Mr Carroll, Weston-Super-Mare, North Somerset

"I first met AFM in 1999 when I needed advice on resolving a dispute over a mis-sold AVC Pension. They accepted the challenge and achieved the best result we believed possible. I was very impressed by their genuine interest and enthusiasm, together with their full reports and explanations of their actions."

Mrs Bale, Bridgwater, Somerset

"I am delighted to have the opportunity to give my confidence in the work of Mark Warner and Advanced Financial Management. I have dealt with a number of Financial Advisers but few have given me the professional attention and confidence that I have had from AFM, from the first day I met them. Their advice is always succinct and, I am sure, based on sound knowledge. This is important to me as I have only the briefest knowledge of the financial world and have trusted previous Financial Advisers to my cost! Therefore I have no hesitation in recommending AFM."

Ms Hardy, Weston-Super-Mare, North 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 Mark to be very professional and thorough and the advice given has always been well researched. He has also become a close friend who I trust and can fully recommend."

Mr Parslow, Taunton

"We have been customers of Mark Warner for the last five years. He has helped us buy our first house, making sure we had 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 the 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

"Mark was recommended to me when I was at a low ebb emotionally and financially. He was, and still is, totally supportive and has produced far more from my capital than I had thought possible. More recently he has helped me to release Equity from my home – my income has 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

"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 and house insurance, 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 his 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, Taunton

"My partner and I bought a brand new house, but the developer gave us only four 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. Mark organised everything with the lender, took the time to chase the solicitors, and also organised the Life Assurance cover in connection with the purchase. Mark's attention to detail is superb and he constantly communicates with all parties to ensure that all is going to plan."

Mr Reid, Bushey, Hertfordshire

"I was introduced to Mark Warner 12 years ago at the age of 22. He has been instrumental in the arrangement of several mortgages – from a financial perspective, I would be lost without him!"

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. He's always well organised to go through things with me, and explains everything clearly and simply."

Miss Woodfin, Weston-Super-Mare, North 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 delivers a personalised service tailored to individual needs and he has enabled me to make sound financial decisions and investments – from insurance advice to mortgage decisions. He is always friendly and professional, with attention to fine detail."

Mrs Worrall, Warminster, Wiltshire

"We would like to thank Mark and his staff for all their recent hard work in bringing to a successful conclusion a problem with a previous pension company, which had proved to be extremely time-consuming. And also for all the ongoing advice over the years, helping us sort out the most beneficial investments – which, having reached pension age, we are now benefiting from." 

Mr & Mrs Cornish, Clevedon, North Somerset