I contacted Mansion Park for financial advice regarding retirement planning and had an initial appointment with Chris White. He spent time explaining the options available. As I had not used the services of a financial adviser before I really appreciated the explanation in layman terms and felt confident in making the most suitable choice to suit my requirements and agreed the next meeting.
At the next meeting Chris took me through the risks of each available option and this enabled me to make an informed decision.
Comparing Chris to one other financial company, I was very satisfied with the time he took to ease my concerns over my retirement fund and look forward to our next review. — Mr K Parker
Having sacked our previous financial advisor as he spent all his time telling Andrew how much he would receive on my death, we were recommended to use Mansion Park for our financial advice and planning. Joking apart, we met Gary several times whilst we explored our financial options for retirement with him. Our first meeting back in March 2016 was just four months after my life saving liver transplant at the Queen Elizabeth Hospital in Birmingham. That first meeting with Gary was very much a fact finding mission for us all and getting to know each other.
Andrew and I warmed to Gary's friendly but knowledgeable approach to our requirements. As I do not know what my life expectancy is likely to be following my liver transplant, we explained that we did not want my pensions to be used as annuity. I am now 60 years old and after going through all our options with Gary we chose, with his help and advice, the best way forward for our unique financial needs.
Gary's patience explaining our options was tested by us but we thoroughly enjoyed the process of joining up all the dots and coming out the other end with a plan to suit our financial needs for the future.
Andrew and I would like to thank Gary Weilding for his professionalism, interest and humour in finalising our agreement.
Subsequent to concluding the financial plan, Gary became interested in our fundraising for the Queen Elizabeth Hospital Charity - Liver Foundation as Andrew and I have raised over £8000 for them as a thank you for saving my life. Not only did Gary and his lovely wife raise money for the QEHB Charity by taking part in a 5km run in Warrington but Gary then convinced his Board of Directors at Mansion Park to take part in a 10km run in Coalville in October 2016 raising much needed funds for the QEHB Charity - Liver Foundation. We thank you all for taking part and your generosity in raising funds for the charity.
We reviewed our financial plan today with Gary Weilding and all is well. Hurrah!!! Gary gave us some help and advice with certain aspects of our finances that have yet to happen and we were so very grateful for his input.
Gary Weilding is a first class financial advisor and will remain our advisor for years to come but over the last nine months Gary has also become our friend as well — K Murphy & A Senior
I took redundancy after 36 years service and as I am over 55 I wanted to see what the options were for coming out of my final salary pension scheme. I wanted to have control over my pension funds to use now and bequeath to relatives in the event of my death.
Chris understood what my objectives were and what I was looking to achieve. He was able to explain what options I had the advantages and disadvantages of each one. He was very considerate and reassuring when discussing the avenues I could take. As a cautious investor, he spent a lot of time explaining the features and benefits of the products and backed this up with other customer scenarios who were in a similar position to me. His patience in supporting me through this decision was exemplary, I took a long time reviewing the paperwork and asked him a number of questions which he was able to address professionally. He is knowledgeable in his field and this gave me the confidence I needed to make that final decision. Chris is very personable and I hope he will continue to be available for me in the future as my circumstances change.
I have applied for a product which suits my current and future needs and understand how the product will work for me. When I first explored the options available I was not aware of what was available, Chris has given me more of an insight into how I can make my pension funding suit my needs at any given time in my life. I will need to see how the product performs over the coming years to fully satisfy myself that I have definitely made the right decision however at this moment in time, it has given me the flexibility I wanted and would not have had in my final salary scheme. At this stage, I cannot suggest any improvements in the service I have received — Jeanette Fletcher
We are very happy with the advice and help given to us by our Adviser. Gary was very easy to deal with and worked hard on our behalf. We would be happy to recommend Mansion Park anytime — Mr & Mrs John and Eileen Richardson
Yes Richard has been extremely helpful to me through out all dealings. A fabulous member of staff you have on your team. Nothing is a problem when I phone Richard for advice — Ms D Jamison
We are very happy with the help given to us both, your adviser Keith Dickinson was excellent with his advice and help. Thank you Mansion Park for your work and help — Ray & Gail Hope
My adviser was very helpful in my situation and we were able to get everything sorted. He explained it in a manner that I was able to understand — Ms E MacKie
Excellent Customer service thank you — Mr N Buckle
Very happy with advice and help given by Keith. I have recommended him to other people and will use him again in the future — Mr J Lawson
I was extremely anxious contacting a financial advisor and concerned that I would not fully understand what was happening with my finances. I have had bad experiences in the past with people who were quite dismissive of my needs. Keith seemed to understand that I needed things clearly explained and he understood that although there may not be large amounts of money involved it was still important to us — Mr D Brown
We have received excellent service from our IFA Keith and are delighted with his proposed plan. We appreciate this has been a very complex case and has taken Keith a lot of time and effort to bring together. The only area that did take us by surprise was the fee structure of the plan. We genuinely did not understand what we were signing up for or the costs involved when we signed the first Client Agreement. However once we had time to digest the information and fully understand the fees payable to both Mansion Park and Royal London I am pleased that Keith was prepared to renegotiate the fees in our favour. Keith has put a great plan together, I do hope in due course the plan performs well to the benefit of all parties involved and we look forward to continuing to work with him on our financial welfare in the future — Paul & Cheryl Glass
Keith my adviser is excellent to deal with and I would recommend him anytime — Mr J McGurk
May I say that this company go over & above the call of duty for its clients, never before have I experienced such perfection, loyalty & devotion from any business to its client. Fast, professional service that I cannot fault in anyway whatsoever. Anyone out there looking for any services that this company can provide, please, don't waste time, look no further, because you will not find any better! Thank you so much for helping me. — Anonymous
I just wanted to say a big thank you for your professional advice regarding my pensions. It is very refreshing to find an advisor that puts their client first and takes a genuinely honest and independent approach. I shall not hesitate to come back to you in the future. — Anonymous
Many thanks for your efforts on my behalf. I'm very happy with the results, which I certainly could not have achieved without your expertise. I will most definitely recommend you and the company further. — Anonymous
I would like to thank you Keith at Mansion Park for all your time and help you provided me when at a loss to understand my pension. You were so professional and put it all into laymen's terms so I could see it for myself. As I stated, my late Husband used to see to all of this side of things and without him I was useless, especially with only 5 year to my retirement. Thank you again for your guidance, it was truly a great help. I would recommend highly your services — Anonymous
Mansion Park Limited were originally recommended to me by a friend of mine who is an accountant. Previously I had used a number of IFAs but after beginning with Mansion Park Limited I've never looked back. — Anonymous
'Their advice has mostly focused on pensions however I know that I can rely on Mansion Park for impartial advice on any financial matter. Having had them recommended to me originally, I'd be happy to recommended Mansion Park myself.' — Anonymous
'I have always found the service from Mansion Park to be very good and at all times their advice and recommendations were thoroughly explained to me. I would certainly recommend Mansion Park to my friends and clients/colleagues on all matters of financial advice.' — Anonymous
Tournament House, 4 Tournament Way,
Ashby de la Zouch, Leicestershire
Fax: 01530 553773
The guidance and/or advice contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Mansion Park Limited is Authorised and Regulated by The Financial Conduct Authority. Registered office: Tournament House, 4 Tournament Way, Ashby de la Zouch, Leicestershire LE65 2UU. Registered in England No:3328810. Website design by Goldmine Media.