We approached Mark to help with our pension planning. We had both accumulated several pension pots over our working careers and realised that it was time to understand the assets better. To see how they would translate into income
and provide for us in retirement.

Mark was able to analyse each scheme to determine suitability for consolidating into a single new scheme. Analysing each scheme in detail to understand ongoing costs, risk profile, performance and ensuring that we weren’t losing out on any valuable benefits, bonuses or guarantees within each pension plan.

Initially we were worried about so much money and personal information being given to someone we did not know. But we had been referred to Citrus Financial by a friend and Mark was very easy to talk to. He took time to explain the information and the process. No pressure and we were not rushed into any decisions.

We liked that he visited us at our home, with emails keeping us updated and being responded to quickly when we did have questions.

We feel like a weight has been lifted from our shoulders. Understanding more and knowing that if there is a problem we can go directly to Mark, who has been exceptional in his role. I would recommend Mark to anyone who is worried about their pension pots.

Tim and Jo, Edenbridge