Mark Woodruff - Chartered Financial Planner - Marlborough

Shaun J.

“Mark completed an in-depth and detailed review of our family finances and has recommended plans to get us back on track for the future. I was extremely impressed with the diligence Mark has shown throughout the review process, his integrity and knowledge are invaluable, no pushy sales techniques just a genuine caring approach to to getting the best arrangement for our circumstances. Mark assessed our risk tolerance and answered all my questions, I cant recommend Mark enough and feel a greater sense of security with him overseeing our finances.”

J R.

A friend recommended that i contact Mark Woodruff 6 months ago when I found myself widowed in my 50's. Its early days in knowing how the investments Mark has advised me on will work out, however I highly recommend him already and trust that decisions made are the best possible (and in a pandemic too!).
He has been compassionate, patient and taken time to fully understand my circumstances, including what is important to me ethically. He has constantly provided very clear and responsive explanations. He has worked hard to find solutions to personal dilemmas.

law M.

I am in my early 50’s & have been increasingly worried about my financial outlook/ pension situation. Mark was recommended by a family member who has helped greatly so with that insight I took up the opportunity to see if I could benefit from his services. I have to say from my first meeting with Mark I was very impressed with the the knowledge & reassurance he gave me , explaining what sort of pension/ financial situation I could afford & where the investment would be placed in the financial markets . Trusting a company to deal with my financial situation is a great worry, but with Mark & his team I have no doubt in what has been put in place , I highly recommend Mark & Bromley & partners services.

Mike M.

After having a previous bad experience with a financial advisor in the past, I was sceptical about having another try. But I can't praise Mark enough, I recently received some urgent documentation regarding my pension that required immediate attention, failing to attend to it would have had very serious implications regarding my future finances. Mark didn't hesitate to help me at very short notice, he dealt personally and directly with both of my pension providers thus alleviating any stress and worry that I might have had. Mark gave us a very broad and in depth review of my situation and taking into account all of our future needs and financial expectations helped us draw up a plan that was best suited for our needs. Mark was extremely honest, helpful and sensitive to our requirements and not the slightest bit pushy. I really can't recommend Mark enough. He is definitely the first choice "Go To" person for any of our future financial advice.”

Perri W.

Mark was recommended to me via a friend. I cannot thank Mark and his team enough; as someone who has been stressed about my pension, I felt he was looking after me, as well as my money. I have received fantastic customer care, and I have every faith in Mark in dealing with my pension in the future.

Tom K.

Mark has the ability to make a normally daunting task of finances and future planning seem easy. Extremely friendly and professional he puts you at ease and with his wealth of knowledge of all things finances I would recommend Mark and his team to anyone wanting to plan for their future. Always there to help and happy to go that extra mile. I'm so glad to now have a plan and thats all thanks to Mark.

Dan C.

I asked Mark Woodruff to help me develop a financial roadmap that could evolve along with upcoming changes to my financial commitments. My main objective was to ensure that I was confident about my retirement planning whilst ensuring that I'd still feel like I had financial freedom in the here and now.

Mark really understands that there is no one-size-fits-all solution and spent as much time understanding my various ambitions, concerns, influences, and lifestyle factors as he did establishing my current financial position. He then came back with an incredibly clear and well explained plan that made me think about my finances in a whole new light, and crucially it felt like it was absolutely tailored to me.

I'm looking forward to working with Mark to implement the plan over the coming years with renewed confidence that I'm making the right decisions.

Karen M.

As a married couple Mark gave us both a much needed review and makeover of our pension portfolio to help us diversify our funds away from riskier assets with a much stronger portfolio – which has shown significant resilience in the face of the current Corona market turmoil.
Wherever you are in your pension journey, Mark can help explain the best approach and your options in a no-nonsense way.
More so than ever, we would both highly recommend getting active in your pension by trusting Mark Woodruff.
Thank you Mark for all your help, professionalism and friendly manner. We feel so much more in control of our future financial choices.
You have been a pleasure to work with and we would highly recommend your help and services to anyone seeking your expertise. Looking forward to our ongoing pensions relationship with you.