Reviews of Mark Barclay Wealth Management. (Financial Consultant) in Oxford (Oxfordshire).
Mark Barclay Wealth Management
259 Banbury Rd, Summertown, Oxford OX2 7HN, United Kingdom
Description
Information of Mark Barclay Wealth Management, Financial Consultant in Oxford (Oxfordshire)
On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.
This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.
Map
Open hours of Mark Barclay Wealth Management
Sunday
Closed
Monday
9am–5pm
Tuesday
9am–5pm
Wednesday
9am–5pm
Thursday
9am–5pm
Friday
9am–5pm
Saturday
Closed
Reviews of Mark Barclay Wealth Management
N. L.I have been a client of St James's Place for many years and have significantly profited by their expertise. My own personal financial adviser, Mark Barclay, has been particularly helpful and supportive and always at hand to deal with any questions or issues that I may have. I can recommend him and St James's Place with no reservations whatsoever. Five star service!
E. R.Mark has been so patient with me and I can't thank him enough for helping me with my pension provision. It's relief to have sorted something so easily. I can't recommend Mark enough. Very easy to work with. Thanks Mark.
M. A.Mark set up a pension for me 10 years ago and it has done very well since. His advice has been very helpful and the results show that he knows his stuff.
M. N.We have known Mark for over 15 years, and have recently entrusted him to review our Insurance requirements. We sat down with Mark and he reviewed our total financial situation, Mark was able to advise us on the right Life Assurance for us. We have been so impressed with his professional service that we will be looking to review our pensions with him shortly. We can not recommend him highly enough.
M. H.Open and welcoming financial advisers. Mark comes across as enthusiastic and genuine in his efforts to assist!
M. M.Mark Barclay has handled my affairs for many years and I have always found him helpful with good timely advice which has been extremely valuable and deals with any worries one might have about financial planning. In addition, his staff are all friendly and responsive.
S. B.We met Mark over eight years ago and transferred all our investments from Scottish Widows to St. James’s Place. Since then we have been extremely impressed with the performance and advice we have received. It has exceeded our wildest expectations and made our retirement years very comfortable at an earlier age of 59. Thank so much for making our life better.
F. C.I HAVE MET MARC BARCLAY IN 2018, I JUST WALKED IN TO MB WEALTH MANAGEMENT.. MARC GREET ME INSTANTLY, HE WAS EXTREMELY NICE, FRIENDLY AND PROFESSIONAL... SINCE THEN I HAD GREAT ADVICE FROM HIM, HE HELPED ME A LOT TO RECONFIGURE MY PORTFOLIO...
I STRONGLY SUGGEST MB WEALTH MANAGEMENT FOR ANYBODY... YOU CAN THINK YOU ARE EXPERIENCED ON THE MATTER, BUT MB WILL STILL BE VERY HELPFUL WITH A DIFFERENT POINT OF VIEW AND ALSO ON YOUR TAX ISSUES...
THANK YOU MARC...
C. L.Since Mark has taken on my investment portfolio, I have been very impressed with his diligence and customer service and the results he and SJP has achieved have been well beyond my expectations.
D. L.We have no hesitation in recommending Mark Barclay and SJP. , In the 7 years we have known Mark ,we have been very impressed with the service and the returns on our investments.
Contact
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