Oxford, United Kingdom
259 Banbury Rd, Summertown
N/A
+44 1865950980
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...
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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.
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.
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.
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.
Very helpful, should have moved to him ages ago. Excellent.
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