May 2023 by John Tucker
Mark welcomed us warmly on Monday morning and was very helpful on several aspects of our finances. He combined our meeting with an internet link with our daughter and we emerged reassured and confident in his guidance. We would not hesitate to recommend him to friends and family.
March 2023 by jean donegan
Thank you Mark, very helpful. Very good advice.
March 2023 by Mel Simpson
We would very happily recommend Mark to anyone wishing to invest their money for whatever result you are looking for. He is responsible and has always been honest with his recommendations. Even through the last few years, where the market has been up and down like a yoyo, our investment has performed above the average. Definitely a great financial choice.
January 2023 by Ivan Fabian
I have no hesitation in recommending Mark Barclay Wealth Management. I feel confident and secure knowing that my pension investments are in his hands. He has managed my account effectively through the turbulent times over the last few years and has been swift to respond when I have need help. Thanks for a great service.
November 2022 by M H
Open and welcoming financial advisers. Mark comes across as enthusiastic and genuine in his efforts to assist!
November 2022 by Paul King
Excellent service have only had an account for a couple of years but would not hesitate to recommend Mark ato anyone. Staff are really efficient.
November 2022 by Norman Lock
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!
November 2022 by Erin Rigault
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.
November 2022 by Martin Anderson
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.
November 2021 by Malcolm Moodie
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.
November 2020 by Firat Camoglu
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...
November 2019 by David Lewis
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.
November 2018 by Caroline Lewis
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.
November 2018 by Pamela Tingay
Very helpful, should have moved to him ages ago. Excellent.
November 2018 by Matt North
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.
