Schofield & Associates Financial Planning - Burnley

Sara W.

Having recently signed up to invest with this company, I wanted to share the outstanding service I have received from Mark Phillips at Schofield & Associates. From the initial meeting Mark was professional but very personable and ensured I understood everything. It was really useful to look at current and future finances in depth with Mark and start planning for retirement. We have had a couple of face to face meetings and communicated through phone calls and emails during the investment process. Mark certainly goes above and beyond to ensure his clients are happy and will quickly resolve any issues along the way.
I have been reassured that I can continue with face to face meetings with Mark at regular intervals throughout the year and adjust my investments to suit any changes in my financial circumstances.
I would highly recommend.

Mike R.

Mark Phillips at Schofield & Associates Financial Planning

Mark has been absolutely brilliant in assisting us with our long-term pension savings. He demonstrated consummate professionalism throughout the process, articulating every detail with clarity and precision. His well-spoken manner and thorough explanations made complex financial matters easy to understand. We highly recommend his services.

Benjamin E.

Mark Phillips from Schofield and Associates offered professional, detailed and insightful advice based on our planning for the future and the goals we wanted to achieve. Whilst he is a consummate professional he is personable and good humoured allowing you to have faith in a long term working relationship. He has also followed up, after we invested, to discuss how the investment was performing and you really feel that he cares about his customers and wants to see them reach those investment goals.

Brent H.

My financial advisor Mark Phillips, explained the process in a way I could understand. All the information I requested was presented to me professionally and promptly. I feel I am in very good hands with Schofield & Associates and Mark. I would highly recommend.

David W.

I have recently received financial advice relating to pension planning from Mark Phillips of Schofield and Associates.
I can't praise the service enough, professional yet friendly and helped me to understand the process without using lots of jargon.
I was supplied with detailed forecasts relating to my investment and the transfer from my existing provider was smooth even though I changed the nature of my investment part way through, he did all the work without a hiccup and kept me updated throughout.
I will now benefit from having a point of contact who I can go to if I have any questions and will get the benefit of regular reviews to track the progress of my investment - previously I have not had any personalised advice from my provider.
I now have a much better understanding of how to get the most out of my money leading up to and beyond retirement.
Many thanks.

Gaurav G.