MIT Fiscal Reviews 

3
TrustScore 4 out of 5

4.0

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  1. Money & Insurance

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Financial planning for private individuals and company owners focusing on designing and implementing lifestyle planning to help achieve peace of mind.


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4.0

Great

TrustScore 4 out of 5

3 reviews

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4.0

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(3)

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Rated 5 out of 5 stars

Expert advice

I have very much welcomed Mark and Brian’s advice and guidance with both pensions and investments. They provide information at a level and in a style I am comfortable with, and have given me more confidence about my financial future. They are always available, provide constant updates, recommendations and suggestions.

On our first meeting with Mark it was clear why he had come so highly recommended. Having taken time to investigate my numerous pension plans he came prepared with a number of ideas for moving forward. That plan included the possibility of retiring early and how to achieve that. I am now happily retired, and it’s only through meeting Mark that this has been possible.

I am happy to seek advice from experts, and both Mark and Brian are experts in their field. My pensions are better invested, with more and better options than I previously had. My investments are working better for me, at a level of risk that I am comfortable with.

There aren’t too many things more important than peace of mind, and that is what their help has given me. I look forward to a long relationship with them. I would highly recommend them.

27 October 2020
Unprompted review
Rated 5 out of 5 stars

I was highly recommended to contact MIT…

I was highly recommended to contact MIT Fiscal on a potentially complicated pension situation and within minutes of first meeting Mark and Brian I could understand why. Their undoubted expertise was immediately obvious and their advice (based upon clear and easy to understand financial modelling) during subsequent discussions has made it very clear as to the decisions I had to make. However, what has struck me most is their approach in that they are not interested in making short term financial gains from any client, they want to build a lasting relationship and in the world of Finance I have found that to be an extremely refreshing approach. I cannot recommend them highly enough.

4 June 2020
Unprompted review
Rated 5 out of 5 stars

A fabulous experience as a first…MIT Fiscal

A fabulous experience as a first contact with MIT Fiscal on 27th May - complicated topics translated into clear explanations, in a language that is understandable to them average man or woman in the street’!
Provided knowledge on pensions that helped you arrive at your own conclusions about the best way to plan & prepare for the future.
You left the consultation with a confidence about your future working with practical and deliverable plans & solutions.
The speed of response to outstanding questions was also delivered ahead of deadlines and again provided investment options where you felt a shared ownership of the final outcome.
We look forward to a long and fruitful relationship together - for anybody searching for help in personal financial management, look no further!

3 June 2020
Unprompted review

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