What Makes Us Different
Our Process
Through our detailed approach, we will assess your current circumstances to understand your needs and requirements for the future. By building trust and clarity over time, we are able to tailor plans with the aim to meet your objectives.
We value providing an experience and a service to all our clients. The experience is to have a professional, customer focussed approach to ensure you are given the most suitable advice for your needs and circumstances. We aim to build long lasting relationships so we are there to support your needs and to meet the changes that are around the corner.
We have invested over the years in technology and as a result this has allowed us to offer our clients a service that meets the current demands of a financial advisory service. We strive to make financial planning more efficient and easier to understand for all clients. You will have online access to view your current policies and portfolio holdings.
We have a portfolio management facility which if selected allows us to review Investment and Pension portfolios on a quarterly basis.
Mark Carr Associates truly does put your objectives first and believes in ‘Trustworthy advice in a competitive market’
“We have used Mark Carr’s services for the past few years to manage our mortgage, investments and protection requirements. We have been very impressed with the way our investments have performed despite the current market situation. Mark has always remained in constant contact to inform us of any new developments or just a general update on the performance of our investments. Whenever we have had a query Mark has always been available, or returned our call immediately, and if he was unable to provide an instant answer he has always come back to us quickly with the relevant details. The high level of service we have received makes us feel a very valued customer.”
Mr & Mrs Boughen – Braintree, Essex
Mark Carr Associates is a trading style of Atlas Financial Solutions Ltd which is authorised and regulated by the Financial Services Authority (Our FSA register number is 500872). The Financial Services Authority does not regulate Will Writing, Unsecured Loans, Credit Cards, Tax Advice, Offshore Investments or Estate Planning and some forms of Mortgages and Secured Loans.
Atlas Financial Solutions Ltd is registered in England, Register number: 6186827. Registered Office: 40 Main Street, Keyworth, Nottingham, NG12 5AD
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
© 2011 Mark Carr Associates.
contact
Please feel free to contact us at
info[at]markcarrassociates.co.uk
or telephone 0115 931 4404
elsewhere
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