Testimonials
Read some of the feedback received from clients.I’ve had the pleasure to work with Mark and PD Financial Management (now trading as Form Financial Clarity) from a B2B perspective and a client perspective. What impressed me most was their forward-thinking, caring and calm approach which gives you an instant feeling of trust. The Partners have...
Mark has always given very good and easy to understand information. He is very personable, helpful and easy to deal with both on a personal and company level. I would have no hesitation in thoroughly recommending him for any financial advice.
David has always given me sound and effective advice on a comprehensive range of financial matters over the past couple of years. He has offered me great support, not only personally but also in terms of my family and business. I would not hesitate to offer his services to any of my friends or ...
David provides balanced and friendly advice that's useful to our business on a group level as well as a more in depth knowledge of our personal circumstances. Over a short time we have began to build a portfolio that is performing on the short term but has a long term investment outlook. We hav...
Past performance is not indicative of future performance.
I had been looking to optimise my savings and pension contributions for an extended period of time and needed to make sense of the various options that were available to me. Mark provided expert advice and a great overview of the market and also discussed how I could structure my business Pract...
Mark has provided financial advice to me in both a personal and business-related capacity for a couple of years now. His knowledge and approach has always been aligned to my requirements. He has taken the time to get to know me, my business and my employees. In doing so, he fully understands th...
David comes across of professional and friendly. He is punctual and presets himself well in an informal way. His understanding of financial matters is impressive. I am a little slow in understanding the complicated financial products and that is when his other qualities show: patience. I have n...
We have worked with Form Financial Clarity to help us make decisions around our company pensions provisions and wider employee benefits.
Form Financial Clarity took time to understand our business before helping us decide on what was the best solution for us. We are happy the right decisio...
We have worked with Form Financial Clarity for a number of years. They not only provide support on our pension scheme but also our wider benefits offering. Matt and the team support us throughout the whole year and are on hand to answer our queries at any time.
I would highly recommend FFC...
Accreditation
