My family has been associated with Mark Christie for decades. Being no financial experts ourselves, but realising that the savings my mother and my late father had accrued over the years were not performing as well as they should, we listened to the advice Mark offered at the time. A few years later, we also called on his expertise to set up a Trust to protect my mother’s funds from Inheritance tax. All worked out to perfection.
The trust I had built in Mark’s expertise over the years led me to entrust some of the savings my wife and I had realised, to Christie Wealth. Again Mark offered simple, understandable investment plans that we felt comfortable with.
In this tribute, i do want to include Shaun West. Always prompt to respond to enquiries and offer simple solutions. Now the time has come for me to contact Mark to draw up IHT plans of my own.
Finally, a few years ago, my son caught the Christie Wealth fever; again Mark arranged for the funds to be invested wisely, including his pensions.