3-S Financial Management

Recently, my husband and I reached out to Mark for support in reviewing our pensions and finances. As this was our first time seeking financial advice, we weren’t quite sure what to expect, but from the very beginning, Mark’s open, friendly, and approachable manner immediately put us at ease. He was professional, responsive, and incredibly clear when explaining areas, we’d previously felt unsure about. We came away from our conversation feeling far more informed and confident. Mark took the time to genuinely listen, understand our circumstances, and guide us through the options that best suited our situation. His knowledge and expertise were evident throughout, and we truly felt like we were working with someone who had our best interests at heart. We’re grateful for the support and look forward to continuing to work with Mark and 3‑S Financial Management.

We recently reviewed our investments through Mark, having taken them out through his father in the 1990s. We wanted to make our investments IHT efficient and Mark helped us to do this efficiently.

3-S Financial Management have been managing my money (specifically, my retirement savings), for the past 10 years. Over this period, I have benefited from Mark Sekree's wisdom and intellect in choosing a range of funds, (most of which I would never have considered without his expertise) and from his sensitivity in ensuring that I am comfortable with the level of risk. The results have been excellent as has been the value that he offers. 3-S is the antithesis of a large, impersonal, money-grabbing financial management company. As a family-run firm, what stands out is their very personal approach. Their level of service is outstanding; Mark knows my situation well, and is always keen to explain or help in any way that he can. 3-S is the ideal company to help the naive navigate the complexities of the financial world.

3S have provided me with financial advice and managed my financial affairs for nearly 30 years, always clear on my objectives, lifestyle and attitude to risk. We hold regular reviews and I have been impressed and pleased with the performance of my portfolio over this time including during the pandemic.

Really friendly and knowledgable advisor who took the time to get to know me and my circumstances, and to discuss various options until we found a solution that met my needs.

Great quality financial planning from someone who takes the time to understand your needs.