Personally we have known Mark for over 11 years as a client at his previous financial firm.  Mark, since the very beginning, has been caring, confidential, attentive and particular to the topic at issue and meticulous in his work which we have appreciated very much. To us these are all necessary elements which we value to develop a healthy relationship superior to a normal...

We have been clients of Mark Connell’s for several years. We are more than happy to support Mark in his new venture and have no hesitation continuing with him for our financial advice.  We have found Mark to be friendly and approachable and always has a genuine interest in our personal, as well as financial, affairs. Mark understands our financial...

Mark has been our financial adviser for about 10 years.  Over the years we have developed a high level of trust for Mark’s integrity, knowledge and wisdom. This trust has developed through his approach to our planning meetings. He listens attentively to our personal circumstances and those of our family and applies this in his advice to us. We feel...