Mit Fiscal

Client Testimonials


Morality, integrity and trust

I am writing on behalf of myself and my husband. We receive excellent service from Mark and the team at MIT Fiscal. Mark is approachable at any time we need to contact him. Mark and the team certainly live up to their company values of morality, integrity and trust and we would 100% recommend them ( and have done)

Mrs D from Dorset - 2024




Grateful Client

I feel grateful for the recommendation I received, with regard to using MIT Fiscal.

Ms C of Hampshire - 2024




Personalised Experience

We enjoy working with Mark and MIT Fiscal, it is a very personalised experience.

Mr & Mrs L from Dorset - 2024




Friendly and Approachable

Thank you to all the staff, who are friendly and approachable.

Miss D from Berkshire - 2023




Very Happy

I was impressed with the fast efficient friendly manner in which the process followed and am very happy with the outcome.

Mrs S from Ruislip - 2023




Pensions made Simple

Always a pleasure talking with Mark, and he explains pension stuff in simple terms – which is great for us who don’t really understand these things!

Mrs H from Hampshire - 2022




Mark Listened to our Reservations

Mark was excellent at explaining our options and listened to our reservations and gave us various choices. We would highly recommend Mark.

Mr T (Alton) - 2022




Care & Kindness

We really appreciate the care and kindness shown by MIT in all their dealings with us.

Mr & Mrs P (Tonbridge) - 2022




Explanations Easy to Understand

The time given to us & explanations were easy to understand. I do not feel that there was anything more that could have been improved upon. I would like to thank you for all the advice given to us & how our needs were taken into account.

Mrs B (Isle of Wight) – 2022




I could Trust Mit Fiscal

By nature, I like to only deal with a small number of people. The team at MIT Fiscal particularly suits my needs, as I get to know and trust them.

Mr J (Blandford) - 2021




Went Above & Beyond

On behalf of myself and both my sisters; we can only speak highly of the experience in working with Mark and the team at MIT Fiscal. During an extremely difficult time in our lives after our mothers passing, Mark was patient and went above and beyond to make sure our mother’s finances and our inheritance was dealt with, with all our best interests at heart.

from 3 Sisters - 2021




Peace of Mind

Thanks again for securing mum’s finances, this has brought us peace of mind and I’m sure it would for mum too.

Mr S (Somerset) - 2021




I Feel Confident

Very Impressed with the service so far received & the friendly, easy going manner of the Adviser Mark. Because of other family members history with MIT Fiscal, I feel confident that my affairs will be carefully & fairly dealt with.

Mrs H (Poole) - 2021




Very Patient

My adviser was very patient with me, as I find it difficult to understand investments and finance.

Ms D (Wimborne) - 2021




An Excellent Outcome

The portfolio has provided a decent return over the past 12 months in line with expectations - an excellent outcome given the extraordinary times we have just been through. Our thanks for your continued focus and advice which is very much appreciated by us both.

Mr & Mrs R (Hampshire) - 2021




Absolutely Amazing

You have gone beyond your remit and I really appreciate it. Without your advice I would not be were I am now, you and your Team have been absolutely amazing. Thank you

Mr G (Bournemouth) - 2021




Lost Without You!

Many thanks for your help and advice over the past few months, without it I would have been lost.

Mr L (Dorset) - 2021




Top Notch Team

A top notch team. I can't recommend the friendly and professional advice and service highly enough. I feel assured they understand my outlook on life and translate that into best practice for protecting and enhancing my finances.

Mrs B (Wiltshire) - 2020




Excellent Service

As a long-time customer, I am so pleased with the setup of MIT and very pleased with the excellent service so far.

Mr W (Christchurch) - 2020




Made a Happy Retirement Possible

I have very much welcomed Mark's advice and guidance with both pensions and investments. Mark provides information at a level and in a style I am comfortable with, and have given me more confidence about my financial future. They are always available, provide constant updates, recommendations and suggestions. On our first meeting with Mark it was clear why he had come so highly recommended. Having taken time to investigate my numerous pension plans he came prepared with a number of ideas for moving forward. That plan included the possibility of retiring early and how to achieve that.

I am now happily retired, and it's only through meeting Mark that this has been possible. I am happy to seek advice from experts, and Mark is an expert in his field. My pensions are better invested, with more and better options than I previously had. My investments are working better for me, at a level of risk that I am comfortable with. There aren't too many things more important than peace of mind, and that is what their help has given me. I look forward to a long relationship with them. I would highly recommend them.

Ms A (Dorset) - 2020




Help with Complicated Pension Scheme

I was highly recommended to contact MIT Fiscal on a potentially complicated pension situation and within minutes of first meeting Mark I could understand why. His undoubted expertise was immediately obvious and their advice (based upon clear and easy to understand financial modelling) during subsequent discussions has made it very clear as to the decisions I had to make. However, what has struck me most is his approach in that he is not interested in making short term financial gains from any client, he wants to build a lasting relationship and in the world of Finance I have found that to be an extremely refreshing approach. I cannot recommend Mit Fiscal highly enough.

Mr O (Surrey) - 2020




Outstanding Financial Advice

Your advice and guidance has been really appreciated by the both of us and has helped put us in a good place as a family, when the current situation could easily have sent us the other way. So much so, that my wife is actively considering bringing forward her own retirement should the enjoyment she takes from her current role start diminishing

Mr R (Hampshire) - 2020




A Fabulous Experience!

A fabulous experience as a first contact with MIT Fiscal on 27th May - complicated topics translated into clear explanations, in a language that is understandable to the average man or woman in the street! We look forward to a long and fruitful relationship together - for anybody searching for help in personal financial management, look no further!

Mr & Mrs H - 2020




Rewards from Sensible Investing

Thank you for your good advice over the last 14 years. Thanks to you, I am enjoying the benefits from making sensible investments when I had my own business, so that now I do not need to work full time. It is great to be progressing my new goals in life as I use my early retirement to open up new avenues of interest.

Ms L (Hampshire)




We can now Enjoy our Retirement

We both want to thank you for your help and guidance over the years, I know that we wouldn't be able to look forward to our retirement if we hadn't been introduced to you all those years ago.

Mr & Mrs J (Dorset)




Excellent Retirement Guidance

Many, Many thanks for everything that you have done for us over the past seven years. Your endless help, guidance and honesty has had a massive effect on the planning for my retirement, we couldn't have done it without you.

Mr & Mrs G (Dorset)




Friendly Service

We would both like to offer you and the team there, our thanks for your help, guidance and friendship.

Mr & Mrs M (Hampshire)