"A combined in-depth knowledge of the UK pension transfer process plus a commitment to getting things done properly have assured me that I made the right decision in instructing Charter Square to carry out my transfer. The financial advisor that Charter Square put me in touch with, Mark Baker has also proved instrumental in making the right investment choices going forward.” - Stuart F.

"I had no idea which New Zealand QROPS would be the best to suit my personal circumstances. Mark was able to talk me through my options slowly and demonstrate real value and knowledge around the scheme that would suit best me and the reasons behind that scheme selection."
- Michael F.

"I have been a client of Mark’s for more than 15 years and through that time I have genuinely been appreciative of Mark’s willingness to listen to my needs and adapt my financial plan to my changing needs and circumstances. I would certainly recommend Mark’s services to anyone looking for personal service and first class investment advice."
- Belinda S.

"Mark explained in simple terms what was required in order for me to transfer my pension and draw down my benefits. Mark certainly made what seemed like a complicated process less stressful and I would highly recommend his services to anyone." - Richard S.

“I have been getting magnificent pension advice since moving my UK pensions to New Zealand. Mark is my i-Select Pension Scheme advisor and has given me real time advice on my current funds. I receive regular updates about my funds and the GBP/NZD exchange rates. Mark has excellent knowledge of the international financial markets, and I am pleased to know my funds are in trusted hands.” - Vera S. - Porirua, New Zealand

“Mark has a great team around him, drawing unreservedly on specialist knowledge and expertise to add to his own strong technical abilities to ensure that he provides a premium service to his clients. He is accessible and personable and has an innate ability to build trust easily. Mark likes to surround himself with experts in their field, complimenting his own strong technical abilities, in order to leave no stone unturned for his clients. He is dedicated to his clients, has great rapport with them by speaking their language, and is only ever a phone call away. He is creative and practical and is a great fit with the i-Select model.” - Chris Heffernan - CEO, iSelect scheme

“I have no hesitation in recommending Mark. He was instrumental in helping me transfer my UK pension to a QROPS registered scheme in New Zealand. Always on hand to explain or answer my questions - making the process seamless and really easy. Mark is great source of information and a pleasure to work with.” - Elizabeth H. - Auckland, New Zealand

”For the last 10 years Mark has been my personal Investment Advisor following my early retirement due to health issues. I have found his advice to be invaluable. His understanding of my personal circumstances and the fact that I am able to trust that he will respect the confidentiality of such has been much appreciated. Mark appears to have a good grasp of the world economy and financial matters as a whole. His advice regarding asset allocation and risk vs. returns has also been appreciated. He keeps in touch with regular newsletters plus personal contact as required. I would not hesitate to recommend him as an advisor. - Kenneth S. - Queenstown, New Zealand

“Mark is one of our key advisers on the Select Wealth Management product and an important member of our Select Advisory Group (SAG). The SAG group meets on a quarterly basis and comprises representatives from the Select network. We value their contribution to the continued improvement of the SWM product and Mark is a valuable contributor in that forum. Mark has experienced impressive growth in his business and has always presented himself in a professional manner, putting his client’s interests first and maintaining a high-level of professional standards.” - Andrew Kelleher - Director, JMI Wealth Ltd

“I have been dealing with Mark Baker for around 3 years now. My first contact was when investigating companies that help migrating/converting UK pensions to the New Zealand superannuation model. After undertaking interviews with 3 originations to ascertain my options, understanding, costs and lastly personal service, I agreed to move forward with Mark. My reasons were based on his in-depth understanding and knowledge of the UK pension system. The information he was able to supply on the process to be followed. And lastly, he set what I consider to be very real expectations. Other organisations contacted gave more of a sales type delivery, highlighting what I now know were unrealistic rates of interest and performance. During the time Mark has been working as my personal adviser he has not disappointed on the level of commitment and personal service. Never more than a phone call away with any emails answered in a timely manner. He is always keeping me briefed on market trends and how best to safeguard my investments. In short, I’m very happy with all of my dealings with Mark and would happily recommend friends and family requiring any service’s he has to offer.” - Andrew Cartman - Auckland, New Zealand

“Mark always seems to lead you up the right path. His judgement very good, and his knowledge of QROPS Pension rules is excellent. I found Mark to be available at all times on the phone whether I be in Italy or the UK, with sage Investment advice. Mark has been a pleasure to work with.” Horace H. - Nelson, New Zealand

“Mark has been my financial advisor for over three years. Working with Charter Square, they moved my UK pension into an NZ QROPS scheme. Their process managed the complex tax rules very efficiently and the service was transparent with reasonable fees compared to other companies. Since the move of funds, Mark has provided sound investment advice and has always been readily available to discuss any new requirements. The online portfolio view is useful to track fund movements and it has been nice to see my funds grow. While most of the communication has been via email and phone, Mark has made the effort to catch up in person a couple of times a year which is much appreciated.” Richard H. - Auckland, New Zealand

“A colleague recommended I reach out to Mark to seek advise on how best to migrate my UK pension back to NZ. I found Mark and the team at Diligent very well informed of the process, pitfalls and advantages of bringing my pension back within 4 years of leaving. Navigating the two tax jurisdictions and the ease of the process to transfer back made dealing with Diligent and their partners a pleasure. Mark and I are still in regular contract to best manage my pension going forward and not only does Mark offer advice and make recommendations but also listens to how I would like to best manage my finances which is a great positive for our relationship. I would not hesitate to recommend Mark and his team should anyone wish to relocate their pension.” - Andrew D. - Auckland, New Zealand

“Mark Baker has been very helpful and efficient in helping me with my pension funds. He has always communicated with me promptly and clearly. I would have no hesitation in recommending him to anyone who needed his services.” Klass S. – Canterbury, New Zealand

“I have to admit that when I first engaged with the team at Diligent Wealth it was not without some trepidation, due to the daunting task of transferring my UK Pension to NZ. The transfer of funds and the subsequent investment of these funds has resulted in a seamless transition, to which I am truly grateful. From the outset, I found Mark to be professional, approachable and very transparent.” - Mark W. – Mount Maunganui, New Zealand