Mark has been in the financial services industry for over 20 years.

Mark is a great believer in the value of building long term relationships with both private clients and professional introducers. He places great importance in communicating regularly with clients to make sure that their financial planning objectives are reviewed and met.

The official bit

All financial advisers must be registered with the Financial Conduct Authority (FCA).

You can view Mark’s entry on the FCA Register here.

Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.

An adviser’s SPS must be renewed annually. We can provide you with a copy of Mark’s SPS on request.