Mark has been a successful Financial Adviser since 1983. Having established his own financial practice in 1990, Mark has continually strived to grow the business along with his own personal knowledge, expertise and wisdom.

Mark provides bespoke Lifetime Financial Planning, specialising in working with:

  • Successful business owners and company directors
  • People with wealth
  • Those with Inheritance Tax problems
  • People approaching retirement or recently retired
  • Trustees and attorneys
  • Recipients of clinical negligence and personal injury claimants
  • People receiving inheritance

Mark’s mantra is to put people and their values first. He remains as passionate as ever about ensuring his clients receive the very best Personal and Corporate Financial Planning outcomes possible.

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 by clicking 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. Please ask to see a copy of Mark’s SPS, which is available on request.