Independent Financial Planner
Mark qualified as a financial planner in 2002, aged just 22. Since then he has focused on providing his clients with high quality, impartial financial advice.
Mark specialises in financial planning for people close to, at or past retirement. He also spends much of his time working with business owners. He has built a strong reputation throughout his career and, as the results below show, his clients continuously rate his overall performance highly.
Mark is a strong advocate of using technology to help plan his client’s financial future using the latest technology to create bespoke financial plans for his clients.
Outside of work, Mark enjoys staying active by playing football, going to the gym, cycling and running.
Pure Offices Weston, Pastures Ave, St.Georges, Weston Super Mare, BS22 7SB
How our clients rate us
We regularly ask our clients to complete surveys assessing the services we deliver. Our latest findings show that, over the past two years, clients have consistently given Mark high reviews:
A few quick questions
During the workday, what question are you asked most?
“Where should I put my money?”
What does your dream retirement look like?
“To relax and do all the things I didn’t have the time to do whilst working.”
What’s your proudest moment as a financial adviser?
“Starting my own business.”
“What’s your number one financial planning tip?”
“Diversify; all assets behave differently over time and in each stage of the economic cycle. Diversification is therefore a key way of managing risk.”
“What would you change about financial services if you were in charge for a day?”
“Encourage the wider and better, use of technology to streamline our work and help us work more efficiently.”
Never stop learning
Mark takes his ongoing professional development seriously, this is shown by his extensive qualifications, as well as examinations sat and passsed:
Diploma for Financial Advisers (DipFA)
Advanced Financial Advice
Financial Services, Regulation and Ethics
Certificate in Mortgage Advice and Practice (CEMAP)
The Financial Services Environment
CeMAP Bridge Paper
Certificate for Financial Advisers (CEFA)
Introduction to Financial Services and Products
Client Assessment & Advice
Mark is also working towards his Level 6 Diploma in Financial Advice.
Taxation, Trusts and Tax Compliance
Keeping it official
Financial advisers in the UK must be authorised by the Financial Conduct Authority, you can view Mark’s entry in the FCA Register by clicking here.
All advisers must also have a Statement of Professional Standing (SPS), which can only be issued by a FCA appointed accredited body. The SPS shows that the adviser has:
- Has adhered to a code of ethical standards
- Holds the required qualifications for the activities they undertake; and
- Has completed appropriate Continuous Professional Development and has complied with APER (Statements of Principle and Code of Practice for Approved Persons)
Click here to view Mark’s Statement of Professional Standing.