0330 038 8939
Based in Bournemouth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 March 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Mark has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 18 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
15
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 qualification certificates available to view
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mark has provided information on their typical fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
28
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 28 first impressions)
100% of users who are not yet clients had a positive first experience with Mark
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 28 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 March 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Mark has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 18 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
15
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 qualification certificates available to view
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mark has provided information on their typical fees
Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
28
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 28 first impressions)
100% of users who are not yet clients had a positive first experience with Mark
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 28 first impressions)
I am a Chartered Financial Planner, Fellow of the Personal Finance Society and Pension Transfer Specialist at Clinton Kennard Associates. Achieving 'Fellowship' is something that only a very small percentage of UK Financial Advisers achieve as it takes many years of exams and experience. Having dedicated many years of my life to providing financial planning advice, I am delighted to call myself a 'Fellow'. I have been providing personalised financial planning advice to my clients for over 25 years and now choose to specialise in providing retirement advice, specialising in both defined benefit and money purchase pension schemes. Our goal at Clinton Kennard Associates to 'make the complex simple' - this is the only way for our clients to make well-judged and informed decisions. The value of pensions & investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Offers available through VouchedFor
Contact Mark through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Mark's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Clinton Kennard Associates Limited is registered in England & Wales no. 06931625. Registered Address: Clinton Kennard Associates, 7 The Old Pottery, Manor Way, Verwood, BH31 6HF. Clinton Kennard Associates Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register https://register.fca.org.uk/s/ under reference 440703 and 440718. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.