0330 038 8938
Based in Chelmsford
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: September, 2023
4.9 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: 16 April 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Mark has not received any client reviews in the past 12 months
Mark has not received any reviews in the last 12 months
Mark has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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
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: 16 April 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Mark has not received any client reviews in the past 12 months
Mark has not received any reviews in the last 12 months
Mark has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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
Covering the East Anglia & Central London regions, I have spent over 30 years in the financial planning and private wealth management profession catering for Business Owners & High Net Worth individuals giving them access to bespoke, impartial financial advice. By not being tied to any particular product-providers, nor owned by a larger entity, we are able to offer truly impartial and unbiased guidance and advice without the risk of any conflicts of interest. In an age of high taxation, low returns and often opaque charges, achieving any rate of growth with your investments is becoming increasingly difficult. We offer advice in the following key areas: • Investment & Retirement planning • Personal and Business Insurance • Tax & Estate Planning We offer a no-nonsense, jargon-free service to City professionals and business owners based in London, Essex & Suffolk. I pay particular attention to simplifying my clients’ existing, often overly-complicated, financial arrangements so that they understand what they have and why they have it, both during and after their working lives. In essence it is my role as their trusted adviser to ensure that my clients "have the right money in the right place at the right time" throughout their lives. I enjoy the flexibility of maintaining long-standing client relationships with London-based individuals as well as those in and around the Chelmsford and Colchester areas too.
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
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
PLEASE READ THE FOLLOWING VERY CAREFULLY - So that you do not waste your time, please do NOT contact me if:- 1. You do not have a UK address 2. You are from the United States of America or a Green Card holder 3. You are a non UK resident 4. You have a serious criminal record 5. Your investment time horizon is less than 3 years 6. You are seeking execution-only investment / pension services 7. You are enquiring about Crypto currencies or Crypto derivatives 8. You are seeking free advice - If your enquiry meets any of the above criteria and you have wasted my time then you will be invoiced for the costs we have incurred for receiving your enquiry via VouchedFor. - Free financial GUIDANCE for UK individuals can be sought from: https://www.moneyhelper.org.uk/en [ This was created by government and FCA-regulated financial advisers pay an annual levy to fund this. It may be sufficient to answer your questions or MoneyHelper may still need to direct you towards formal Independent Financial Advice for specific, personalised advice. ]