0330 038 8941
Based in Chester
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 22 February 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Verified reviews: 100%
Mark has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 16 October 2024
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.
8
Qualifications Uploaded
8 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 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
13
Positive First Impressions
62% of users who are not yet clients had a positive first experience with Mark
62% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 13 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 22 February 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Verified reviews: 100%
Mark has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 16 October 2024
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.
8
Qualifications Uploaded
8 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 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
13
Positive First Impressions
62% of users who are not yet clients had a positive first experience with Mark
62% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 13 first impressions)
I am a Chartered Financial Planner who is passionate about this subject and over 30 years of industry experience helping clients who are fast approaching retirement, or are either in the process of retiring or are retired. I assist clients on a daily basis on a wide range of financial planning issues including: Wealth Management, Financial Planning, Pension Planning, Investment Planning, Retirement Planning, Estate Planning, Protection and Taxation. As an independent financial adviser (IFA) - I work for you with the objective of delivering the best outcome having taken a view of the whole of the financial market.
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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