0330 038 8939
Based in Exeter
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
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
Last checked: 24 March 2025
1
Recent Client Reviews
Mark has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
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: 20 February 2025
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
Transparent Fees
Mark has not yet added their fees to their profile
Fees not yet added
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
Last checked: 24 March 2025
1
Recent Client Reviews
Mark has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
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: 20 February 2025
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
Transparent Fees
Mark has not yet added their fees to their profile
Fees not yet added
Experienced adviser with 20 years in financial services, Diploma-qualified; can advise you on Life Assurances, Pensions, or suitable investment strategies, whether individual or commercial. Speciality: SSAS/SIPP including property purchase, loan backs, unquoted equity purchase. Friendly and supportive and always aim to explain complex matters clearly.
£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
Savings
Age group
Clients' level of financial expertise
Review
by a verified client in Cornwall
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning, investments and savings.
How has Mark Welsh helped you?
Mark has guided me through the process of retirement planning, investments and savings and explained tax situations very clearly to me. He is always available when I have further questions to ask.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Cornwall
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial and inheritance planning
How has Mark Welsh helped you?
Mark demonstrated an impressive depth of knowledge and a genuine passion for helping me. He took the time to explain complex concepts in a clear and accessible manner, ensuring that I felt confident and well-informed every step of the way. What stood out most was his dedication to tailoring a strategy that aligns perfectly with my individual needs and aspirations. His attention to detail, coupled with a proactive approach, instilled a sense of trust and assurance.
Have you seen the outcome you were hoping for?
Thanks to his guidance, I now have a robust strategy in place, providing me with peace of mind. I wholeheartedly recommend Mark to anyone seeking a knowledgeable, personable, and results-driven professional to navigate the complexities of financial planning.
What could they have done better?
Nothing I can think of at this stage.
Review
by a verified client in Hampshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to maximise my return on investment and eventual retirement income.
How has Mark Welsh helped you?
Mark has a wide knowledge of the market and has helped reduce costs and increase returns.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
The market has not been with us, but the return has been adequate.
Review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to plan for retirement and get independent guidacrbin my pension options.
How has Mark Welsh helped you?
Regular contact including face to face to provide information advice and guidance on my pension investments pre- retirement and post retirement.
Have you seen the outcome you were hoping for?
Yes,I am very satisfied with the pension investment decisions,I made, following advice from Mark.
Review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on company pension when I started company
How has Mark Welsh helped you?
Mark has set up my company s a p and giving very good advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
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