0330 038 8938
Based in Newbury
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FCA status: Certified by Firm
Last checked: 09 March 2025
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
34
Recent Client Reviews
Verified reviews: 100%
Mark has received 34 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 20 December 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.
1
Qualifications Uploaded
1 qualification certificate 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
5
Positive 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 5 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 09 March 2025
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
34
Recent Client Reviews
Verified reviews: 100%
Mark has received 34 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 20 December 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.
1
Qualifications Uploaded
1 qualification certificate 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
5
Positive 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 5 first impressions)
Having been in the industry for about 15 years, I have always believed that you can never stop learning. I am an expert in Pensions, Investments and Inheritance Tax planning, all backed up by many years of exams and qualifications. I live in Berkshire and I work out of our London office, so I have clients dotted all around the South of England, from Kent to Wiltshire. I find it particularly interesting when people's finances are complicated as this is where I feel I can add most value. I like to keep active and have been known to run the odd marathon and jump out of planes.
£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
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.