0330 038 8940
Based in Newcastle-upon-Tyne
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: November, 2019
4.8 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: 01 April 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
Mark has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 34 client reviews in the past 12 months; 100% of these have been verified
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: 06 November 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.
3
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
12
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 12 first impressions)
92% of users who are not yet clients had a positive first experience with Mark
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 12 first impressions)
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: 01 April 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
Mark has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 34 client reviews in the past 12 months; 100% of these have been verified
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: 06 November 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.
3
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
12
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 12 first impressions)
92% of users who are not yet clients had a positive first experience with Mark
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 12 first impressions)
I am an Independent Chartered Financial Adviser, I help clients to take control of their financial plans using specialist advice. In particular, I will work with you to give you a clear financial plan for the future. A plan that helps you avoid any financial issues, such as overpaid taxes, makes your money work harder and gives you back the control of your finances. This Includes: - Pension and retirement planning - Management of investments - Tax planning and minimisation - Financial protection - Workplace Pension Advice So if you are concerned about an uncertain financial future and you want a clearer approach to your financial objectives You are in the right place… Message me here to set up an opportunity for a chat or meeting to review your goals and how I can help you reach them.
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
Savings
Clients' level of financial expertise
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