Mark Chappell

Mark Chappell

Octo Wealth Management Ltd

Minimum savings/pensions: Any amount

0330 038 8940
Based in Ripon
View location

Verified since: July, 2024

4.8 out of 5

32 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 April 2025

    Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 31 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Mark has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Mark has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 April 2025

    Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 31 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Mark has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Mark has not yet added their fees to their profile

Mark is a qualified and experienced Financial Planning Consultant with over 27 years’ experience in the Financial Services industry. Mark is an extremely engaging and affable professional with a natural curiosity and willingness to help his clients. He understands that the decision for any individual to seek out financial advice is rarely taken without significant consideration. Therefore, Mark’s sole focus through his skill, knowledge and professional judgement is to help clients take control of their financial situation to achieve the life they want. Outside of work, Mark is married with two grown up children. He is a keen runner, angler, music aficionado and long-suffering supporter of his beloved York City FC. On a weekend he can often be found either pounding the streets running, up to his knees in mud on a riverbank or screaming himself hoarse on the terraces of YCFC!

£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

Mortgage value

Savings

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.

Reviews of Mark

Are you a client of Mark? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.