0161 300 0019
Based in Sale
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: October, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Mark has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 10 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: 11 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.
4
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 9 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 9 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Mark has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 10 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: 11 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.
4
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 9 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 9 first impressions)
A highly experienced Chartered Financial Planner, I entered the Financial Services industry in 1997 after graduating from Manchester Metropolitan University with a BSC Honours degree. Over 20 years, I have developed a strong network of private and corporate clients throughout the UK. I focus on developing a deep understanding of my client’s goals. This enables me to provide truly independent financial advice that helps ensure my clients are able to meet their financial objectives.
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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Adviser Disclaimer
MGT Financial Planning Ltd is an appointed representative of Sense Network Limited which is authorised and regulated by The Financial Conduct Authority. Registered in England & Wales No.: 13377163 Registered Address: MGT Financial Planning Ltd, 7 Christie Way, Christie Fields, Manchester, M21 7QY