0330 038 8939
Based in Swadlincote
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: March, 2017
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: 26 March 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Mark has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 19 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: 22 April 2025
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.
7
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 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
19
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 19 first impressions)
95% of users who are not yet clients had a positive first experience with Mark
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 19 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: 26 March 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Mark has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 19 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: 22 April 2025
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.
7
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 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
19
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 19 first impressions)
95% of users who are not yet clients had a positive first experience with Mark
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 19 first impressions)
Financial Adviser with 20+ Years of Experience I have over 20 years of experience in financial services, starting as an adviser support and working my way up to become a paraplanner and then an adviser. I specialise in investments and pensions, both pre- and post-retirement. I received Chartered status from the Chartered Insurance Institute in 2014. I work with a diverse range of clients, from young professionals just starting their financial planning journey to those at or nearing retirement. I believe that the key to being a good adviser is not just having a high level of technical knowledge, but also taking the time to listen and fully understand my clients, their families, and their objectives. I offer all new clients a free, no-obligation initial meeting so that you can be confident that you will be comfortable working with me. I only accept clients where I am confident that I can add real value to their current circumstances. Outside of Work Away from work, I enjoy spending time with my young family, supporting their various sporting and extracurricular activities. Here are some of the services I offer: Investment advice Pension advice Retirement planning If you are looking for a financial adviser who can help you achieve your financial goals, please contact me today for a free, no-obligation initial consultation.
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
Mortgage value
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Adviser Disclaimer
Integritas Financial Planners Ltd (FCA No: 623126) is an appointed representative of Baron & Grant Investment Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA No: 930900. Auto-enrolment is regulated by The Pensions Regulator. Some aspects of Tax Planning are not regulated by the Financial Conduct Authority. Some aspects of Inheritance Tax Planning are not regulated by the Financial Conduct Authority. NS&I products are not regulated by the Financial Conduct Authority.