Mark Saunders

I started work in the Finance industry over 30 years ago. Working in London for the largest Friendly Society in the World; Liverpool Victoria. I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your wealth. I have lived and worked in many Countries outside of the UK including Spain, Switzerland France and Sweden offering financial advice to expats and International workers. As a fully qualified wealth manager with experience in both local and international financial services, I am now dealing exclusively with people resident in the UK. I take the time to understand who my clients are, the stories behind their lives, where they are now and what they wish to achieve in the future. Customer care is at the very heart of my business model. Whilst there will always be some similarities with your goals, such as being able to retire comfortably, buying your first home, supporting your children through university, having life changing holidays etc, the details are often unique and personal to you. I take the time, in a relaxed manner, to understand the individual needs of each client and recommend the best possible solution. Life can be challenging enough, so my role is to substitute confusion with SIMPLICITY. I believe in solutions that match my clients requirements and explain the options available without the jargon. My experience and expertise covers Pension Planning, Financial Planning, Wealth Management, Investment Advice, Retirement Planning, Tax Advice and Trust and Estate Planning. In addition protection products including specialist Insurance and Mortgage lending. I have a high level of knowledge and on the ground experience, covering advisory services to individuals and the development and delivery of pension solutions. I provide a no obligation initial meeting in order to ascertain your requirements; contact me on 07960 240366 or email mark.saunders@sjpp.co.uk Trusts are not regulated by the Financial Conduct Authority Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx