As an established and experienced Independent Financial Advisor, Mark assists clients in managing their portfolios and investment strategies. He provides savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected.
Mark joined the industry in 2015 and in late 2017 became an Investment Adviser. He now concentrates on building relationships with clients, providing holistic advice and helping them to achieve their goals.
Mark helps clients to invest for the future, provide for their families and protect their businesses. He offers objective, tailored solutions that enhance his clients’ lives. The advice Mark provides is independent, reliable and unique to each client.
Mark specialises in planning for retirement and passing on wealth, including protection, pensions and investments. Areas he can assist with including maximising ISA allowances, auto-enrolment of new employees, tax planning and the consolidation of pensions.
Mark would like to talk to you if you are:
– retired, or approaching retirement and reviewing your pensions and plans
– the manager of an SME, or a small business owner, seeking a financial health-check
– an individual looking for guidance on financial planning
Testimonial
"I find Mark listens and he is very easy to talk to. If you are unsure, he will go over the details again and again until you understand. Mark makes his points clearly, but he doesn't push you. He goes over the details until you are completely sure. Mark is friendly, approachable and gives off an air of knowing exactly what he's talking about."
Michelle Allsopp
Testimonial
“It is refreshing to be able to find a suitably qualified Good Pensions adviser from the Internet. Mark has his client's interests at heart, was never pushy as a salesman, and gave good impartial advice. I had the opportunity to meet and talk face-to-face which was much better. I wouldn't have the slightest hesitation in recommending him”
Gavin Sloan
Testimonial
"Mark was polite, courteous and nothing was too much trouble. I asked him to come to the house, which he did. Mark was friendly, chatty and explained exactly what he want-ed to do. Mark gave me plenty of time to consider before I agreed and then he sorted it out. It was so simple and straightforward - I am very happy."
Daniel Scott
