0330 038 8939
Based in Bournemouth
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2020
5 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: 19 January 2026
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
24
Recent Client Reviews
Mark has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 24 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 October 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
15
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 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
28
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 28 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 28 first impressions)
I am a Chartered Financial Planner and Fellow of the Personal Finance Society at Clinton Kennard Associates. Achieving 'Fellowship' is something that only a very small percentage of UK Financial Advisers achieve as it takes many years of exams and experience. Having dedicated many years of my life to providing financial planning advice, I am delighted to call myself a 'Fellow'. I have been providing personalised financial planning advice to my clients for over 25 years and now choose to specialise in providing retirement, IHT and investment advice. Our goal at Clinton Kennard Associates to 'make the complex simple' - this is the only way for our clients to make well-judged and informed decisions. The value of pensions & investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Clinton Kennard Associates Limited is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited is entered on the FCA Register (https://register.fca.org.uk/s/) under reference 440703. Registered in England and Wales, No 06931625, Registered Address: Clinton Kennard Associates, Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN. Approver Quilter Financial Services Ltd 02/04/2025