0330 038 8941
Based in Carluke
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FCA status: Certified by Firm
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
Last checked: 20 May 2025
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
8
Recent Client Reviews
Mark has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 8 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: 19 May 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.
Qualifications Uploaded
Mark has not yet added their qualifications to their profile
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Mark has not yet added their qualifications to their profile
Transparent Fees
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Mark has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
Last checked: 20 May 2025
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
8
Recent Client Reviews
Mark has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 8 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: 19 May 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.
Qualifications Uploaded
Mark has not yet added their qualifications to their profile
Qualifications not yet added
Mark has not yet added their qualifications to their profile
Transparent Fees
Mark has not yet added their fees to their profile
Fees not yet added
Mark has not yet added their fees to their profile
Mark joined Succession in the role of Wealth Planner in October 2023 following the integration with Aviva Financial Advice. With over 25 years in Financial Services as a Financial Planner, Mark has a wealth of experience dealing in various advice roles supporting personal clients, high net worth clients and has more recently he has specialised in at retirement planning, pension consolidation and investment advice. Mark currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited. Based in South Lanarkshire. I love spending time with my grown-up family, socialising and walking the dog. My big pastimes are music, going to gigs and watching football.
£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
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Adviser Disclaimer
Aviva Financial Advice is a trading style of Succession Financial Management Limited (“Succession”), which is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Succession Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 225831. Succession Financial Management Limited is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number: 04454027.