0330 038 8941
Based in Carluke
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: May, 2025
4.8 out of 5
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 April 2026
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
33
Recent Client Reviews
Mark has received 33 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 33 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: 24 November 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.
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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.