0330 038 8941
Based in Chester
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: July, 2013
4.9 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 AuthorityLast checked: 22 April 2026
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Mark has received 11 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Mark has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 15 April 2026
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below8 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 belowMark 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
13
Positive First Impressions
62% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 13 first impressions)62% of users who are not yet clients had a positive first experience with Mark
62% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 13 first impressions)
About
I am a Chartered Financial Planner who is passionate about this subject and over 30 years of industry experience helping clients who are fast approaching retirement, or are either in the process of retiring or are retired. I assist clients on a daily basis on a wide range of financial planning issues including: Wealth Management, Financial Planning, Pension Planning, Investment Planning, Retirement Planning, Estate Planning, Protection and Taxation. As an independent financial adviser (IFA) - I work for you with the objective of delivering the best outcome having taken a view of the whole of the financial market.