0330 038 8940
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: June, 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 statusLast checked: 03 August 2026
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
83
Recent Client Reviews
Mark has received 83 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Mark has received 83 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: 02 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.
Qualifications Uploaded
Mark has not yet added their qualifications to their profileQualifications not yet added
Mark has not yet added their qualifications to their profile
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
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 7 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 7 first impressions)
About
I have worked in financial services for 2 decades providing independent financial advice to a diverse range of clients throughout the UK. I am a Chartered financial planner and I am Fellow of the Personal Finance Society which is considered the highest standard of professional competency. I pride myself of helping my client’s reach their financial objectives through a providing a holistic approach to their finances, ranging from retirement planning, pensions, inheritance tax planning, protection, cashflow forecasting to complex tax work. Outside of work, I enjoy beach walks with my Beagle and travelling the globe following my sports teams.