0330 038 8940
Based in Fareham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2024
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 Authority
Last checked: 24 April 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Mark has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 12 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: 10 April 2025
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.
1
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 3 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 3 first impressions)
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: 24 April 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Mark has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 12 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: 10 April 2025
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.
1
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 3 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 3 first impressions)
My focus is to be the very best financial adviser for my clients. Eighteen Wealth Planning Limited offers high levels of servicing and a relationship that you can trust. I am qualified as a Chartered Financial Planner and have fulfilled a number of different roles in my 26 year career. I spent 12 years looking after businesses and business clients and five years looking after Private Banking clients in Winchester. Both of these roles were with Lloyds Banking Group. I have now been running my own practice for over six years. Every client is different and the advice process will be tailored to you so that you get the right solution that will be independent and impartial. Personally, I am a proud Dad of three and enjoy spending time with the family and keeping fit.
£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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
The process we follow is thorough and tailored to each client. Eighteen Wealth Planning Limited offers independent services and whole of market advice relating to these services. Eighteen Wealth Planning Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Tax and Trusts. The future value of investments can fall as well as rise and future growth is not guaranteed.