Mark Chandler

I am a Chartered Financial Planner with over 35 years’ experience working in the Life & Pensions sector. I am a Chartered Fellow of the Personal Finance Society, a Chartered member of the Chartered Institute for Securities & Investment, a member of the Society of Mortgage Professionals, an affiliate member of the Society of Trust and Estate Practitioners and an Associate of the Institute of Professional Will Writers. Working with a financial planner affords you and your family the freedom and opportunity to live the life you wish. I am here to help you with a holistic financial planning service, including tax planning, tax and inheritance tax mitigation, savings and investments, wealth management, insurance and protection, pensions and retirement and estate planning. I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life including: • Plan and analyse your financial goals • Project them forwards over time • See how changing circumstances will impact your plan • Assess the likelihood of achieving your goals • Bring clarity and accuracy to the actions you need to take along the way I work extensively with business owners, high earners, and high net worth individuals, all of whom need specific, expert tailored advice surrounding tax, tax allowances and pension planning – both as an individual and alongside your spouse or partner to efficiently manage your finances in the short, medium and long term. I offer you expert financial solutions and services from saving up for your first home to protecting your family’s inheritance in later life – and everything in between. I live in the Yorkshire Dales with my family and enjoy music and equestrian pursuits.