Mark Lloyd

Mark Lloyd

Shackleton Advisers Limited

Minimum savings/pensions: Over £50,000

0127 376 7211
Based in Hove
View location
Top Rated 2026
Verified since: May, 2025
4.6 out of 5

23 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 January 2026

    Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 August 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Mark has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Mark has not yet added their fees to their profile

  • 5

    Positive First Impressions

    80% of users who are not yet clients had a positive first experience with Mark

    80% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 5 first impressions)

I have a been in the financial industry since 2004 and as an independent financial adviser since January 2011. I hold the Diploma in financial planning and currently working becoming a Fellow of the Chartered Insurance Institute. I also hold certificates in Mortgage advice and equity release. I am a big believer in building strong and long-lasting relationships to achieve the best possible financial outcomes for my clients. In the first instance, I take my time listen to each client and help them develop a bespoke financial plan for now and in the future. I take great pride in knowing that I have helped clients, from all walks of life, achieve their financial needs, goals and objectives. Outside of work I enjoy spending time with family and friends, managing a youth football team for my local community and exploring the great outdoors.