Mark Davis

Mark Davis

Sandringham Financial Partners

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8938
Based in Huddersfield
View location

Top Rated 2025
Verified since: April, 2023

4.8 out of 5

72 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 03 July 2025

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

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 14 March 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

    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 5 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 03 July 2025

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

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 14 March 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

    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 5 first impressions)

I have worked in Financial Services since 2015, having previously worked in a management role within fund administration. I joined Sandringham Financial Partners in 2019 from Zurich, where I had been a Platform Consultant to Financial Advisers. Prior to becoming an IFA myself, I worked as a Paraplanner, assisting Advisers in creating in-depth financial plans and providing appropriate advice to their clients. I aim to work together with you in an open and honest way to develop a plan that is clear and appropriate for your needs, while continuing to be there for you after the plan has been put in place to ensure it continues to meet your goals and objectives. I am able to work with anyone in the UK and offer advice around savings and investments, pensions, personal & business protection, mortgages and lifetime mortgages. I am also able to assist with IHT planning as well as any retirement concerns.

£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

Household income

Savings

Age group

Clients' level of financial expertise

Reviews of Mark

Are you a client of Mark? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.