0330 038 8938
Based in Ingatestone
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: November, 2021
4.8 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: 21 April 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Mark has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 20 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: 18 November 2024
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 profile
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Mark has not yet added their qualifications to their profile
Transparent Fees
Mark has not yet added their fees to their profile
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Mark has not yet added their fees to their profile
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: 21 April 2025
Mark and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Mark has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 20 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: 18 November 2024
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 profile
Qualifications not yet added
Mark has not yet added their qualifications to their profile
Transparent Fees
Mark has not yet added their fees to their profile
Fees not yet added
Mark has not yet added their fees to their profile
My career began in banking with Lloyds, before I was encouraged to become a financial adviser. After 12 years with Lloyds, I decided that if I were to continue in financial services, it had to be on an independent adviser basis. Many financial adviser and wealth manager firms are driven by a major focus on gathering assets under management. My passion is to assist clients with lifestyle financial planning to ensure they can have the lives that they wish for, supported by a robust and focussed investment strategy.
Offers available through VouchedFor
Contact Mark through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
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