0161 219 8546
Based in Manchester
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
Last checked: 17 January 2026
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
Recent Client Reviews
Mark has not received any client reviews in the past 12 months
Mark has not received any reviews in the last 12 months
Mark has not received any client reviews in the past 12 months
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: 19 June 2023
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.
23
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
23 qualification certificates 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
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with Mark
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 10 first impressions)
I’ve been helping people sort out their money for 20 years; I love making it a pleasure rather than a chore. I get a buzz from helping my clients identify what they want from their money and their lives, putting a plan in place to achieve that and seeing it come to fruition. In my 20s, I was one of only a handful of advisers to become a Fellow of the Personal Finance Society (the highest qualification available to planners). I’ve been the lead financial planner at 3-S for the past decade, taking care of our clients both new and old. Over the years, I’ve been able to help all sorts of people, but nowadays I tend to specialise in business owners or directors who have some discretion over their incomes, especially those coming up to retirement. I also love to help creative people navigate the world of money, allowing them to concentrate on what they do best. And I will always have time for those like me, trying to maximise their enjoyment of life and family now while building financial security for later. My firm is Chartered and has been since 2012. Chartered status is the “gold standard” accreditation in financial planning. You can be confident you will receive the best possible service and advice far into the future. Ready to book a meeting? Got a question? Get in touch today to see how I can help.