0121 366 8422
Based in Smethwick
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: August, 2020
4.8 out of 5
Checks 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: 09 July 2025
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
36
Recent Client Reviews
Mark has received 36 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 36 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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 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
Checks 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: 09 July 2025
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
36
Recent Client Reviews
Mark has received 36 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 36 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 April 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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 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
I have been a Financial Planner since 1991, providing advice to high net worth personal and corporate clients that require lifestyle financial planning and seek a professional ongoing service. My particular interests include investments, pre and post retirement planning and Inheritance Tax planning. My client bank is very diverse including young professionals commencing their financial planning journey and those in later life completing theirs. It remains a privilege and responsibility to know so much about my clients private plans and their hopes and dreams. Over the years, I have found the key to been a good adviser has been the ability to listen and understand my clients as well as have sound technical knowledge. In my spare time you will find me pounding the fairways looking to reduce my golf handicap and am also a keen supporter of Wolverhampton Wanderers.
£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
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