Mark Carter

Here at Sovereign Wealth my aim is to deliver a personalised Wealth Management service to individuals and businesses, helping them to achieve their personal and financial goals. I am proud to be member of the Chartered Institute of Insurance and hold the Diploma in Regulated Financial Planning enabling me to provide advice on investment planning, protection and retirement planning. I also hold the CII qualifications in Mortgage, Equity Release and Long-Term Care Planning advice. My focus is to provide reliable, high quality and face to face advice that is designed to suit each client’s individual requirements. I always endeavour to provide the best possible outcome for each client’s financial well-being both for the present and their future. I have built my reputation on service and client relationships, which is central to what I do. I offer a no obligation initial consultation, and if I cannot help you, I will certainly point you in the right direction. On a personal front I am a married father to three daughters, aged19,10 and 5 . I have been married to my lovely wife for 11 years and we live in the Stockport area. I love nothing more than spending time with my family and taking day trips but I am also a keen sportsman and like to take part in endurance races and other fitness activities. If you fancy a coffee and initial chat, I'd be happy to help. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 14/05/2024