0161 219 8576
Based in Wilmslow
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: December, 2023
4.9 out of 5
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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: 30 April 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
Mark has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 21 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 December 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.
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Mark has not yet added their qualifications to their profile
Transparent Fees
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Mark has not yet added their fees to their profile
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: 30 April 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
Mark has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 21 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 December 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
I joined DBL at the beginning of 2018, having previously taught business studies at Wrekin College where I was also the Director of Rugby (a big passion of mine). Financial services had always been a profession in which I was interested in, as I had benefited from Dacre’s (another adviser at DBL) financial advice myself. Therefore, I decided to make a career change and move into the financial sector. Having completed my professional examinations, I am now a fully qualified financial adviser at DBL Asset Management. My first-hand experience with the issues sports professionals face is invaluable in my day-to-day role and helps me provide a more tailored service for my clients. DBL Asset Management has provided independent financial planning and advice to clients from our offices in Wilmslow, Cheshire since 2007. We are a truly independent financial advisory firm, providing a bespoke service to a broad client base with a variety of life goals. Our philosophy is to create long-term relationships and build a deep understanding of our clients’ motivations and future plans, which will enable us to advise them in making the right decisions about their wealth.
£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).
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