0330 038 8942
Based in Witham
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2025
4.7 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: 24 February 2026
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
12
Recent Client Reviews
Mark has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 12 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: 24 October 2025
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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For over 20 years I have specialised in providing pre & post-retirement planning. I assist my clients in planning for the retirement they aspire to, providing peace of mind regarding their financial affairs and addressing concerns about transitioning from work to relying on savings and pensions for future financial security. An important part of this planning involves analysing future cashflow to understand income and expenditure during retirement. Additionally, when discussing investment strategies for growth or income, I address potential investment losses to help clients manage apprehension during market volatility and stay on track with their plans. And of course, a significant part of this work involves tax planning, aiming to create efficiencies using a range of products that suit clients' specific needs and objectives. I'm very passionate about my work as it is a privilege to play such an important role in helping them plan and have peace of mind around their retirement. Advice on tax planning is not regulated by the Financial Conduct Authority.