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 feedbackVerified since: July, 2025
4.7 out of 5
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FCA Status: Pending
Checks for Mark and/or the firm they work for (or are appointed representatives of) are currently pendingThis check is pending
Checks for Mark and/or the firm they work for (or are appointed representatives of) are currently pending
25
Recent Client Reviews
Mark has received 25 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Mark has received 25 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: 23 April 2026
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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About
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. Please note Argentis rebranded to Shackleton on the 1st September. Any references to Argentis in client reviews prior to 1st September, relate to the company's previous brand.
