Project Description
APFS, Chartered Financial Planner
Areas Covered: West Lancashire, Preston and Chorley
Mark’s aim is always to offer a first class independent financial planning service to clients as part of an ongoing long term relationship. This involves providing proactive advice in respect of all aspects of an individual’s financial affairs.
Making complex financial issues easier to understand, Mark is a well-established, Chartered Financial Planner, qualified to give independent financial advice. This means he works on your behalf to gain the best outcome from the whole of the market. He takes great pride in the True Bearing work ethic, having spent many years building a reputation for being fair, honest and truthful, working under the moto of ‘it’s all about good advice and good service’.
An expert in the financial planning field, he is committed to working in partnership with clients over the long-term to bring all aspects of their finances together into a single integrated wealth strategy.
Mark’s focus is always helping clients take control of their wealth and plan for their future. In his own words, his philosophy is ‘providing advice for the present and the future by building a relationship for life’.
Recognised as a VouchedFor top 250 UK adviser by the Sunday Times, he advises on all aspects of financial planning, from investment strategy and tax planning through to pensions, retirement and protecting wealth. He believes in honest and straight forward advice with a clear focus on building a strong long term client relationship.
After 25 years in financial services, Mark joined the True Bearing team in 2013. He was attracted to the firm’s approach to financial planning which he found both refreshing and visionary.
Mark’s aspirations, determination and drive to be the best in his field earnt him his promotion in early 2017 and he is now a Senior Associate Director at True Bearing. A well-deserved recognition which demonstrates his ethos to always put his client’s needs first.
Wanting to stay at the forefront of his profession, Mark holds the ‘Chartered Financial Planners’ status, an achievement held by the top 12% of financial planners in the country.
Alongside his work, Mark enjoys spending time with his wife and two sons. He is also a keen runner and has completed two marathons to date!
For advice on:
Corporate Financial Planning
Savings/Investments
Retirement Planning/Options
Trusts
Income Protection
Critical Illness/Life Assurance
Taxation Planning
Equity Release
Qualifications:
Advanced Diploma in Financial Planning
Diploma in Financial Planning
Diploma in Insurance
Financial Planning Certificate
Award in Pensions Update
Certificate in Equity Release
Certificate in Life & Pensions
Award in Long Term Care Insurance
AF4 – Investment Planning
AF5 – Financial Planning Process
CF1 – UK Financial Services, Regulation and Ethics
CF2 – Investment and Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated Financial Planning
CF6 – Certificate in Mortgage Advice
CF8 – Long Term Care Insurance
CF9 – Pension Simplification
ER1 – Equity Release
FP1 – Financial Planning Certificate
FP2 – Financial Planning Certificate
FP3 – Financial Planning Certificate
G10 – Taxation and Trusts
G20 – Personal Investment Planning
510 – Risk, Regulation and Capital Adequacy
520 – Company and Contract Law
530 – Economics and Business
JO5 – Pension Income Options
R02 – Investment Principles
R08 – Pension Update
“His friendly approach really helped to create a relaxed atmosphere in a room full of colleagues all of whom were somewhat apprehensive and who had many questions. From start to finish Mark was able to explain and answer questions with confidence and a clear knowledge base of the specific subject matter. He was able to judge when to intervene and when to let the discussion flow so that everyone felt they had been given the opportunity to have all their questions answered.
“The most helpful part of the presentation was enabling us to evaluate what exactly our needs were and what they would be if we did indeed take the opportunity to retire early. Through discussion and clear examples of how our money could be utilized to work for us Mark was able to suggest ideas and ways forward on an individual basis.
“This has been invaluable on a personal level during the last year since I did make the decision to retire early last July.
“We were not pressurized to sign up to anything and indeed the follow up meeting offered after this session was really useful as it allowed time to digest all the information given and really think about what is a major decision for anyone.
“Mark has continued to touch base with email information and many more colleagues have taken the opportunity to sign up for what was an invaluable session.”
Diane Vaukins
Pre Retirement Workshop Attendee
“My husband and I had our second meeting with Mark on the 8th May 2014, as, in our previous meeting with Mark a year ago, he encouraged us not to hesitate to contact him further should our circumstances change, as indeed they had. In both meetings we found Mark advised with upmost professionalism. We found him very friendly and approachable, explaining quite complex scenarios in terms we could easily understand, his knowledge of Financial Planning advice is clearly extensive , as he was able to advise on a variety of issues we raised. We would have no hesitation to contact Mark in the future and would definitely recommend him to friends and colleagues.”
Caroline and Stuart Pearson, Manchester
Mobile: 07919 277 200