Mark helps his clients and their families, as well as company owners and their staff, to achieve their financial goals, taking time to create well-balanced financial solutions using modern Cash Flow Modelling techniques in conjunction with personalised investment solutions.
Mark is a Chartered Financial Adviser holding an Advanced Diploma and Associate position with The London Institute of Banking & Finance, a Level 6 qualification, equivalent to a Bachelors’ Degree with Honours. With over 27 years’ experience, Mark advises his clients through every stage of life, from cradle to grave, from start-up to exit, many of whom he has advised for over 20 years. With eighteen years as an adviser working with Accountants in the West End, North London and more recently across Herts, Beds and Cambs he enjoys working on the often-complex financial planning needs of his clients.
He also supports a number of solicitors and their clients, especially those that work in the fields of wills and probate, trusts, family law and divorce, as well as those who specialise in providing guidance to the elderly and those who need to navigate the complex area of Later Life Planning, care home fees and inheritance tax planning.
He is also a recognised pension specialist, authorised to provide pension transfer advice.
Outside of work, Mark enjoys playing hockey for Letchworth Hockey Club, supporting his local Garden House Hospice, spending time with his family and making use of their very own place in the sun.