About the Business
As Independent Financial Advisers we are able to provide personalised advice on a host of areas but specialise in pre and post retirement planning and investment advice. Mark has 19 years financial services experience, eight of them with the National Westminster Bank. In that time Mark has covered all aspects of financial planning gaining extensive experience in investment and inheritance tax planning. Mark holds the Advanced Financial Planning certificate (AFPC) qualification, which incorporates additional examinations in Trusts and Tax, Pensions and Investment planning.
We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile. We aim to deliver a highly personalised service by maintaining regular contact with clients through various mediums. We concentrate on the suitability, risk and strength of new and existing financial products and providers.
Location & Hours
Oakdale
