Mark is an Independent Financial Adviser who has achieved Chartered Status as well as gaining a Fellowship in Financial Planning.
Mark also has specialist qualifications which enable him to give advice on Defined Benefit Pension Transfers, Equity Release and Long-Term Care.
With over 19 years’ experience in the financial services industry, both in the banking sector and as an Independent Financial Adviser, Mark prides himself on his ability to give clear, jargon free advice.
Mark has been accredited by the Society of Later Life Advisors and is committed to promoting and raising awareness amongst clients and their families of financial issues faced in later life.
Mark has a passion for travelling and his destination of choice would be South East Asia. He has spent 11 years living in Jersey where he worked in offshore finance. He is now happily settled in Atherstone and his aim is to establish Mercia Financial Planning as part of the local business community.
In his spare time Mark enjoys a game of golf, walking the dog, going to see live bands and the odd glass of red wine.