About us
Providing clear, independent and unbiased financial advice.
I am an Independent Financial Adviser providing individuals and corporate clients with expert investment and independent financial advice. Supported by an expert team, I serve a loyal and broad client base across Hampshire, Wiltshire, Berkshire and Surrey.
Who we work with
We’ve developed particular expertise for meeting the needs of people who are:
Additional servicesYour journey
The first step is to find out how your journey might look!
We’ll discuss your financial objectives and goals, uncovering your priorities and timelines for achieving them. Where we are considering your investment needs, we’ll discuss your attitude and experience of investing, as well as the level of risk you can afford to take.
Armed with the information we have from the ‘discover’ stage, we will create a plan which aims to achieve your financial goals.
We’ll investigate which products will be most suitable for your needs. At this point, we will agree on the initial and ongoing fees required to deliver your plan.
We will put in place the agreed plan.
We will assist in the completion of any relevant paperwork, ensuring the documentation is processed as quickly and efficiently as possible.
We build long-lasting trusted business relationships with all of our clients.
Whilst optional, we recommend that you continue to work with us to review your plan on a regular basis, to ensure that it matches your changing goals and objectives.
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Mark has been my adviser for 12 years now. He has continued to give good advice which is pertinent to my situation even though it has not been beneficial to him. I wish GPs and other professionals would be so willing to give advice!
Mark always explains in simple language the reasons for his recommendations and the investment objectives. We have confidence in his advice and have recommended his services to others.
Mark has been my financial adviser for over 20 years. I wanted to start thinking about my long-term future when I had children. Mark listened to what we wanted to achieve, discussed and explained our options and supported us to implement our choices. Over the long term, we are in a much better place financially.
Due to poor health, I decided to retire at 58 and asked Mark to develop my retirement plan. Mark provided a number of options for my retirement, and after discussing these with Mark we decided on and implemented the preferred course of action.
I was looking for pensions advice and Mark was recommended to me by a friend. His advice was clear and informative; I have very little understanding of financial jargon and he was very patient and answered all my questions. He kept me informed of progress along the way and explained the best way to manage my pensions; which ones to leave as is, and which ones to transfer to a better scheme. I will certainly use him for any further financial advice in the future.
Having retired last June I needed Mark’s expertise on my best options and as usual he gave the best advice and guidance. We have used Mark as our financial adviser for more years than I can even think about. We trust him 100%.
Mark is really professional and took the time to thoroughly understand my financial position before advising me on my pension investments. In a complicated market I was grateful for the guidance.
Mark has been advising me on my pension investment since 2018, A professional service which inspires confidence with good advice regarding investment benefits, shortfalls and future expectations, I have seen positive investment performance, Mark is a friendly and patient person whom you feel you can trust and all is in hand.
Helping you plan for today, tomorrow and the unexpected.To book a no-obligation consultation, contact us or complete the form below.
