Certified Financial Planner
Diploma in Financial Planning (DipPFS)
Mortgage Advice Qualification (MAQ)
Equity Release (ER1)
Mark has worked in financial services since 1987, and has been an advising clients since 1996. Mark is diploma level qualified and his specialisms are pensions, investment and tax planning. Mark's full-time client delivery lead is Vicki Loughran and she works from the Rugby office.
"I'm a keen runner, cyclist, mountain walker, clay pigeon shooter and all things outside."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.