Diploma in Financial Planning (DipPFS)
Long Term Care (CF8)
Mark has been a Wealth Planning professional for 29 years now specialising in Pension, Investments, Estate Planning and Post Retirement Planning including financing Long Term Care. Mark prides himself in providing his clients with the highest level of personalised service and although living in Bournemouth he has clients all over the country.
"I am a family man with two daughters at university. I love socialising with friends and have an uneducated palette for a full bodied red wine. Keeping fit and in shape is important to me together with spending time by the sea with sand in my toes. My character means I have a trait towards an attention to detail which is a benefit and a curse at times but not in equal measure."
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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.
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