Mark Oughton

Financial Planner

Reviews and Ratings for Financial adviser Mark Oughton, Waterlooville

Get to know Mark

Mark is a dedicated financial planner with over 20 years’ experience and has been with Argentis since 2007. Prior to this, he studied Business and Finance at university.

He specialises in retirement planning, investment management, and intergenerational wealth transfer. His clients’ needs and objectives are central to his approach, and he believes that building long-term relationships based on trust is essential to supporting positive financial outcomes. Mark recognises that every client is unique and therefore benefits from a personalised, holistic financial plan that is regularly reviewed and adapted to reflect changing circumstances.

Mark believes in maintaining a healthy work-life balance and enjoys keeping fit, taking long walks with his dog, Duke, and spending as much time as possible with his wife, Gemma, and their two teenage children, Bill and Wallis. He is also a lifelong supporter of Portsmouth Football Club.

In the spotlight

The most important quality in a financial planner is:

Honesty, integrity, and treating clients like you would a friend or family member.

My approach to explaining complex financial topics is:

To simplify them as much as possible and always relate them back to what the client wants to achieve. Most clients have straightforward and achievable financial objectives; it’s about showing them the correct path and putting a plan in place. 

The three small things that make my day better are:

Coffee, walking my dog, and getting up early.

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