Mark Freeman

Financial Planner

Reviews and Ratings for Financial adviser Mark Freeman, Bournemouth

Get to know Mark

Mark is an independent financial planner who offers impartial advice across the whole market, endeavouring to provide suitable solutions for private and corporate clients, as well as trustees and charities. He is dedicated to providing the highest level of service, striving to help clients achieve their financial planning goals. Building strong, long-term relationships based on trust and clear communication is at the heart of his approach.

He understands that every client’s financial journey is unique, evolving through different life stages. His aim is to be a trusted partner for his clients and their families, offering guidance and support every step of the way.

Outside of work, Mark enjoys spending time with his family and grandchildren, as well as keeping active through sports and travel.

The Financial Conduct Authority does not regulate advice on trusts.

In the spotlight

What ‘financial freedom’ means to me:

To me, financial freedom means having the flexibility to make life choices based on what you want to do, rather than what you have to do. It is about having a plan in place that removes the stress of the unknown.

The most important quality in a financial planner is:

The most important quality is integrity combined with high attention to detail. You need to be someone the client can rely on to get the technicalities right while always acting in their best interests.

What do you enjoy doing during your annual leave?

I have a passion for travel and enjoy all types of holidays, whether that is exploring new destinations or going on cruises. I find that getting away and experiencing different cultures is the best way to recharge and spend my time away from the office.

Must-know information

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