Get to know Mark
Mark is a Chartered financial planner with 15 years’ experience in the industryprofession, having worked in financial services since graduating with a degree in Finance and Business.
He specialises in providing holistic financial advice, working closely with clients to build clear, tailored plans that support both their short- and long-term goals. Mark is particularly motivated by the opportunity to make a meaningful difference, helping clients feel more confident about their future and the decisions they make along the way.
Outside of work, Mark spends most of his time with his young family. When time allows, he also enjoys reading, running, and going to the gym.
In the spotlight
What makes a great client-adviser relationship is:
Transparency and honesty. The client has to feel you have their best interests at heart and you will always do your utmost to deliver the best service possible.
What ‘financial freedom’ means to me:
Financial freedom is the ability to enjoy your life without thinking or having to worry about the everyday financial consequences.
My favourite holiday destination is:
Turkey. My wife is originally from there, so it has become a second home for us all.
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Member of Personal Finance Society
Membership of the Personal Finance Society (PFS) reflects a commitment to professional standards, ethical conduct, and ongoing development – supporting the delivery of high-quality financial advice.
Qualifications
AF1 Personal Tax and Trust Planning
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
AF3 Pension Planning
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Cert CII (MP) Certificate in Mortgage Advice
The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.
Cert CII (ER) Certificate in Equity Release
The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.
CF8 Certificate in Financial Planning and Long-Term Care Insurance
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products, and the giving of long-term care insurance advice.
J10 Discretionary Investment Management
At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.
