Get to know Mark
Mark has specialised in pre- and post-retirement planning for more than 20 years. He helps clients prepare for the retirement they aspire to, providing peace of mind around their financial affairs and helping address concerns about transitioning from employment income to relying on savings and pensions for future financial security.
An important part of this planning involves analysing future cashflow to understand income and expenditure during retirement. When discussing investment strategies for growth or income, Mark also addresses the potential for investment losses, helping clients manage concerns during periods of market volatility and stay on track with their plans.
A significant part of this work involves tax planning, with the aim of creating efficiencies using a range of products that suit clients’ specific needs and objectives.
Mark is passionate about the work he does and values the opportunity to play an important role in helping clients plan for retirement with confidence and peace of mind.
Advice on tax planning is not regulated by the Financial Conduct Authority.
In the spotlight
Hawksmoor
Certified Financial Planner
Fellow of Personal Finance Society
Qualifications