0330 038 8939
Based in Exeter
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
Last checked: 24 March 2025
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
1
Recent Client Reviews
Mark has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mark has not yet added their fees to their profile
Fees not yet added
Mark has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
Last checked: 24 March 2025
Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status
1
Recent Client Reviews
Mark has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mark has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mark has not yet added their fees to their profile
Fees not yet added
Mark has not yet added their fees to their profile
Experienced adviser with 20 years in financial services, Diploma-qualified; can advise you on Life Assurances, Pensions, or suitable investment strategies, whether individual or commercial. Speciality: SSAS/SIPP including property purchase, loan backs, unquoted equity purchase. Friendly and supportive and always aim to explain complex matters clearly.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Mark's clients
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