Alexander Rowan LLP

Independent Financial Adviser  9 Broadwater Lane, St nicholas and hurst, Berkshire, RG10 0DS
First meeting at adviser's own cost
Why not take a look at some of our client’s testimonials on our website? <url hidden>
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying overseas
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Mark Wilkin DIP PFS
Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

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.

What our clients say
Mark is a real nag and the best devils advocate I think I have ever met - which is why I shall not become a bag lady sitting on the Strand wearing a large, flowered and interesting hat. Or, to put it another way, if I had not had Mark whispering in my ear and giving me great advice for over 12 years I would not be about to buy the house of my dreams. Flippant, this may sound, but it certainly is not. Mark encouraged me to invest, think about my future and my families - what I wanted today and in 20, 40 years time. It comes down to trust and I trust Mark. Yes, we disagree sometimes but so we should. Nag and devils advocate I have already mentioned. There is also inspiration, enthusiasm, courtesy and huge amounts of empathy and humor.
Ms P Bond, Surrey
Not having much experience with financial planning and needing advice I made a search and after speaking with several advisers from differing companies I met Mark. I was impressed with his professionalism and friendly manner on meeting and he was soon able to assess that I wished to proceed with caution as I was such a novice. The advice required has covered a wide range and Mark is available at any time to help. He never pushes me to make changes before I am ready to and is always ready to explain again if I am unsure. A plus is the sense of humor which accompanies the meetings and is much appreciated.
Mrs J Foskett, Berkshire
Quite possibly the most patient man on the planet. Mark has been my reliable financial guide for more than 20 years during which time his unimpeachable integrity has allowed me to focus on building a business, knowing there is a safe hand on the tiller of my financial future.
Mr J Batty, Hampshire
I have known of Mark for some 25 years as a trusted adviser to my parents. I actually met him in 2003 when I found myself needing careful financial advice at the beginning of my divorce 'adventure'. During this difficult personal time he not only recommended a firm of solicitors, a new bank account etc, but offered constant good advice, useful suggestions and new ideas. When my nightmare was over, Mark therefore, had a very clear understanding of my new circumstances and has guided and advised me ever since. Together with his partner Alison, who has also been a brilliant support, I have been helped with mortgage, insurances, investments and personal advice. They are both well informed, skilled, thoughtful and impartial and have a great understanding of 'the individual', sometimes better than the individual themselves! I cannot imagine where I would be without their support and advice. I hope that Mark will continue to be my 'secret weapon' in dealing with the complication and confusion of financial matters. I am most grateful to them both and hope that you may come to know the same for yourselves.
Ms Jane Petty, Berkshire
About us

Mark Wilkin is the Senior Partner in Alexander Rowan and has been an Independent Financial Adviser for over 35 years, prior to which he was in banking.

Marks experience is wide and varied, as indeed are his clients, some of whom have been with him for over 30 years.

Becoming saddened at the bad publicity given over to pensions in the press, Mark now focuses his financial advice on pension performance, using a combination of technology, experience, bespoke software and up to date valuations, along with the client’s requirements, to make sure that your pension(s) is working as hard as it can for your secured future.

Our services

We really listen to our clients and reflect to them in their own words what they want to achieve. Regularly reviewing and constantly building clients own confidence as their life changes.

Where to find us
Head office address: 9 Broadwater Lane, Hurst, Reading, Berkshire, RG10 0DS
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
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Minimum mortgage value
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Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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