Fathom Financial Limited

Independent Financial Adviser  Prosperity House, Durham, Spennymoor, DL16 6EB
First meeting at adviser's own cost
The Straight-Talking Financial Experts
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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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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Traded endowment policies
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Unit trusts
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Lump sum
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Mark Abley
Managing Director

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 examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

MISS Victoria Bell
Financial Adviser

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

MR Gary Stewart
Financial Adviser

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
I initially approached Mark to do a review of my personal pension situation because to be honest i really had very little idea of what i had. A member of my family who is a Financial Adviser had always looked after my financial affairs but i was unaware that when it came to pensions, this person was not actually fully qualified in certain areas to give me the best advice.Mark and his staff really did give me a first class service (they even found an old pension from years ago that i had completely forgotten about and it had somehow not been in my 'pot', which was a real bonus) and Mark explained in language that i understood, exactly what i had and what i could do moving forward. Thanks to Mark i now have a clear understanding of what my options are and even though i am yet to make a final decision i feel a lot safer that when i do make it, thanks to Mark it will be the correct one.
LS, County Durham
With Marks help and advice I have been able to use an "old previous employment" pension to help purchase a new factory for our business. After 30 years of renting premises this is a major, say life changing, move for us which could not have happened without his advice and support. Support which extended to a phone call to us whilst he was on holiday in Spain for the sole purpose of keeping the process moving, when many may have waited until they returned to contact us.
JJ, County Durham
Mark has the ability to explain the concept and detail of complicated financial options so that they are easily understood and provides constructive advise to enable the selection process.He is also proactive regarding regular written and verbal feedback and review of performance and associated considerations.He has proved adaptable and flexible to changes I have suggested and researches these suggestions and provides advice impartially.
J K, County Durham
Mark is always keen to respond quickly anf gave me great advice about resolving the best solution for combining my various pensions
KG, Cheshire
Mark has been very helpful in seeking solutions for problems of inheritance tax and financial planning. Mark has provided sound advice for my investments and has offered a choice of products tailored to my needs. I would have no hesitation recommending Mark as he has provided thoughtful and informed advice.
SB, Teesside
Mark explains the situation clearly but also listens well so that he really understands what you need. His advice is invaluable. He then goes out of his way to find the best product or solution for you. The rest of his team is also very helpful.
AS, Newcastle
I had been looking for some time for an adviser to provide what I thought - and still think - is simple advice. I have a personal pension, is it doing the best it could? I was consistently measured up for a full review service including what I liked to do in my spare time. All I wanted was to decide to stick or move a pot of money. Nothing more nothing less. The Pension Review Service offered this free whereas all the others advisers needed me to sign up first.With Mark Abley I got a report and a good couple of hours of explanation all backed by evidence before I needed to commit to anything. All done over the phone all done at times that suited me with great patience.I was satisfied with my decision and I understand what I have bought. I do not feel like I have been churned. Too few advisers really do listen to what the client wants and just follow a set discovery template that is designed to quantify the needs but not make someone really listen to the question.
MA, Bristol
I had reached the age of 64 with investments in various pension schemes but no clear retirement strategy, other than planning to continue working until I was 70. At my first meeting with Mark I felt he was offering sensible advice on how I should plan for retirement and how to go about rationalising the various pension schemes I had in place. I value the fact that he operates a small local business and is readily available for meetings. His explanations of various investment options, particularly in the light of recent budget changes to pensions, have always been clear. His views on likely investment returns are rational and realistic, (I did not want an adviser who claimed to be able to 'double my money'). In addition to my pension pot, my wife and I also value his comments on our other investment strategies even though his company does not handle our wider portfolio. In short, we regard Mark as a trusted adviser.
ID, County Durham
Mark took all my pension information from a previous employer, found I had a pension I was unaware of, re- invested all of them & found me a substantial amount to put towards my eventual pension pot. I found Mark & his staff extremely helpful, explained everything in language I could understand - a real relief from the usual jargon of gibberish normally related to pensions etc. Mark always returns calls, is very discreet & I and my husband have every confidence in his advice. He strives to ensure that the best investment is made tailored to your particular circumstances. What more can I say ?
JB, Norfolk
About us

We know talking about money matters can be daunting. But luckily for you, we specialise in financial planning.

And we love what we do. We’re here to give you straight-forward independent pension advice and retirement planning advice you can relate to. Masters of clarifying the complex, we’ll work together to help you make sense of the unknown. From understanding your investments to securing a retirement income, we'll help you design your ideal lifestyle.

Our services

Retirement Planning
Investment Advice
Frozen Pension Advice
Pension Review
Pension Drawdown
Estate Planning

Where to find us
Head office address: Prosperity House, 1 Barnfield Road, Durham, DL16 6EB
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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