Mark Lightfoot

Restricted - Whole of Market  Newburn House, Newburn Riverside,, Newcastle,, NE15 8NX
First meeting at adviser's own cost
Retirement and Pension Specialist, based in Newcastle, over 21 years experience. Call today for a free consultation or initial chat.
We can advise you on
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Unit trusts
Response rating
9.3/10
check
FCA authorised
Last authorised 29th March 2021
Meet our advisers
MR Mark Lightfoot
Financial Adviser, Wealth Management Partner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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 assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

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

This examination assesses a knowledge and understanding of financial protection plans.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

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

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

About us

Specialising in pensions and retirement, we provide personal financial advice, in person, on the phone or online to clients.

We can advise on retirement planning including drawdown, consolidation, annuities and pension transfers, estate planning, investments and financial protection for you and your assets.

We offer an initial consultation free of charge which is usually at your home, place of work or our offices in NE15 at a time most convenient for you from 8am - 8pm Monday - Friday or 9-12 Saturday mornings.

Feel free to contact us for a no-obligation consultation or informal chat.

After gaining a degree in Business and Economics and using over 21 years experience gained with True Potential and HSBC, I provide jargon free advice in a clear manner.

Our services

We provide advice without jargon, in a friendly and professional manner, in a fully covid compliant way.

Choose from paper statements, or the award-winning True Potential client website or app. You can monitor and review all your investments and pensions, daily performance updates, add to your investments in seconds and view all documentation securely which may help to reduce your paper filing.

We also offer regular market updates and educational videos to help you get the most out your portfolio.

Where to find us
Head office address: Newburn House, Gateway West, 114 Wellington Street, Newburn Riverside,, Newcastle,, NE15 8NX
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.3/10
check
FCA authorised
Last authorised 29th March 2021

Similar advisers near you

Independent Financial Adviser 0 mi
We believe in working with our clients to provide them with proactive financial advice tailored to them.
 
Independent Financial Adviser 0 mi
First class service. Using 25 yrs experience & the best industry software to research & provide the right solutions for my clients. I only take on a small number of new clients each & focus on delivering on 1st classs service. Vouchedfor rated 4.8/5
 
Restricted - whole of market 0 mi
With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
 
Independent Financial Adviser 1.58 mi
We offer impartial advice in all areas of financial planning. We believe planning is the key and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients needs and risk profile