Mark Lightfoot

Restricted - Whole of Market  Tapton Park Innovation Centre, Chesterfield, Derbyshire, S41 0TZ
First meeting at adviser's own cost
Retirement and Pension Specialist, locally based in Chesterfield, over 21 years experience. Call today for a free consultation or informal chat
We can advise you on
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
check
Lump sum
check
Estate planning
Response rating
9.5/10
check
FCA authorised
Last authorised 6th July 2020
Meet our advisers
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 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, I provide personal, face-to-face financial advice to clients. We also offer advice over the phone and on-line.

I can advise on retirement planning including drawdown 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 or place of work 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.

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

Providing expert financial advice in the comfort of your own home.

Specialising in pensions and retirement planning.

Using my 21 years experience in the industry, gained with True Potential and HSBC, I provide clear and jargon free advice and explanations. I have a university degree and HND in finance and economics. I have a long standing genuine passion for finance.

For those clients who use a tablet or laptop, you can view your portfolio and documents securely to keep informed. Or you can choose traditional paper statements and reports at no extra cost.

Where to find us
Head office address: Tapton Park Innovation Centre, Brimington Road, Derbyshire, Chesterfield, S41 0TZ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.5/10
check
FCA authorised
Last authorised 6th July 2020

Similar advisers near you

Independent Financial Adviser 0.45 mi
Satisfaction for us comes in making sure you are informed and looked after.
 
Independent Financial Adviser 0.79 mi
We can help you plan for your financial future
 
Independent Financial Adviser 1.1 mi
Best Private Client Tax Practice - Tolley's Taxation Awards 2020. Est in 1890, we are Chartered Financial Planners providing independent, financial advice to individuals, businesses and trustees. Helping them create, manage and preserve their wealth.
 
Independent Financial Adviser 1.1 mi
Contact our award winning team for friendly advice and guidance for all your current and future financial needs. We are a dynamic, modern company who offer face to face or remote consultations -online/Telephone