Mark Lightfoot

Restricted - Whole of Market  1200 Century Way Ground and first floor, Leeds LS15 8ZA, Leeds, LS15 8ZA
First meeting at adviser's own cost
Retirement and Pension Specialist, locally based, over 21 years experience, call today for a free consultation on informal chat.
We can advise you on
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Defined benefit
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Pension consolidation
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Pension drawdown
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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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
Response rating
9.3/10
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FCA authorised
Last authorised 8th 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 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

We provide personal, face-to-face financial advice to clients or we can provide advice over the phone or on-line if you prefer.

We 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

We provide advice without jargon, in a friendly and professional manner, taking care and pride in the advice provided.

For those clients who are internet enabled, we offer access to the award-winning True Potential client website. You can monitor all your investments and up-to-date performance, add to your investments in seconds and view all documentation securely which may help to reduce your paper filing.

Where to find us
Head office address: 1200 Century Way Ground and first floor, Leeds LS15 8ZA, Ground & First Floor,, Leeds, LS15 8ZA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 8th March 2021

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