Specialising in pensions and retirement, we provide personal financial advice, face-to-face, phone or video calls.
We advise on;
- pension transfers,
- defined benefit pensions,
- estate planning,
- investments for growth / income
- financial protection for you and your assets.
Consultations and reviews are free of charge, usually at your home or place of work from 8am - 8pm Monday - Friday or 9am-12 Midday Saturday mornings.
After gaining a degree in Business and Economics in 1998, Mark qualified as a financial adviser in 2000. He has 21 years experience gained with Natwest, HSBC & True Potential. Mark spent 3-years in Guernsey and Jersey (2010-2012) advising on complex offshore pensions, annuities, trusts and investments to ex-pat and overseas clients.
Mark has completed the 2021 Advanced Diploma qualification, AF8 Retirement Income Planning to ensure knowledge and advice provided is correct and up to date with the latest industry and market developments. Mark also has the AF4 investment and A1 'tax and trusts' advanced diploma qualification.
Advice is provided without jargon, in a friendly manner, at your pace and timescale.
Mark helps clients in all stages of retirement planning.
• Retiring NOW?
Reviewing all the options can be daunting. Whether you just want to sense-check your ideas, OR review all options available, Mark will help you plan the most tax-efficient, cost-effective and sensible options to help you get the most from your assets.
• Retiring within 2 years?
It’s essential to start planning now, establishing your retirement goals and dreams and how your pensions and assets can support you.
• Building your assets to secure your retirement?
Mark will help you build a plan, use the right products to help you meet your goals and ambitions in the most tax-efficient and cost-effective way.
Clients can review balances daily, add to pensions/investments in seconds on ad-hoc or regular basis using the True Potential award winning client site / app or have traditional statements.
4 Admiral Way, Doxford International Business Park, Sunderland, Tyne & Wear, Sunderland, SR3 3NS
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