Mark Walker Financial Services

Independent Financial Adviser  Design Space, Barnstaple, Devon, EX31 1HN
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FCA authorised
Last authorised 20th September 2021
Friendly, Professional, Independent Financial Advice from a local Adviser you can trust.
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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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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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
Meet our advisers
MR Mark Walker ACISI, Dip Professional Financial Advice
Principal
About us

Mark Walker has 28 years experience as a Financial Adviser of which he has been an Independent Financial Adviser for the past 14 years. Mark originates from Barnstaple and is married with four children. Mark Walker is committed to providing the highest standard of financial advice and service possible. "The interest of my clients is paramount to me and to achieve this I have designed my systems and procedures to place you at the heart of my business.

Our services

I specialise in providing financial advice to clients on a wide range of financial matters. My aim is to work with clients to identify financial solutions that best match their needs. My services range from complete holistic lifetime financial planning, down to a single piece of advice. You may have a lump sum to invest, or have an existing investment portfolio which you have not had reviewed lately, you may be about to retire and require pension and retirement options or you may have a young family and require family protection. All these areas I aim to help you with.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Design Space, 1 Upcott Avenue, Pottington Business Park, Barnstaple, Devon, EX31 1HN

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