A Financial Adviser for over 36 years started his career with Prudential in 1981 as a local servicing agent in Kent. Mark worked in a senior manager position for some years with a large UK financial services company then set up a an independent Financial Adviser in 2000 until joining Tom French & Associates in 2013.
Mark has built his clients through referrals from existing clients or local professional connections. He provides a completely independent financial advice service, Mark often, but not exclusively deals with matters of:
• investments and savings of all kinds, whether orientated towards income, capital growth, or both;
• pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
• corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death.
• Financial protection, including life assurance, critical illness cover and income protection;
He works with a variety of clients including High net worth individuals, private clients, company directors, business owners and professionals to provide financial planning for them, their clients or employees.
Marks clients are throughout the UK and he offers mainly face to face advice in the comfort of your own home, or at a location suitable to you.
Mark has interest in spending time with his wife and family from his home in the Cotswolds and watching Bath Rugby around the country and walking his dogs.