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Life holds no guarantees, but you can put protection in place so that if the worst should happen, your loved ones will be protected financially.
Get help from an adviser to find out how you are covered, and organise protection appropriate to your needs.
Independent Financial Adviser
Mark specialises in holistic financial planning for clients’ at retirement by taking complex financial needs and making this simple and easy for clients to understand.
Mark believes in educating his clients understand so that they can understand the ‘whys’ behind his recommendations, his process and value of financial advice. Mark has recently completed his equity release exam and is a Pension Transfer Specialist, and can provide defined benefit pension transfer advice for clients looking to understand if they’d be better off transferring their DB pension away. He is on track to become a Chartered Financial Planner by 2024.
He is active in promoting apprenticeship programmes and attends events as a speaker in his own time to share his experience. Mark is from a Portuguese family, speaks Portuguese and enjoys visiting Portugal. He is very family orientated, and enjoys spending time with friends and family and keeping fit.
