your friends in finance

My Journey – Mark


Life as an IFA in Blyth, Northumberland

I have been in the Financial Services Industry for over 25 years, beginning my journey with Lloyds TSB. Then in 2008 I decided that I wanted to offer a more comprehensive and client focused proposition so I became an Independent Financial Adviser. Since then I have enjoyed, working much more closely with clients, where I can give them the time and attention their financial planning deserves. I can sit down with them and listen to their goals, aspirations, which allows me to obtain an in depth understanding of their personal financial situation.

I believe in providing an excellent level of customer service by creating long-term relationships with my clients and it is my aim for every client I deal with to improve substantially their financial position, both now and in the future. The majority of my clients are introduced through personal recommendations made by my existing clients and this is a trend I hope to continue as I see this as a testament to both the level of service and trusted financial direction I give to each of my clients.

I work with my clients across Northumberland; Lifelong Financial Planning is especially active in Ashington, Morpeth, Blyth and surrounding areas. Although I also have clients outside this area which allows me to appreciate the beautiful countryside our region offers. As an integral part of the company I am determined to enhance the reputation of Lifelong Financial Planning so that clients are proud to be associated with us.

 

I am fully authorised with the Financial Services Authority (FSA), I hold the Chartered Insurance Institute’s Diploma in Financial Planning and the Full Financial Planning Certificate,  Mortgage Qualification CF6 and the Long Term Care Qualification CF8 (both accredited by CII). I have also already obtained by Statement of Professional Standing.

I’m a real family man and outside of work I love to spend time with my wife and two young children. We enjoy a range of outdoor activities including camping. My son regularly plays football for Blyth Rangers and the whole family enjoys going along to support him.

If you live in and around Northumberland and are looking for a friendly, experienced knowledgeable  IFA then please do
get in touch with me at any time.

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