Mark : Independant Financial Advisor

Mark has been in the Financial Services Industry for over 30 years, beginning his journey with Lloyds TSB. In 2008 he decided he wanted to offer a more comprehensive and client focused proposition, he took the decision to become an Independent Financial Adviser. He now enjoys working more closely with his clients, where he can give them the time and attention their financial planning deserves. He enjoys sitting down with them to listen to their goals and aspirations, allowing him to obtain an in depth understanding of their personal financial situation.

Mark believes in providing an excellent level of customer service by creating long-term relationships with his clients, his aim for every client he deals with is to improve their financial position substantially, both now and for the future. Most of Mark’s clients are introduced through personal recommendations made by his existing clients and this is a trend we hope continues as we see this as a testament to both the level of service and trusted financial direction Mark gives to each of his clients. 

Mark is a family man and outside of work he loves to spend time with his wife and two children. Together they enjoy a range of outdoor activities including camping and regularly the whole family can be found on the touchline supporting his son playing football for Blyth Town.