The company provide independent financial and investment advice to Individuals, Companies, Trusts, Charities and Expatriates dealing extensively with product providers and mortgage lenders as well as fellow Legal and Accounting professionals in providing sound independent financial advice and guidance in all areas of financial planning.
The company was formed at the beginning of 1998 and has developed its services considerably, as well as the areas it is able to advise on. In April 2002 the company sought and successfully obtained direct authorisation from the industry regulator the Financial Services Authority.
The Company achieved Chartered Financial Planning status in June 2007.
The company works currently on a commission and / or fees basis and are able to offer a menu of options tailored to clients' needs.

Mark, is an Industry professional of over 21 years. Qualified to Cert PFS and CeMap. Gained first qualification in 1995.
I firmly believe that in order to properly plan ones finances, you first have to understand the client: what is important to them about money; what motivates them; their financial goals.
Central to this is for the client to identify the true cost of the lifestyle they lead. It is then and only then that you can adequately plan for immediate needs and also future desires and goals.

I follow a six step financial planning process when working with clients. This allows me to:
1. Establish the client-planner relationship
2. Gather data, including goals
3. Analyse financial status
4. Develop and present recommendations
5. Implement planning recommendation
6. Monitor planning recommendation

Clients appreciate the systematic approach to delivering a relationship based, service orientated planning proposition.