Mark Penston BSc, APFS

Partner & Chartered Financial Planner

Mark is a partner of BlueSKY Chartered Financial Planners which is based in Lower Earley and currently has 15 advisers and staff. Mark is a Chartered Financial Planner with over 30 years’ experience in financial services. He is also a Specialist Accredited member of Resolution.

Mark provides financial advice and guidance to a wide range of individuals who consider their finances too complex to manage on their own or they just don’t have the time or inclination to keep up-to-date with their affairs.

Since legislation changes in December 2000, Mark has specialised in advice relating to financial matters on divorce. In particular, BlueSKY Pension Sharing Reports and support for Family Lawyers and their clients throughout this process. He also trains Lawyers, Barristers and Mediators on pension matters relating to divorce and writes technical pension updates for solicitors and accountants, press and magazine articles. Mark is also involved in the Collaborative law process, has undergone accreditation training with Resolution as a specialist adviser and is an Accredited member of Resolution.

Qualifications

  • Specialist Accredited member of Resolution
  • Financial Planning Certificates 1,2 & 3
  • Advanced Financial Planning Certificates (AFPC)
    • G10 – Taxation & Trusts
    • G60 – Pensions
    • H15 – Sales management & Supervision (compliance)
    • CF9 – Pension Simplification
    • J06 – Investment principles, markets and environment

Career History

April 2004 – to date
Partner - BlueSKY Independent Financial Advisers LLP. Formed following buy-out from Millfield Partnership
Feb 1997 – April 2004
Inter-Alliance PLC / Millfield Partnership – Regional Director and practice manager (Specialist Independent Financial Advisers)
Jan 1992 – Feb 1997
Allied Dunbar – Sales Manager & Adviser
Feb 1987 – Jan 1992
FPS Management / General Portfolio - Sales Manager & Financial Adviser