Mark Penston

Chartered Financial Planner & Partner

At work...

Mark has been in the financial services industry for over 30 years. He began as a Financial Adviser, then became the regional Director of a national firm and finally a Chartered Financial Planner and Partner here at BlueSKY.

As well as his holistic financial planning work, Mark works closely with lawyers and their divorce clients who need assistance on how financial assets, particularly pensions, should be divided.

Accreditations...

At play...

In his spare time, Mark enjoys spending time with friends and family, as well as running and swimming for personal fitness. He is also actively involved in the local community and is passionate about charity work.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Mark’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Mark’s.

View Mark Penston's CV

Mark Penston

Victoria Joiner

Rob Starling

Liz Penston

Jeremy Jackson

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What do Mark's clients have to say?

Mark Penston has provided first class, professional guidance on my investment decisions for more than thirty years, spanning much of my working life through to retirement. I believe this continuity has contributed significantly to my long-term financial planning and will continue to rely on BlueSKY to provide well-informed advice as we head towards a period of potential economic and political uncertainty. David, Thewale A client of ours since 2009
We have been clients for almost 20 years. Mark has helped us with pension and investment advice during a 10 year self-employment phase, whilst we were both in full time employment and now that we are retired. My retirement is further complicated by occasional self-employment. Throughout, we have received analysis and advice tailored to our specific (and changing) needs; we don’t feel that we have been “categorised” and treated as a client type. The various reviews neither hide complexities, nor dumb-down the detail, so that understandable answers are provided to all levels of questions. John and Lesley, Witney A client of ours since 1999
Mark listened carefully to me and my goals over the years whilst we got my affairs together. This meant he could advise and reassure as I transitioned into retirement, making to right decisions for me. He counselled me as we discussed my plans and goals and how financial planning could achieve them. This means I am in control of.my money and can relax knowing where I stand, for hopefully a long time. Sally, Lymington A client of ours since 2010
Mark Penston has looked after our financial affairs since our retirement 10 years ago. We have always felt very confident in his ability to look after our monies with excellent advice as to which type of investment was best suited to our needs. We greatly appreciate our face-to-face annual review, which keeps us fully informed as to how our investments are performing and as to which changes he advises us to make. We will certainly recommend him to our friends. Aidan, Old Portsmouth A client of ours since 2009
A large pension provider had "mislaid" a considerable sum from my funds, which BlueSKY retrieved, then gave considered advice on how to move it and when/if to start drawing from it. Mark later advised on how to use a largish inherited sum to generate a reasonable, tax free, monthly income for myself and my wife. Paul, Caversham A client of ours since 2008
Mark is always very clear at explaining how my finances are faring. Louise, Newbury A client of ours since 2009
Mark has a clear understanding of what we want to achieve. Harry and Carolina, Earley A client of ours since 2011