Chartered Financial Planner & Partner
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.
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.
- Appreciative clients; people who ‘get’ what we do and the value of it
- Continually developing my professional and personal mental academic abilities
- Reading, when I get the time
- Attending live music events and festivals
- Liver and kidneys
- Unappreciative people
- Not having the time to exercise
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.