Key Services
Chartered financial planner, Mark advises clients across the full spectrum of financial services, including investment planning, retirement planning and protection planning.
Mark works with both private clients and business owners to achieve their long term financial goals. Mark is well known in the area and many of his clients have been with him for a number of years.
Stockton on Tees born Mark’s clients are predominantly based in Teesside and the surrounding areas.
Career Profile
Mark began his career in financial services back in 1993 at Albany Life (now Canada Life).
He joined the Co-operative Bank in 1998 where he became a fully qualified independent financial adviser.
Following a brief spell at Yorkshire Bank, Mark joined the team at Active Chartered Financial Planners in 2005, making him the firm’s longest standing team member.
Hobbies and interests
Mark is a keen golfer – most recently traveling to the Arctic Circle to play. His target is to reduce his handicap down to single figures.
Away from the golf course, Mark likes keeping fit by cycling and regular visits to the gym.
Client testimonial
“Mark has been fantastic in helping us make, what we see as the right choices for ourselves to allow us to invest with confidence in what are difficult times
”
Qualifications
– Advanced Financial Planning Certificate (AFPC, 2001)
– Certificate in Mortgage Advice (CeMAP, 2005)
