Cardiff
Mark is an experienced financial advisor with more than 21 years in Financial Services and a strong client-focused approach.
He joined Perspective in March 2023, having begun his career in 2005 and built broad technical knowledge across a wide range of financial planning needs.
He holds the DipPFS qualification and has additional expertise in long term care planning. Mark is committed to delivering clear, practical and personalised advice that supports clients at every stage of their financial journey.
Mark takes pride in building strong, trusted relationships with his clients by listening carefully and understanding what matters most to them. He focuses on providing well considered, straightforward guidance and values being responsive and reliable, ensuring clients feel supported and confident in their financial decisions.
I am a dedicated dad to my two children. I enjoy socialising with friends, watching football and coaching the Rogerstone Rangers Under 9s team.
I have identical twin.
I want to attend a Lions Tour in South Africa.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
