Maidstone
Mark joined Perspective in January 2018 and has been working in the Financial Services industry since graduating from university in 2007.
He brings broad experience and a calm, approachable style to his work, supporting clients through important financial decisions with clarity and care.
He holds the Diploma in Regulated Financial Advice, the CII Mortgage qualification (MP) and specialist qualifications in long term care. Mark is currently one exam away from achieving Chartered status and advises across a wide range of financial planning needs, including retirement, investments and business financial planning.
Mark believes no two clients are the same and tailors his approach to each individual’s circumstances, ambitions and concerns. He values long-term relationships over one-off transactions and focuses on explaining options clearly, being available when life changes, and working closely with clients to keep their plans on track over time.
I enjoy spending time with my young family, watching sport, particularly rugby and socialising with friends.
I joined the financial services industry straight from university and have worked in it ever since.
I want to take my daughter to Disneyland in America.
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
