Having given advice to clients for over 27 years, my aim is to provide clients with individual clear guidance on investment and wealth planning.
Previous to my career in the financial service world I worked alongside the British Army with the Ministry of Defence (MOD). The Army taught me that team work is key to overcoming any objective, that team concept is as true today in any business that wants to give high standards of personal service. Supported by the team at Vision and Carol James, my personal assistant of some 17 years standing, we work with our clients and professional connections to help ensure our personal approach is covered and supported at all times.
Trust is a key part to any relationship, trust can only ever be earned, and our aim is to build long standing working relationships. When any potential new client is considering our services we will gladly offer contact phone numbers of existing clients who will be happy to provide a reference. The people that offer this safeguard check are generally retired professional people, who are willing to inform potential clients of the standards and outcomes we aim to achieve and how we have maintained the levels of service with their accounts.
The core belief outside of my work is my family. I am blessed with both my parents, aged 88 and 91, and a proud father of a son and daughter in their early twenties. Their age differences enables me to view both spectrums of life which, combined with my long standing clients life experiences, makes my life full and interesting.
I hope we get to meet in the near future, you can contact me on Landline: 01202 280967 or Mobile: 07942 492670
‘Over the many years that we have known Mark he has always been caring and concerned and has gone out of his way to help us on issues related to our financial affairs. We value his advice highly’