Symponia Member

Mark (CFP, APFS) is a Director of True Bearing, and an Independent Financial Adviser with over 14 years experience in financial services.

An associate member of the Personal Finance Society Mark has attained the Advanced Financial Planning Certificate, and has recently gained the coveted status of Chartered Financial Planner. As a specialist on Care Fees Planning for those privately funding care fees. Mark also has expertise on Investments, Inheritance Tax planning and Lifetime Mortgage advice.

Possessing a genuine commitment to providing high quality financial advice, Mark believes in the value of dedicated personal service and that ongoing monitoring and reviews are essential to working with new and existing clients. Mark frequently works with other advisers to provide a holistic approach to the needs of mutual clients, having forged strong links to the legal and accountancy professions.

Mark is a member of The Retirement & Care Faculty.

He is an active seminar speaker, having designed and delivered training presentations to the Institute of Chartered Accountants, England and Wales. Mark has also had numerous articles featured in the Telegraph Money supplement, and local press. Whilst maintaining a portfolio of clients throughout the North West of England, Mark lives in Lytham with his wife Michelle, and their two children.