Senior Partner Practice of St. James's Place Wealth Management
Mark has worked in the Financial Services Industry for 36 years and as an adviser for the last 19 years. Mark provides a tailored personal service offering clear straightforward advice ultimately to leave the client with financial peace of mind. Mark likes to meet face to face, to discuss and take full account of personal or business circumstances. He believes that all plans should be reviewed regularly as circumstances and regulations change over time.
Mark can advise on all areas of financial planning from protection through to estate planning for both personal and business clients alike.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Capital Planning Partners is a trading name of Capital Financial Advisors LLP. Capital Financial Advisors LLP is a Limited Liability Partnership registered in England and Wales, Number OC376893. Registered Office: Britannia House, Roberts Mews, Orpington, Kent, BR6 0JP. View the Members of Capital Financial Advisors LLP.