Mark believes the central focus of his Practice is to build long term relationships with his clients to provide a personal and bespoke wealth management service. This service involves face to face meetings to establish a client's goals and put both short term and long term plans in place to help clients achieve these goals. Mark implements regular reviews with his clients to ensure the financial plans put in place adapt to changes in circumstances.

Mark believes every client is individual and tailors his advice to meet their own personal needs and objectives.

Mark’s specialisms;

• Personal and corporate investment planning, utilising a range of investment structures to minimise tax.
• Retirement planning. With the new pensions freedoms it is important to Mark that all options are considered and used to the greatest effect in delivering the income requirements in retirement.
• The minimisation of all forms of taxation utilising non-contentious structures to achieve this.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.