Mark Cassidy
CeMAP DipFA MLIBF
With over 35 years experience in the financial services industry, I provide expert financial advice.
About
Establishing his own financial adviser business in 1991, as an Appointed Representative of Scottish Amicable he developed both his professional connections network and his client base.
Merging his original business in 1998 with a fellow AR of Scottish Amicable, Mark continued to develop his connections and client base. As a Sales Director he played an integral role in the business becoming a Directly Authorised IFA Practice.
Following an internal restructure of the business in 2008, Mark continued to operate his own sole trader business as an IFA providing advice to individual and corporate clients alike.
Since December 2017 Mark has operated as an Associate Partner Practice of St. James's Place. He continues to service his established client base together with his network of professional connections.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 26/03/2024
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.
