Mark Lynch
DipPFS
I have worked within the financial services sector since leaving University in 1996, having previously worked for Norwich Union, Prudential, Royal & SunAlliance and AXA. As a result I was invited to join the prestigious St. James's Place. This has increased my ability to help achieve clients' goals and offer a wide range of wealth management services of outstanding quality.
About
I offer a personal face-to-face wealth management service.
My philosophy focuses upon maintaining a long-term, trusted relationship with clients, which in turn gives both private and business clients financial peace of mind. As a result, most new clients come to me as a result of personal recommendation by existing clients.
As well as my own experience and knowledge, I work closely with Richard Cornwell, also of St. James's Place. With us both specialising in specific areas of Financial Planning, we are able to offer an appropriate solution for any given situation.
Please note that Richard Cornwell runs his own Practice, and does not operate in legal Partnership with Mark Lynch.
We aim to keep our clients aware of the most up to date information within the markets. I look forward to hearing from you with any queries that I may be able to help you with.
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More about St. James's Place
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 17/12/2024
The Partner 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.
