An Associate Partner Practice of St. James's Place Wealth Management

Mark Setter Wealth Management

Mark Setter

DipPFS
I have been working in the financial services industry for over 25 years and have the knowledge and experience that you need to be confident that you are in safe hands.

About

Based in Beddington, I provide wealth management advice to clients throughout the South East of England.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

Outside of work, I am a keen football follower and this involves the occasional game with my partner’s ten year old son. I enjoy spending time with family and friends, most of which I have known since my school days.

I also like to travel and see different places as and when possible.
Mark Setter

6 Wandle Road, Beddington, Surrey, CR0 4SD

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
I met Mark through networking and was looking to make some small investments at the time. He has been really helpful in offering sound advice without any pressure to buy/invest in his products/services. Mark is knowledgeable about the financial markets and explains it in simple terms. I am confident that he offers honest advice and is trustworthy with confidential information. I would be pleased to recommend him to anyone.
Susannah Sheppard
I met with Mark to review my pensions and he was very thorough, helpful and knows his subject. He gave good advice and even recommended that some of my pensions should be left where they were. Definitely recommend.
J.E Parker | Newdigate
Mark has been a great help in reviewing my pensions and offering expert advice. He is very friendly, highly efficient and very professional in meeting to discuss options and advice, all queries are answered promptly and he goes beyond the norm to help in every way. I can’t recommend him enough to anyone wanting advice and help with their pensions, I’m delighted to have him as my advisor and friend.
Richard Excell | Epsom
Mark very kindly reviewed my pensions for me. He is utterly professional at all times and was extremely efficient and friendly. He always answers any question promptly and has always kept any appointment we had planned. He made the very confusing pension field very simple and easy to understand. I would highly recommend Mark and will definitely continue to use him. I would like to say I can class him as a friend now too.
Sally Pleasance | Sutton
Mark has been our financial advisor for the past twenty years. We have found him to be utterly professional, offering us friendly, efficient service. Telephone calls and emails have always been answered quickly and appointment times scrupulously adhered too. Suggested investments have been explained clearly and possible risks outlined. Mark has been interested in us as people as well as clients and we are delighted to have him as our advisor and friend.
Anne and Geoffrey | Purley

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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.

Mark Setter
Mark Setter Wealth Management