Previously a Financial Planning Manager at Nationwide for 11 years, Mark now dedicates his time to working with clients as an Independent Financial Planner at MT Financial Management, advising business owners and individuals on managing their financial affairs.
Mark has worked in the financial services industry for more than 30 years, of which the last 20 years have been spent advising clients and providing solutions, and uses the experience gained throughout his career to assist clients and tailor specific financial advice to them.
He lives in a small village not far from Stamford and enjoys skiing, watching Ipswich Town and Formula 1, as well as listing Italy as his favourite holiday destination.
Mark is fully committed to ensuring that MT Financial Management’s clients receive the expertise and impartial financial advice that they require.
Specialties: Investment planning, portfolio management, financial planning, retirement planning (pre and post), Inheritance Tax mitigation, business financial planning.
The Merchants House
The White Hart
Telephone: 01775 717220
Fax: 01775 717225