Causeway Financial Management can trace it’s roots to the 1980’s.
Causeway Financial Management Ltd. was formed in 2019 by Mark Akiens and Laura Ainslie. Having worked together for a number of years at their previous company and having extensive experience in the financial service industry, we decided to establish Causeway Financial Management to provide a full financial planning and wealth management service to individuals and businesses.
We understand that seeking financial advice can seem daunting, especially if you’ve never sought advice before. We take as much time as you need to ensure you are happy and fully understand every stage of the advice process. We offer confidential meetings either at our office in Elmstead Market, at your home or place of work, or by video call whichever is your preference. We don’t charge for the initial meeting and it is without obligation.
Pension Access Options
Providing clients with understanding of the most appropriate way of accessing their pension fund.
Advising clients on the tax and investment benefits of saving for retirement via a pension.
Providing clients with the most appropriate medium to long term investments, based on their risk profile and tax status.
Protecting client’s income and lifestyle should they become ill or injured and unable to work for a period of time.
Enabling clients to protect their family and loved ones from the financial effects of their death by providing funds at the most difficult time.
Inheritance Tax (IHT) Planning
Helping clients mitigate or reduce the amount of Inheritance Tax due on their estates on death.
Our experienced, qualified and knowledgeable team are here to help.
We are approachable and available to assist with your financial planning issues.
Mark has been in the financial services industry since 1990. He holds the Advanced Financial Planning Certificates for pensions, business, personal planning and tax & trusts. Mark has held senior positions with several life companies and was a pension development manager for Legal & General in London before recommencing his advisory career. Mark advises individual clients and businesses on pensions, investments and protection insurance.
DipPFS Certs CII (MP&ER)
Laura entered financial services in 2000 and commenced her first financial advisory role in 2001 with Lloyds Private Banking. In this role she worked with high net worth clients, providing wealth management, Trust and inheritance tax planning, along with estate planning and Will writing. Having taken some time out of the industry she re-entered financial services and took up an advisory role again in 2014. Laura advises clients on pensions, investments, protection insurance and later life lending including equity release. She is also our dedicated estate planner and provides a will writing and Lasting Power of Attorney service for our clients.
Having worked in financial services, providing administrative support to financial advisers for the last 3 decades, Marie brings a wealth of experience and expertise in the successful running of our financial advisory business.
Get in touch…
41 Broomfield House