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.

Helping clients mitigate or reduce the amount of Inheritance Tax due on their estates on death.

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.

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.