Arrange a free consultation to discuss your financial options with Mark.
Mark joined Objective Wealth in May 2019 and has worked in the financial services industry for the last 15 years. In this time, he has attained the Chartered Insurance Institute’s (CII) Diploma in Financial Planning and completed the Advanced Diploma unit ‘(AF3) Pension Planning’. He is currently working towards Chartered status.
Mark believes using technology is an integral part of financial planning. Technology can bring financial planning to life in front of clients, helping them to understand where they currently lie and provide a pathway forwards to achieve their aims and objectives.
Mark lives in Chiddingfold, near Godalming, with his wife and three daughters. He enjoys playing cricket in the summer months and still attempts to play rugby from time to time.
We’ve made changes so you don’t have to. In response to COVID-19, we’ve made our services available from the comfort of your home while prioritising your security. Have any worries? Get in touch to discuss how we can help.