Who We Are

Mark Stanbury

Mark Stanbury

Senior Financial Consultant

Qualifications
• CF1 UK Financial Services, Regulation & Ethics
• CF2 Investment and Risk
• CF3 Financial Protection
• CF4 Retirement Planning
• CF5 Integrated Financial Planning
• CF6 Certificate in Mortgage Advice
• CF9 Pensions Simplification
• Financial Planning Certificate (FPC 1, 2 and 3)
• JO1 Personal Tax
• J02 Trusts
• Diploma in Regulated Financial Planning (Level 4)


Specialisations
Investment and Pensions, Retirement Planning Estate Planning and Wealth Preservation.


Interests
Rugby Union, Golf and Cricket.
 

   

Committed Service

Our commitment to our clients is as strong as ever. We work hard to deliver a high level of service that our clients can value, understand and have utmost confidence in.

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