Our aim is to offer outstanding financial advice to both individual and business clients.

We can satisfy your protection, life assurance, pension, savings and investment, employment benefit needs.

Mark’s enthusiasm, energy and passion for his business means that his clients regard him as their friend, who is also able to act as their financial & their business coach.

Trust is comfortably created and serious subject matters can become engaging and interesting.

His most appreciated skill is to explain matters clearly and demystify financial complexities, so that they are understood and clients are empowered to confidently make decisions about their financial future.

Mark has four criteria for accepting new clients or for on going  work with existing clients. They have to like each other; the client’s  time has to be valuable to them; they need to have future needs & they need to be comfortable to follow Mark’s recommendations and advice.

New clients are only accepted from personal contact or introduction from current clients, who value the professionalism, relationship, the wisdom, creativity & values.

Mark has a team of three support staff, who undertake all administration, research, client updates and implementation strategies.

Contact details:

Telephone: 01883 740222

Contact: email me

Web: www.wealth-strategies.co.uk