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Mark joined Perspective (South East) Ltd in January 2018 and has been a Financial Planning Consultant for over 7 years. He is actively working towards Chartered Status with one further exam to complete. Mark is a member of both the Chartered Insurance Institute and Personal Finance Society.

He is able to provide advice on all areas of financial planning to private clients, with a particular focus on wealth management and retirement planning.

Mark offers a professional and friendly approach, with a drive to provide focused holistic advice to help people plan for all eventualities.

Mark graduated with a BA (Hons) in Business Management with Marketing in 2006 from the University of Gloucestershire and has worked in financial services since this time, including technical roles before becoming a Financial Planner.

Other contacts

Samuel Wright FPFS

Director, Chartered Financial Planner

Mark Taylor, APFS

Director, Chartered Financial Planner

Kevin Mullins FPFS

Director of Wealth Management, Chartered Financial Planner

Registered in England and Wales No: 7003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

Perspective (South East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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