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Mark is one of a relatively small number of financial advisers in the UK with both CFP Professional and Chartered Financial Planner status. He also holds the STEP Certificate for Financial Services - Trusts and Estate Planning qualification.

He is a past winner of the Money Management Financial Planner of the Year award and has served on the board of the Institute of Financial Planning (now part of the CISI) with responsibility for the professional development of financial advisers. As well as making contributions to the Financial Times Money Makeover series, he is a regular commentator on financial topics both to the public and within the profession.

Other contacts

Kevin Mullins

Director of Wealth Management

Samuel Wright

Director

Registered in England and Wales No: 7003923. Registered Office: Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND.
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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