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Mark Jones

About Mark.

Mark is a member of the Institute of Financial Planning (IFP) and Chartered Insurance Institute (CII) and operates to the highest level of professionalism when delivering a service for his clients.

Mark has years of experience in financial planning and has been advising clients throughout various market conditions.

He has a dynamic approach when advising clients and truly does uphold the holistic approach to financial planning by offering bespoke individual advice, not ‘off the shelf’ text book solutions.

Mark has a keen interest in competing in Triathlons and enjoys being involved in various Charity events in order to raise valuable funds for life changing causes. He recently competed in the London Marathon running in an “office” suit with brief case and umbrella to raise money for charity and has booked Ironman Switzerland for July 2018 to continue raising money for needed causes.

Mark has also been known to like socialising and enjoying weekends away in his VW Transporter Camper Van.

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"Mark is a truly holistic and clearly confident and knowledgeable businessman who we feel actually wants to help us try to maximise our retirement potentials"

Kev, Derbyshire

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