Mark Underwood – BA (Hons), APFS, Chartered Financial Advisor
Mark has 22 years experience in the Financial Services industry in advising individual and corporate clients regarding their financial needs and aspirations. He provides advice on investments, pensions, inheritance tax, mortgages and any protection needs.
Mark holds Chartered Financial Planner status following a series of successes in specialist exams ranging from investments to pensions, taxation and trusts. At this time only a small number of members of the Personal Finance Society have gained chartered status.
