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Mark Beynon
Partner

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My profile

I enjoy helping people make sense of their finances, especially helping them to build long-term strategies to achieve their financial objectives.

I have always had a passion for helping people, and an interest in financial matters. My education and experience in the financial services industry have allowed me to specialise in arranging defined benefit transfers, managing inheritance tax and retirement planning for my clients.

Working together to develop a long-term relationship is vital, as giving financial advice is a continuous process and best done by us building trust and understanding.

I can help you with:

  • equity release
  • financial planning
  • general insurance
  • long-term care
  • mortgages
  • pension options at retirement
  • pension planning for retirement
  • protection
  • savings and investments and
  • trust and estate planning.

Your home may be repossessed if you do not keep up repayments on your mortgage. There will be a fee for mortgage advice which will depend on the amount you are looking to borrow, your requirements and circumstances.

Past performance is no guarantee of future returns and the value of investments and the income they produce can fall as well as rise. You may not get back your original investment and you may lose all your investment.

Accessing pension benefits early may affect levels of retirement income and is not suitable for everyone. You should get advice to understand your options at retirement.

The Financial Conduct Authority does not regulate taxation and trust advice.

How I add value to my clients

I am a holistic adviser, committed to helping my clients use their finances to support them. I help my clients by looking into the long term and working backwards to develop a strategy to help reach their goals. My relationships with my clients are not simply transactional.

How I work

We begin the advice process with a face to face meeting, allowing us to get to know each other. Developing mutual trust and understanding is very important, as this helps me to give you appropriate advice.

I also use this time to assess if you would benefit from advice, I review the information gathered and build a unique financial plan to help you meet your goals.

We meet again so that I can show you what your finances mean for you, as they currently are. I will demonstrate what steps you can take to align your priorities with your financial aims.

Many of my clients are young professionals who:

  • are able to begin planning for their future and would like to arrange their finances to support them adequately;
  • have just joined a new pay bracket; or
  • are starting a self-employed business.

If you are keen for your money to be invested in such a way that it reflects your ethical beliefs, I can help you with socially responsible investments. This has become increasingly relevant with the growing awareness of climate change, and I have guided many clients on how to invest their money sustainably. I always work with clients to identify their priorities, so that you can invest with peace of mind in risk-appropriate portfolios.

Qualifications

Diploma in Financial Advice – Level 4
Chartered AFCII

I have adopted the Pension Transfer Gold Standard. This means I have signed up to adhere to a set of principles designed to raise the standard of professionalism within the pensions field.

About me

Outside of work I am a budding stand-up comedian and some time TV quiz show participant. I also enjoy travelling and seeing new places.