Meet the Team
Director, Financial Planner
Mark is a co-founder of TWP Wealth and has been in the financial services industry for close to twenty years.
Mark is an experienced Financial Planner who has helped many individuals and families continue to achieve their goals over the years.
Mark also has experience assisting people emigrating abroad from the UK and understands how to deal with their finances, in particular, their pensions.
Mark believes using technology is an integral part of financial planning. Technology can bring financial planning to life in front of clients, helping them to understand where they currently lie while providing a pathway forward to achieve their aims and objectives.
Mark lives in Chiddingfold near Godalming, with his wife and three daughters. Mark enjoys playing and coaching cricket in the summer months and has taken up golf to fill the void after retiring from rugby.
Qualifications
- Diploma in Financial Planning with the Chartered Insurance Institute (CII) and member of the Personal Finance Society (PFS)
- Advanced Diploma unit in Pension Planning (AF3) with the Chartered Insurance Institute.
Expertise
- Wealth Accumulation
- Retirement Planning
- Inheritance Tax Planning
- Business Owner Planning
Director, Financial Planner
John has more than twenty years of experience as a financial planner and has seen significant positive changes to financial services.
During this period there have been many issues to navigate and that has been an exciting element of the challenge.
John has been the point of contact for many families in making life-changing financial decisions and is now dealing with the three generations of these families.
Helping people continues to provide fuel for John’s passion for financial services. He believes that straightforward, concise guidance is what people require along with the reassurance that he is in regular contact.
Going into partnership with TWP Wealth represents an exciting opportunity to more closely align financial planning with accountancy.
John is married to Rachel and they have six children. He has continued to find time to indulge in his love of rugby, largely by ensuring that all children have some involvement in the game.
John’s playing days have drawn to a close, and he instead enjoys running and the odd game of golf.
Qualifications
- Diploma in Financial Planning and a member of the Personal Finance Society
- Chartered Insurance Institute Award in Long-Term Care and Equity Release.
John holds the Senior Manager Function for the company with the FCA and Compliance oversight.
Expertise
- Wealth Accumulation
- Retirement Planning
- Inheritance Tax Planning
- Business Owner Planning
- Tax Mitigation
