Skills & Areas of Advice
Qualifications
Mark is a highly accredited, mortgage & financial planner who has worked in the financial services industry for 21 years and has served 19 of those in estate agencies, 14 years connected with Beals Mortgage and Financial Services.
He sits on committees and peer groups respected across the country, helping pioneer new ideas to help people get and stay on the property ladder. His commitment and drive to help others have been paramount to get him to where he is now.
Mark was born and raised in Waterlooville, with extensive knowledge of the area and local community. He carries with him an excellent reputation and a solid following of loyal clients.
He is currently devoting lots of time to supporting local schools and previously Scouting Groups, including attending the local schools to discuss his business. Giving back to local businesses, especially helping young people, is a topic very close to Mark’s heart, being the father of 3 young boys.
At the weekends, Mark is an Instructor with the Bear Grylls Survival Academy. He enjoys educating people on survival skills and building relationships both within the family and the corporate world. He enjoys keeping fit, boxing and the great outdoors.
Experience & Achievements
Inheritance Tax Planning, Some Buy to Let Mortgages & Employee Benefits are not regulated by the Financial Conduct Authority
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.