Mark Hurst Mortgage, Protection, Equity Release & Financial Planner

What can Mark do for you?

Skills & Areas of Advice
•    
Pension and retirement planning
•    Equity Release
•    Wealth preservation and creation
•    Investment planning
•    Inheritance tax planning
•    Protection for individuals and families
•    General insurance
•    Mortgages
 
Qualifications
•    
Diploma In Financial Planning (DipPFS)
•    Certificate in Financial Planning (CeFA)
•    Certificate in Equity Release (CeRER)
•    Certificate in Mortgage Advice & Practice (CeMAP)

Mark is a highly accredited, mortgage & financial planner who has worked in the financial services industry for 24 years and has served 23 of those in estate agencies, 17 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

•    Experience in all core advice areas, as well as a specialist in mortgages, wealth management and pensions.
•    Working across all client areas including private clients, corporate clients and vulnerable clients. Working with professional connections such as accountants, estate agents and solicitors.
•    Interested in educating future financial advisers going through their training.
•    Has built a reliable network by providing advice and highquality services to local individuals, business owners, people starting on the property ladder, clients in the mid-stage of working life, and people who are coming up to retirement wanting to maximise their standard of living.
•    Interested in supporting local charities and helping local businesses prosper.

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.