Introducing:

Mark Ridgment HCIMA, DipPFS
Independent Financial Adviser (IFA), Corporate and Personal Wealth Planning.

Mark is a Corporate and Personal specialist IFA. Qualified to provide advice in the areas of Personal and Corporate Financial Planning, Financial Protection, Retirement Planning, Investments, Tax and Estate Planning. Mark has built his success on giving excellent long-term service, being there over time as life changes for his clients and their companies and building portfolios that match individual circumstances and risk profiles. As an IFA he delivers tax efficient solutions to create, increase and preserve wealth. Mark is not tied to any product providers and has the thousands of investment, insurance and loan products available from the U.K market.

Mark studied Institutional Management and Financial Management at Norwich. In 1989 he joined the financial services industry, working for insurance companies and a bank. Mark became an Independent Financial Adviser (IFA) in 1999, building his practice in Cornwall whilst updating, training and developing his skills and qualifications in financial planning. In 2010 Mark founded Cornwall Finance & Investment Services.

Mark is a founding committee member and former Chairman of the Cornwall & Plymouth Personal Finance Society, who are part of the Chartered Insurance Institute (CII) whom provide most IFAs with their Certificates of Continued Professional Standing and promote the highest standards of education, good practice and professional integrity within the IFA community. To further the cause of UK Small Business Mark is the secretary of the Mid Cornwall Branch of the FSB, he also volunteers in the management of two local charities and is a mentor within the new Enterprise Support Allowance.

For fun Mark spends time with his family, surfs, snorkels and hill walks.

To talk with Mark, or a member of his team, call our direct line 01637 839098 or email:- mark@cfislive.co.uk