“I have built my business by providing excellent long-term service, being there over time as life changes for my clients and their companies. I create and manage portfolios that match individual circumstances and objectives.”
Mark is Director, IFA Consultant. Qualified to provide advice in the areas of Personal and Corporate Financial Planning, Financial Protection, Retirement Planning, Investments, Tax and Estate Planning.
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). He also volunteers in the management of two local charities.
For fun Mark spends time with his family, golfs, surfs, snorkels and hikes.
James joined Cornwall Finance & Investment Services at the start of 2015. He is qualified to provide advice in all areas of financial planning including investments, pensions, equity release and protection.
James specialises in dealing with complex property finance needs and obtaining finance for clients with non-typical income streams and adverse credit scores.
James is determined to help as many people as possible so is working towards chartered status which is evidence of his technical competence and commitment to provide the highest level of profession standards.
When not helping others to achieve their financial goals, James enjoys driving, live music, fitness and travelling.
Hannah joined Cornwall Finance & Investment Services in 2022; she previously worked in London and the Southeast for several regional and national IFA companies. She has experience with complex financial planning needs, specifically for entrepreneurial and intergenerational clients. She is qualified to provide advice in all financial planning areas and is working towards Chartered Status.
Hannah has specialised in work relating to family law and is proud to be a member of Resolution. She has experience preparing pension sharing reports and mortgage capacity reports for use in divorce.
In her free-time Hannah volunteers as a career mentor with the University of Reading, she also enjoys spending time cold-water swimming, hiking and being outdoors.
Nikki joined the firm in 2019 as a part-time administrator. Nikki has had a varied career across management, education, later-life care, and hospitality.
Away from Cornwall Finance and Investment Services, Nikki runs Kenpo Chi Kung sessions at Memory Cafes and weekly classes.
In her free time, she enjoys being an active member of the local W.I, swimming, playing golf, practising Tai Chi and breathing in the fresh Cornish sea air.
Amanda joined Cornwall Finance & Investment Services in 2021 as Administrator where she utilises her many years of experience in business management.
Away from work Amanda is actively involved in community groups and enjoys adventuring in the great outdoors.