“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 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 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 and is a mentor within the new Enterprise Support Allowance.
For fun Mark spends time with his family, surfs, snorkels and hill walks.
James joined Cornwall Finance & Investment Services at the start of 2015. He acquired his full mortgage qualification at the start of 2014 whilst working with a local IFA and is part way through working towards the qualifications required to practice as an IFA.
Currently responsible for liaising with clients and conducting initial fact-find meetings and helping mortgage clients amongst other tasks. He has strong family connections with the profession and is determined to build his career in Cornwall, excited to be part of CF&IS.
When not working James enjoys driving, live music, surfing and socializing.