Independent Financial Planner
Mark Brown
DipPFS
Introducing Mark
Prior to starting at Becketts, Mark studied business at university and fostered an aspiration to work in the Financial Services industry. Mark joined Becketts in 2017 in a trainee position. He grasped the opportunity with both hands and worked hard to learn all aspects of Financial Planning. Mark soon became qualified after studying towards the Diploma in Regulated Financial Planning – taking on Paraplanning work before moving into a Financial Planner role full time.
What part do you play at Becketts?
My aim is to help people make the most of their finances. I can offer clients peace of mind through reduced financial worry. They can then enjoy the things in life that really matter.
What do you most like about your job?
I love hearing our clients’ life stories. To be part of that by helping them plan is such a privilege.
What’s the best thing you’ve ever spent your money on?
Experiences and memories through travel are very important to me.
What makes you happy?
A long walk with the family in the great outdoors followed by a family meal.
A complete professional service. Mark has helped me organise my retirement portfolio and given me the professional advice I needed. I would certainly recommend Becketts as there are many difficult decisions to undertake when planning for your retirement.
I cannot thank Mark and Ben enough for the financial advice given to us last year at the start of lockdown. They guided us through all of the options in setting up our retirement pension portfolio. Everything was explained clearly and nothing was too much trouble. Highly recommended.
All matters dealt with quickly and professionally. Good performance from the investments and sound financial advice given. I would recommend them without question.
Mark's likes
-
Lake District walks
-
Holidays
-
Scotch whisky
-
True crime podcasts
-
Classic rock
Mark's dislikes
-
Butter – can’t stand the stuff
-
Middle lane hoggers
-
Lasagne
-
Queuing
-
Increasing number of grey hairs
Mark's top trumps
-
Years in industry
-
Reliability
-
Whisky-tasting skills
-
Mountain rescues