Mark King

Mark is a fully qualified financial adviser and holds a Diploma in Regulated Planning with over 42 years of experience in Financial Services, of which more than 25 years have been as an Independent Financial Adviser.

His previous experience included starting with the Prudential in 1981, National Mutual Life and then onto senior management positions with Colonial before becoming an Independent Financial Adviser in 1998.

Mark works closely with his clients to provide a highly personalised service, covering all aspects of financial planning and wealth management. He has strong technical and analytical skills and is passionate about proactively helping his clients progress to achieve both their personal and financial goals. He has a wealth of experience across pensions, savings, investment management, personal protection, business protection and inheritance tax planning (including the use of trusts).

Outside of business, Mark enjoys spending time with his wife and takes a keen interest in the progress of his grown-up children and grandchildren. He also enjoys travel and following Bath Rugby, walking his dogs and trying to keep his weight under control, not always that successfully but always trying. He also enjoys time in his garden.