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Mark Humphreys

Financial Planning Consultant DipPFS in Monmouthshire

A little bit about Mark

I'm Mark Humphreys, a financial planning consultant dedicated to helping individuals and families build, manage, and preserve their wealth with confidence and clarity. After a career in the energy industry, travelling globally to help organisations understand technical challenges and opportunities, I now focus on advising people through often complex areas of the financial landscape and craft a personalised, effective route forward allowing a more stress-free financial future.  

Find out more about me below.

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Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

Autumn Budget

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Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

General Insurance

Home contents insurance, buildings insurance.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

More about me

My approach is to take the time to listen and understand an individual's personal circumstances and specific requirements. This allows me to help navigate people through life's transitions, such as planning for retirement or building generational wealth. With a long-term approach, I help clients stay on track as their lives change, ensuring their financial plan evolves with them.

With a strong focus on wealth management, inheritance tax and retirement planning, I can provide personalised advice for career starters and those with young families to more experienced investors. Alongside investing and retirement planning, I can assist with safeguarding and protection arrangements. From protecting your income, to providing life insurance and critical illness cover, I can help protect your most important needs should life's unexpected challenges arise.

I live with my family in the Monmouthshire countryside, with whom I enjoy surfing, watching ice hockey and travelling.  

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.