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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.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

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 Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.