Skip to main content
Search

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

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

An adviser’s insight

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. April 2026.

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.  

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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.