Mark Manson
Financial Planning Consultant DipPFS in Kilmarnock
A little bit about Mark
Mark has over 25 years’ experience in financial services having begun his career with a major high street bank after university.
He believes that understanding his client’s individual needs and objectives is key to providing effective advice and building long term relationships. Helping people achieve their long term goals, such as retiring early or financing their children through further education, provides Mark with real job satisfaction.
Mark has continued his professional studies throughout his career and is a qualified pension switching specialist.
Out of work Mark has two young children and keeps himself fit through martial arts.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Pensions
Expert advice to help provide comfort in your retirement.
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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.
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