
Mark Wade
Financial Planning Consultant Cert CII (MP), DipFA in Hampshire
A little bit about Mark
I have 35 years’ experience in the financial services industry and enjoy helping my clients achieve their financial goals and objectives.
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An adviser’s insight
When is the right time to invest?
There’s always a degree of uncertainty when it comes to investing, so it’s natural for some people to feel nervous about it.
When the news is reporting stock market volatility, it’s understandable that some people might feel more cautious about investing. But including investments in your long-term financial plan is a smart way to give your money the best chance to grow.
Keeping money in cash might feel like a safe option, and having some money easily available is a sensible decision. But too much cash could end up costing you more because of inflation’s ability to eat away at the value of your savings. For example, when £10,000 is invested it can grow by 78% over 30 years, but if it was kept in a current account its value could actually reduce by 59%*.
There are lots of options when it comes to investing, and I’m here to guide you through them. I can help you decide things like which risk level is right for you, what types of investments to use to maximise your tax efficiency, and how to create an investment plan tailored to your circumstances and goals. I can also show you how different investment approaches could impact your finances over the long term.
If you’re thinking about how investing today can help create the life you want in the future, let’s talk about how I can support and guide you through the process.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change
*Based on an annual average investment return of 5% and inflation at 3%.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
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.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Qualifications

Diploma in Financial Planning
- The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.

Certificate in Mortgage Advice
- The Certificate in Mortgage Advice (Level 3) meets the FCA standards for mortgage advisers. It develops an understanding of the sector and the mortgage process, and enables advisers to meet individual client needs.
Location
Mark's location
Waterlooville
Hampshire
PO8
United Kingdom
Mark is located in Waterlooville and offers expert financial advice to suit your needs.
More about me
Financial Services and giving advice has changed quite a great deal over recent times, the world and its economic differences have made financial advice even more important and relevant.
I have worked in Financial Services all my life, starting out working for a firm of Chartered Accountants, so I have an ability to read accounts, and understand their contents. Then I moved into banking, working at a number of local branches till 1990, and soon after getting married in 1989, I felt the need to offer Financial Advice to both Corporate & Retail clients. I worked for a number of financial advice firms and more recently Quilter Financial Advisers, who I would say is the leading financial advice firms in the market to-day.
I am a family person with two grown up children and a loving wife, the purpose of unity and many years in the making. A financial plan is a contract between two or more people who set their sights on a target and look to strive towards its objectives. I can help you set those plans in place with Cash Flow modelling and providing holistic advice and on-going advice every year.
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.