Our Team

Mark Loydall BSC (Hons) FPFS

DIRECTOR & CHARTERED FINANCIAL PLANNER

Mark has been working as an independent financial adviser since 1990 and now combines his role as Senior Financial Adviser with an operational role – focusing on compliance, IT and data.

With qualifications from both the Chartered Insurance Institute and Chartered Institute for Securities and Investment as well as an MSc in Financial Planning and a qualification as a Chartered Financial Planner, Mark is one of the most qualified advisers in the country. 

Mark enjoys working with his clients and helping them to plan their financial futures in order to achieve their lifetime goals and aspirations.