Mark Watkiss
Mark joined us in November 2017, having previously led a career in sports coaching and fitness. He is a Financial Planner having qualified through the prestigious St. James's Place Academy and is currently working towards obtaining his Chartered Status.
About
Mark provides his clients with a holistic approach and covers all areas of Wealth Management. This includes Investment Planning, Retirement Planning, Inheritance tax planning, Protection Planning and Mortgage Advice. Mark seeks to provide high quality advice to his clients, who are typically looking for a financial plan to help them through each important milestone in their lives. This could be buying a home, providing school fees, accessing their pensions and even with help to reduce their inheritance tax position.
When not in the office, Mark can be found at Lords indulging in his passion of supporting England or on the golf course working on his handicap!
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Accreditation
