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Mark Brownsea

Chartered Financial Planner

Expertise in

Corporate Financial Planning

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Hampshire, Dorset, Wiltshire

Mark Brownsea

Chartered Financial Planner

I have over 10 years experience in financial services, and I have been advising clients since 2014.

I can advise on investments, pensions, retirement planning, succession and IHT planning/estate planning, financial protection, corporate planning, trusts.

Listening to a client’s needs and objectives is at the core of how I advise. At every stage of our process, I aim to tailor my advice to meet these needs efficiently and professionally. It is important I help clients understand how my advice allows them to achieve their aims, so they may proceed with the greatest confidence that they are making the right decisions. I look to generate long term relationships with clients who can enjoy the continuity of who advises them to achieve their financial goals and security.

Expertise in

Corporate Financial Planning

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Hampshire, Dorset, Wiltshire

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