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Mark Higginson

Chartered Financial Planner

I have over 30 years’ experience in financial services working in wealth management, private banking and as an independent financial adviser.

I provide whole of market advice covering all areas of financial planning specialising in pensions, investments, trusts and estate planning.

I provide wealth management services to private individuals and businesses by working with clients to design and implement a working financial plan that evolves and grows with the client on their journey to achieving their financial goals.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in

South West


Dorset, Somerset, Wiltshire

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