Mark Hodson DipPFS, Cert CII(MP)

Mark has worked in the family business for over 30 years and is level four qualified. He specialises in providing inheritance tax mitigating solutions to families who wish to ensure their wealth is passed on to future generations. He also spends much time helping clients to manage their personal cash flow to ensure they can be confident of living their lives in retirement without the fear of running out of money. Selecting the right investment portfolio forms a major part of the advice process and Mark is well placed to guide and assist clients in making sound and well informed financial plans and decisions regarding their investments.


Want to know more?

Email us at or call us on 01903 820557