helping you achieve financial security in the short term and your financial independence in the long term

Welcome

When it comes to choosing a financial adviser you need to be mindful of the fact that, just like all mainstream professions, the quality of the service you receive depends on the quality of the individual providing it.

Mark Willing Financial Services will give you that reassurance.

handshake of trust
When you trust your financial planning to us you will be dealing with someone who has a high level of knowledge, relevant expertise and unquestionable integrity. These attributes will be focussed on your specific requirements to provide you with bespoke financial advice when, how and where you want to receive it.

Your financial situation is unique, and so if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your personal circumstances with due regard to your future plans and aspirations.

That is precisely what we have in mind when we talk about our personal wealth management services. We do not provide off-the-shelf (or off the web) solutions. We work to the highest ethical standards, piecing together recommendations that are totally appropriate to your needs.

What Do We Do?

At one time or another almost all of us take financial advice. But often we only get help with one individual planning area in isolation rather than as part of a bigger picture. For example, if you ask for advice on investing tax-efficiently in an ISA you will probably get it.

What you might not get, however, is a view on whether you would be better off putting your money into a pension plan or reducing your mortgage borrowings instead.

How do we do it?

The objective of the advice service that we provide is to put in place product solutions to enable you to meet your financial goals and then regularly review the performance of those solutions to help you to remain on track. In order to achieve this, we follow the process set out below, which is broken down into six stages:

  • Initial consultation
  • Fact finding
  • Research
  • Report of recommendations
  • Implementation: arranging products and related actions
  • Ongoing review

How Much Will it Cost?

The charges vary depending upon the level of investment and the type if investments. Please contact us for further information.

Payment for our services will be on the basis of an agreed Advice Charge. We will discuss your payment options with you and answer any questions you have.  We will not charge you until we have agreed with you how we will be paid. 

You can if you wish to, add or enhance levels of service with us if you feel it's appropriate