Mark brings a wealth of experience in financial services, having started his career with NatWest Bank 16 years ago, and moved on to a position as an Independent Financial Adviser with a national IFA firm. Mark holds the level 4 qualification of Diploma in Financial Planning, together with Certificates in Mortgage Advice and Equity Release.
Mark is committed to further study and plans to attain Chartered status. Mark's philosophy is that each client is an individual, and so is different. He tailors his advice to meet each individuals circumstances and offers bespoke solutions to a host of investment, retirement and tax needs.
Mark is committed to further study and plans to attain Chartered status. Mark's philosophy is that each client is an individual, and so is different. He tailors his advice to meet each individuals circumstances and offers bespoke solutions to a host of investment, retirement and tax needs.
Services
The Pensions Act 2008 introduced changes applicable in 2012 relating to workplace pensions. The onus is now on you as an employer to automatically enrol all eligible jobholders (including temporary staff) who are aged between 22 and the state pension age into a retirement savings scheme.
The consequences of not doing so can be financially crippling to a business, with the emphasis on the employer to meet its legal duties for auto-enrolment and The Pensions Regulator has the power to administer fines to employers who do not.The number of eligible jobholders dictates when you must have an auto-enrolment pension scheme in place (staging date).
The consequences of not doing so can be financially crippling to a business, with the emphasis on the employer to meet its legal duties for auto-enrolment and The Pensions Regulator has the power to administer fines to employers who do not.The number of eligible jobholders dictates when you must have an auto-enrolment pension scheme in place (staging date).
Reviews (10)
Sara Bennett
Oct 25, 2021
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Louise Sarsby
Oct 12, 2021
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Mark was extremely professional and polite from the moment we first met. He was able to provide me with the building blocks I needed to start seriously considering investments and the options available to me. Mark provided me with some extremely useful advice for what I can be doing right now and what I can look to do in the near future. I have already started putting this advice into action which I’m very appreciative of.
Anne Lewis
Sep 22, 2021
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Andy Harden
Sep 21, 2021
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Ian Spencer
Mar 01, 2021
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Having first met Mark through a personal introduction, it was clear from day one he was an exceptional professional but was a friendly person was approachable and no nonsense.
We had a couple of face to face meetings and he then came up with a recommendation plan, of what we needed to do and what we could do.
Mark made things easy, simple and put things into logical terms, which we needed, and as of the time of writing and a few years down the line, we could not be more happy with what he has done (and achieved) and look forward to many more years with him.
We had a couple of face to face meetings and he then came up with a recommendation plan, of what we needed to do and what we could do.
Mark made things easy, simple and put things into logical terms, which we needed, and as of the time of writing and a few years down the line, we could not be more happy with what he has done (and achieved) and look forward to many more years with him.
Stephanie Smith
Feb 25, 2021
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Mark was rapid in response to my initial enquiry and visited me at home to discuss things. He was very generous with his time and expertise. At no time did I feel under any pressure from him to purchase a product. He was clear in his explanations, friendly but professional, and a good listener. He subsequently followed through with a balanced portfolio based on my needs and preferences. It is too early to comment on how that is performing, but I believe that Mark has done his best for me and will keep me informed regularly on progress, as we agreed. I have no hesitation in recommending Mark.
Karen Williamson
Feb 22, 2021
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We have been very pleased with the advice and guidance Mark has given us. In particular he has resolved any concerns and issues we had regarding pensions and we have already seen the benefit of his good advice. He is very pleasant and crucially his ability to communicate and explain matters is excellent. We really appreciate and trust him and would thoroughly recommend him to anyone seeking advice.
Rizwan Choonara
Feb 20, 2021
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Alison Chambers
Feb 19, 2021
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Chris Norton
Feb 05, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Mark Williamson has been our adviser for a few years now and nothing is too much trouble. He was a tremendous help when my husband passed away last year. Always at the end of the phone when you need him for help and advice. Highly recommend Mark Williamson
Mark Williamson has been our adviser for a few years now and nothing is too much trouble. He was a tremendous help when my husband passed away last year. Always at the end of the phone when you need him for help and advice. Highly recommend Mark Williamson
