Mark Belcher

DipFA, CeFA, BSc Financial Planning Consultant

Mark has over 20 years’ experience in the financial services industry, the majority of which has been spent delivering face-to-face advice and building long term relationships with clients. He has specialist knowledge about the NHS and the benefits associated with the NHS and this has continued with Charles Derby. Mark has worked with both professionals from the NHS and GP surgeries to provide tailored financial advice. He also works with professionals across a wide range of industries which means he can adapt and tailor the advice to your own unique needs. With the Diploma in Financial Planning and the experience he has, this will enhance your finances in pension planning, investments, protection and Inheritance Tax Planning.

Mark is a keen golfer and plays off a 16 handicap, which improves during the summer months, usually! He has 3 young children, and this takes most of his spare time as they play a variety of sports and social clubs ranging from dancing to football and cricket. He enjoys traveling, Mark has a world map and it is the ambition of his partner and him to see as many different countries as possible.

 

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
 

The Financial Conduct Authority do not regulate Trusts or Inheritance Tax Planning


Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection