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Mark White Financial Adviser Chippenham

I specialise in pre-and post-retirement planning, investment and estate planning. I particularly enjoy working with my clients to help them plan for their future and achieve their personal and financial goals. I am a strong advocate of cashflow modelling which is the cornerstone of the financial plan we use to monitor, review and update on an ongoing basis.

Mark White, Independent Financial Adviser (IFA), Chippenham, Wiltshire

Mark White, Independent Financial Adviser
Independent Financial Adviser (IFA), Chippenham, Wiltshire

Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Cash Flow Modelling, Retirement Income, Trusts, Investments

Mark joined the Financial Services industry over 25 years ago after graduating with a BA (Hons) in Economics from Newcastle University.

He spent much of his career working for Clerical Medical and Scottish Widows where he held a number of senior management positions in both organisations working alongside Independent Financial Adviser businesses across the country, before re-training as a financial adviser himself.

Mark is a member of the Personal Financial Society and is qualified to offer financial planning advice having achieved industry qualifications to Diploma level. In addition, Mark has the Advanced Financial Planning Certificate in Pensions (G60) and Taxation and Trusts (G10) which support him in providing complex pension advice and inheritance tax planning.

Mark splits his time between the Lonsdale office in Chippenham and his home in Somerset, and his clients are spread across the South West and South Wales.

In 2018 Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.

Mark is married to Jo, and they have 3 daughters. Mark played rugby for many years and is now a coach. He enjoys being outdoors regularly cycling, running and walking the dog. Over the years Mark has raised funds for Childrens Hospice South West by running Alpine Marathons. He has recently learned to swim, so is not ruling out a Triathlon at some point in the future.

Mark White – To learn more about Mark’s investment career as a financial planner, please read his LinkedIn profile.

For a free initial consultation contact Mark White or one of our Chippenham independent financial advisers (IFAs):

Chippenham Office

Lord Wilmot House
9 Cavalier Court
SN14 6LH

Tel: +44 (0) 1249 651212
Email: ku.oc.secivreseladsnol@etihwm

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