Mark Burch Email & Phone Number

Do you sometimes feel out of control with your finances? Are you saving enough for retirement? Do you know how much income will you need in order to maintain your existing lifestyle? Many company directors, professionals and senior management let their personal finances come second. But it doesn't need to be this way...As an expert wealth manager I am your trusted and proactive pair of hands. I will engage with you to help you organise your finances. This includes:• Making sure your savings are working for you• Making sure you are getting all your tax allowances • Reviewing pensions, both from current and previous roles. I am dedicated and by taking control of it all, I look after everything. Including working alongside your existing accountant to maximise your tax planning. Here's how it works...I help successful company directors, professionals & senior management across Wales to take control of their financial future using succinct financial planning.Using a top down approach, we can assist with:• Tax Planning • Pension Allowances • Retirement Planning • Trusts arrangements • Aspects of Exit strategies You may have had a bad experience with an adviser before. I am different because I have great integrity, respect and a genuine desire to work with you in a collaborative way and have the experience to meet you at the same level. I deliver what I say I will to a very high standard, with transparency at the heart of everything I do. *The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.*The levels of bases of taxation and reliefs from taxation can change at any time . The value of tax relief depends on individual circumstances.*Trusts are not regulated by the Financial Conduct Authority.

Listed skills include Investments, Business Strategy, Business Planning, Financial Advisory, and 17 others.