Mark Radford

Mark Radford Email and Phone Number

Financial Planner and Director @ Oculus Wealth Management (West London)
United Kingdom
Mark Radford's Location
London, England, United Kingdom, United Kingdom
Mark Radford's Contact Details

Mark Radford work email

Mark Radford personal email

n/a
About Mark Radford

Experienced Financial Planner helping individuals and businesses accomplish their life goals and aspirations. Many of my clients are looking to:• Protect what they've accumulated whilst ensuring their assets are working efficiently for them • Pay no more tax than they need to• Have confidence that their assets will be sufficient to achieve their desired lifestyle without the fear of running out of money• Pass on their wealth to their loved ones in the most tax-efficient wayWith the creation of a personalised financial plan and cash flow forecast, I will help you visualise your financial future to see whether you are on track to achieve your desired lifestyle. If there are any potential problems or shortfalls, I will provide independent advice and let you know what you need to do to overcome these issues. By simplifying your entire financial world, you will gain clarity, confidence, and peace of mind, giving you more time to focus on the other important things in your life. I will meet you regularly and collaborate with your other professional advisers to ensure you stay on track to achieve your goals over the long term.Many new clients still hold high charging investment and pension portfolios. Magus provides clients with low cost, evidence-based investment strategies that help eliminate unnecessary costs and deliver a more successful investment experience.You may already be working with a Financial Planner, but it always pays to get a second opinion. If you would like to hear the truth about money, please get in touch for an initial chat.Specialties: Working with doctors and dentists for the past 25 years, providing advice on all aspects of the NHS Pension Scheme, including the issues surrounding the annual allowance and lifetime allowance.

Mark Radford's Current Company Details
Oculus Wealth Management (West London)

Oculus Wealth Management (West London)

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Financial Planner and Director
United Kingdom
Mark Radford Work Experience Details
  • Oculus Wealth Management (West London)
    Financial Planner And Director
    Oculus Wealth Management (West London)
    United Kingdom
  • Magus Private Wealth Ltd
    Financial Planner
    Magus Private Wealth Ltd Jul 2017 - Present
    London, United Kingdom
  • Quadrant Group - Wealth Management And Independent Financial Advisers
    Senior Financial Planner
    Quadrant Group - Wealth Management And Independent Financial Advisers Jun 2016 - Jun 2017
    Stanmore, Middlesex
  • Templar Financial Planning Limited
    Senior Financial Planner
    Templar Financial Planning Limited Sep 2007 - Jun 2016
  • Modern Money Financial Services Ltd
    Senior Financial Consultant
    Modern Money Financial Services Ltd Mar 2005 - Aug 2007
    London, England, United Kingdom
  • The Medical Sickness Society Limited
    Financial Consultant
    The Medical Sickness Society Limited Jul 1991 - Feb 2005
    Exeter, England, United Kingdom

Mark Radford Skills

Pensions Retirement Planning Wealth Management Income Protection Financial Advisory Financial Planning Wealth Inheritance Tax Planning Investments Strategic Financial Planning Protection Retirement Critical Illness Iht Holistic Financial Planning Financial Planners Investment Strategies Asset Management

Mark Radford Education Details

  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning

Frequently Asked Questions about Mark Radford

What company does Mark Radford work for?

Mark Radford works for Oculus Wealth Management (West London)

What is Mark Radford's role at the current company?

Mark Radford's current role is Financial Planner and Director.

What is Mark Radford's email address?

Mark Radford's email address is ma****@****p.co.uk

What schools did Mark Radford attend?

Mark Radford attended Chartered Insurance Institute.

What skills is Mark Radford known for?

Mark Radford has skills like Pensions, Retirement Planning, Wealth Management, Income Protection, Financial Advisory, Financial Planning, Wealth, Inheritance Tax Planning, Investments, Strategic Financial Planning, Protection, Retirement.

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