Independent Financial Adviser
CurrentFinancial Planning | Investments | Pensions | Retirement Planning | Inheritance Tax and Estate Planning
Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Mark Willmott Dippfs Asip is listed as Helping people to achieve their long term financial goals at AFH Wealth Management, a with 394 employees, based in Godalming, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Mark Willmott Dippfs Asip.
Mark Willmott Dippfs Asip previously worked as Independent Financial Adviser at Afh Wealth Management and Strategic Relationship Director at Assetlogic. Mark Willmott Dippfs Asip holds Diploma In Regulated Financial Planning - Dippfs from Chartered Insurance Institute.
This section adds company-level context without repeating Mark Willmott Dippfs Asip's masked contact details.
Review company-level records connected to Mark Willmott Dippfs Asip before choosing the right outreach path.
I am an Independent Financial Adviser at AFH Wealth Management providing independent and impartial advice. I qualified as a Certified Financial Planner (DipPFS) after a successful 25 year career in institutional asset management helping some of the largest UK occupational pension schemes with their investments. I am passionate about helping my clients and their families achieve the lifestyle they want. My approach to financial advice has always been to help people make better decisions. I focus on each client's specific needs, provide solutions and work with them to create a holistic plan to meet their objectives. I offer expert advice in a wide range of areas, including retirement planning, inheritance tax and investments. Given AFH Wealth Management's independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to smaller firms.To arrange an informal, no-obligation meeting, please contact me on mark.willmott@afhgroup.com
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Greater Guildford Area, United Kingdom
Financial Planning | Investments | Pensions | Retirement Planning | Inheritance Tax and Estate Planning
Godalming, United Kingdom
AssetLogic is revolutionising the way the asset management industry collects, manages and securely shares fund data and documents. Our aim is to help the industry improve data integrity, efficiency and transparency as well as solve the data management challenges brought on by regulation.
London, United Kingdom
Leading the UK institutional business at GAM with overall responsibility for all aspects of the business including sales, clients, consultants and investor relationships.
Other employees you can reach at afhwm.co.uk. View company contacts for 394 employees →
Nigel Poole
Colleague at Afh Wealth ManagementBurgess Hill, England, United Kingdom
View →
LS
Lucy Somner
Colleague at Afh Wealth ManagementUnited Kingdom
View →
CH
Christopher Hunter Ba (Hons), Dipfa Mifs
Colleague at Afh Wealth ManagementBromsgrove, England, United Kingdom
View →
DH
Duncan Hughes
Colleague at Afh Wealth ManagementStoke Prior, England, United Kingdom
View →
GC
Geraint Connors
Colleague at Afh Wealth ManagementWorcestershire, England, United Kingdom
View →
MA
Marie Astill
Colleague at Afh Wealth ManagementBirmingham, England, United Kingdom
View →
MD
Matthew Denigan
Colleague at Afh Wealth ManagementStourbridge, England, United Kingdom
View →
MS
Mandy Skidmore
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom
View →
SM
Simon Millward Dip Pfs
Colleague at Afh Wealth ManagementWellesbourne, England, United Kingdom
View →
JA
Jada Allcock
Colleague at Afh Wealth ManagementKidderminster, England, United Kingdom
View →
Quick answers generated from the profile data available on this page.
Mark Willmott Dippfs Asip works for AFH Wealth Management.
Mark Willmott Dippfs Asip is listed as Helping people to achieve their long term financial goals at AFH Wealth Management.
Mark Willmott Dippfs Asip is based in Godalming, England, United Kingdom while working with AFH Wealth Management.
Mark Willmott Dippfs Asip has worked for Afh Wealth Management, Assetlogic, Gam, Jupiter Asset Management Limited, and Royal London Asset Management.
Mark Willmott Dippfs Asip's colleagues at AFH Wealth Management include Nigel Poole, Lucy Somner, Christopher Hunter Ba (Hons), Dipfa Mifs, Duncan Hughes, and Geraint Connors.
You can use AeroLeads to view verified contact signals for Mark Willmott Dippfs Asip at AFH Wealth Management, including work email, phone, and LinkedIn data when available.
Mark Willmott Dippfs Asip holds Diploma In Regulated Financial Planning - Dippfs from Chartered Insurance Institute.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts