Mark Brown
Independent Financial Planner @Becketts
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WORK HISTORY
Independent Financial Planner @Becketts
Poulton-le-Fylde, GB
EDUCATION
University of Lancashire
BA (Hons), BA (Hons) Business Studies
ABOUT MARK BROWN
As an Independent Financial Planner, my job is to make sure that you make the most of life, by helping you protect and grow your wealth. At Becketts, we are a financial planning-led wealth management firm. You tell us what you want from life, and we listen. We work hard to understand your goals, your circumstances and your beliefs. Once we 100% understand where you are now and where you want to be, we start putting the pieces together in the form of a Financial Plan. Cash flow forecasting is at the core of these plans. I help clients to visualise their journey, providing no-nonsense advice along the way whilst making the complex simple. My expertise lies in:• Retirement Planning • Investment & Wealth Management • Business Exit Planning • Estate Planning I also offer specialist advice to members of the BAE Systems Plc and Victrex Plc pension schemes. Thank you for viewing my profile. Please get in touch if you have any questions or would like to know more about taking the first steps towards creating your own financial plan. Email me at m••••@beckettsfs.co.uk or directly message me here on LinkedIn
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