Mark Lofting

Chartered Financial Planner and Wealth Manager, Partner @Evelyn Partners

Evelyn is a leading UK investment, financial planning and accountancy group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with £57 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments. Whichever service a client chooses we believe their personal wealth is our personal responsibility. I am a Chartered and Certified Financial Planner and Affiliate Member of STEP. I specialise in working with private clients, trustees and their other professional advisers to enable them to better understand both their current position and to analyse potential future scenarios. This helps clients gain clarity, determine their own point of financial independence and enables them to make informed decisions around spending, gifting, risk etc. Typical clients include those who have more complex situations such as- Business owners or professionals - Pre or at retirement discussions - Sudden wealth, for example from an inheritance, divorce or business sale - Trustees looking to review, distribute or invest trust assets Areas of Expertise are Lifetime cash flow modelling, wealth management, retirement planning, tax and estate planning.