Mark Williamson

Director @Blackfriars Wealth Management Ltd

Gloucester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2014 — Present

Director @Blackfriars Wealth Management Ltd

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Blackfriars Wealth Management provides impartial and independent financial advice to individuals and companies on a wide range of financial planning areas from the whole of the market.*Investment planning *Retirement planning *Family protection *Estate planning *Inheritance Tax (IHT) planning *Workplace pensions (auto-enrolment)*Business protection (keyman, relevant life, shareholder protection)*Employee benefits A free initial consultation is followed by advice tailored to meet individual circumstances. Blackfriars Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register. The FCA does not regulate Inheritance Tax or Estate Planning

SKILLS

Financial PlanningKey Man InsuranceIncome ProtectionKey Person InsuranceInheritance Tax PlanningMortgage LendingInvestmentsHigh Net Worth IndividualsProtectionCritical IllnessHollistic Financial PlanningPensionsWealthOpen Market OptionsPension DrawdownInvestment AdvisoryInvestment PlanningPortfolio ManagementEquity ReleaseAt Retirement PlanningEstate PlanningRetirement PlanningPension Planning for BusinessWealth ManagementFinancial PlannersStrategic Financial PlanningEnhanced AnnuitiesInvestment StrategiesRetirementFinancial Advisory

ABOUT MARK WILLIAMSON

Mark brings a wealth of experience in financial services, having started his career with…

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Mark Williamson — Director at Blackfriars Wealth Management Ltd in Gloucester, GB | Unifers