Holly Mckay
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    • Home • Advice • Advisers
    Mark Brown

    Mark Brown

    Independent Financial Planner

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    Lancashire

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    About me

    As a Financial Planner, my goal is to help individuals and businesses make the most of their finances, putting a clear plan in place so clients can enjoy the things in life that really matter.

    My job is to offer peace of mind by reducing any financial worry and keeping those on track towards achieving their goals.

    I love meeting such a wide range of interesting people, whether it is retiree, a business owner or a charity, no day is the same and I love hearing people’s life stories. To then be part of their story helping them plan and take their next steps is such a great privilege.

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    My details

    I like helping people on:

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    Pension transfers

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    Advice to business owners

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    Pensions – Getting started

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    Pensions - Approaching retirement

    My qualifications:

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    Diploma in Financial Planning

    My charging model:

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    Ongoing % fee

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.