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    • Home • Advice • Advisers
    Mark Russel

    Mark Russel

    Chartered Independent Financial Planner

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    london

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    162

    About me

    I have 22 years’ experience as an Independent Financial Planner, with 8 working for the award-winning firm, True Bearing Chartered Financial Planners. I became a financial planner to help improve the lives of my clients and ensure that by working alongside them that they can achieve their goals and aspirations in life.

    My main focus is on retirement and investment planning and all this entails. A favourite saying is ‘Plans are nothing: Planning is Everything’; and I believe that a good financial plan is a road map that shows exactly how the choices we make today will affect our future.

    I help my clients put together all the pieces of their financial jigsaw in order to build a picture of where they are now.
    From there I help them navigate the best route to where they want to be. I look to improve my client’s financial wellbeing by making sense of what they have got, where they want to get to and how best they can achieve it.

    When I’m not working, I enjoy keeping fit, travel, reading, listening to podcasts and spending time with family and friends.

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    My details

    I like helping people on:

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    Pensions - Approaching retirement

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    Pensions – Getting started

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    Pensions – Retired

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    Saving for school fees

    My qualifications:

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    Chartered Financial Planner

    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.
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