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Mark Thewlis

Mark Thewlis

Pension Specialist

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Cheshire

About me

I am a Chartered Financial Planner, Certified Financial Planner, and a Chartered Wealth Manager. I am a part of the team at Simple Financial Advice. Having worked in financial services for over 30 years, I am one of only a handful of industry professionals to hold both Chartered Financial Planner and Certified Financial Planner status. As a result, I am highly qualified to help you plan for the retirement you want.

My details

I like helping people on:

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Pension transfers

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Pensions - I’m approaching retirement

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Pensions – I’m retired

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Inheritance planning

My qualifications:

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Chartered Financial Planner

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Diploma in Financial Planning

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Certified Financial Planner

My charging model:

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Fixed £ fee