Mark Thewlis
Pension Specialist
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:
Pension transfers
Pensions - I’m approaching retirement
Pensions – I’m retired
Inheritance planning
My qualifications:
Chartered Financial Planner
Diploma in Financial Planning
Certified Financial Planner
My charging model:
Fixed £ fee