Mark Newman

Areas of expertise

Private Clients; SMEs & Family Businesses, Corporate Protection, Pension Planning and Succession Strategies.

Experience

Mark has provided holistic financial planning to individuals, families and entrepreneurs, throughout Cornwall and the South-West since 2016. His vast network of professional contacts allows him to quickly help clients identify and resolve issues. He enjoys long lasting relationships with a focused group of clients and advisers throughout the UK.

Mark provides financial planning across a wide range of corporate tax wrappers and protection products, including Corporate Pension Funds, SIPPs, SSASs, Shareholder Protection, Key Person Cover, Relevant Life Assurance & Business Loan Cover. He also has a good understanding of individual needs including Income Protection, Life Assurance, Educational Investing for Private Schooling and University Fees, Retirement Funding and Estate Planning. He is also experienced in working with more complex family structures and issues around inheritance and succession planning.

Mark is an active member of the Financial Planning Team in Exeter, responsible for building professional and business relationships and looking after our individual and corporate clients in Cornwall and the South-West.
He is also a Chartered Member of the Chartered Institute for Securities and Investment (CISI) and has worked in the financial services industry since 2003.

Notable client work and achievements

Providing Group Pension Planning and Individual Retirement Advice for several independent businesses in Cornwall.
Exit Strategy and Succession Planning for a multi-generational family owned construction company.
Inheritance Tax Mitigation and Estate Planning for private clients and family trusts.

Professional qualifications and memberships

Chartered Member of the C.I.S.I.
Diploma in Investment Advice.

I am now a Chartered Fellow FCSI having passed the CISI Level 6 Advanced Financial Planning Exam.