Oak Wealth Planning, Independent Financial Planning

Mark Smallwood

Mark
Position - Mortgage and Protection Adviser

Mark graduated from the University of Sheffield in 2000 with an LLB in Law. After a period of travelling and working around the world, Mark enjoyed a very successful and varied career of over 14 years in the public sector in roles that demanded he adhered to the highest degree of ethics, honesty and integrity. These are qualities that are essential to have in the modern Financial Services Industry and here at Oak we recognised that Mark would be a great asset to the team, as he already carried our core and principle values.

Mark has always held an interest in the Financial Services arena and so began studying in 2015 in his spare time to gain his relevant qualifications towards becoming an Independent Financial Planner and Mortgage Adviser. Having qualified to provide whole of market mortgage advice in January 2017, Mark decided the time was right to make the bold step into Financial Services by joining Oak Wealth Planning in April 2017.

He is fully authorised to offer advice on Whole of Market Mortgage and Protection solutions, and having already passed a number of Chartered Insurance Institute Diploma exams in Regulated Financial Planning he hopes to qualify as an Independent Financial Planner later this year.

Mark is engaged to his fiancé Louise and they are expecting their first child in August 2017. Outside of work Mark enjoys keeping fit and fishing for Carp in the stunning countryside of Northamptonshire, where he lives.

Contact information

Mobile - 07736 947857


Services

Oak Wealth Planning offer a range of financial services for different types of clients. We ensure that the advice we offer for people in different circumstances is sound, accurate, and educated.

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