Mark Wheatley

Independent Financial Adviser

Leicester
01455 619000
07510 254068

Mark has spent the last 30 years working as an investment and pension adviser for professional and private clients. He advises clients on planning for their retirement as well as managing their funds and their income needs once retired.

Mark also advises on tax planning for all individuals on investment portfolios for either growth or income, or a combination of both.

Specialisms

  • Investments
  • Pensions
  • Estate planning & Inheritance Tax
  • Life assurance
  • Wills
  • Trusts
  • Lasting Power of Attorney

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