Financial Adviser In Accrington

Mark Phillips is a Financial Adviser, from Schofield & Associates Financial Planning Ltd.

About Market Phillips

Notably, Mark Phillips, fondly known as “Captain” Mark Phillips among his peers, is a highly respected financial adviser based in Burnley. With a deep commitment to integrity, professionalism, and client care, Mark works under Schofield & Associates Financial Planning Ltd. In brief, Mark provides tailored financial advice to help individuals and businesses achieve their financial goals. Overall, Mark’s approach is rooted in understanding each client’s unique situation, ensuring that every recommendation is both appropriate and in the client’s best interest.

Mark Phillips’s Commitment to Quality and Integrity

In fact, Schofield & Associates Financial Planning Ltd is known for its dedication to offering high-quality financial advice. Undoubtedly, the firm operates under strict regulatory standards, ensuring that all advice is clear, fair, and not misleading. Furthermore, as a self-employed adviser with the firm, Mark upholds these principles, delivering advice that is transparent and in line with both FCA regulations and SJP compliance rules. Therefore, whether it’s retirement planning, investment advice, or protection strategies, Mark’s guidance is always tailored to meet the individual needs of his clients.

Mark Phillips Client-Centred Financial Planning

Accordingly, Mark’s client-centred approach is at the core of his practice. In particular, he likes to take the time to understand each client’s financial situation, objectives, and risk tolerance. This means he get to know his clients before making any recommendations. Plus, his advice is always given with the long-term financial wellbeing of the client in mind. Overall, the focus is that they are well-informed and confident in the decisions they make. Mark’s reputation for reliability and professionalism has earned him the trust of networking peers, who appreciate his straightforward and honest communication style.

A Joy to Network With

In addition to being highly respected for his expertise, Mark is known for his zest for life, bubbly nature, and quick wit, which make him a pleasure to network with. His vibrant personality shines through in every interaction, making him a valued member of our Accrington networking community.

Connect with Mark Philips

Of course, you can connect with Mark Phillips from Schofield & Associates Financial Planning Ltd, through LinkedIn  or visit the Schofield & Associates website.