Mark Lightfoot - Financial Adviser
I’m proud to be a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies.
Covering Yorkshire, North Derbyshire and Lincolnshire, I provide personal, face-to-face financial advice focussing specialising in the areas of retirement planning, pensions and investments, as well as protection for business and personal clients.
Pension Freedoms legislation has opened up new options and flexibility for many clients considering their retirement or clients already in retirement.
I can assist you to plan your retirement and navigate the best way forward including Flexi-access drawdown, annuity purchases, reviewing final salary pensions and consolidation of legacy pension plans.
Having over 21 years’ experience, I enjoy helping individuals, families, businesses and trustees achieve financial goals and meet their hopes, dreams and ambitions.
I believe financial planning is more than just looking at numbers; it’s the people and dreams behind the numbers that matter the most. Recognising that everyone’s personal situations are unique, I will take time to get to know you and understand what’s important.
Using True Potential’s award-winning technology, I provide straightforward, face-to-face, jargon free and transparent advice in a simple and convenient way.
As a client, you can view your portfolio and access a range of tools anytime through a personal, secure client website. As a result, you will be better informed, confident and empowered to reach your financial goals.
After achieving a degree in Business and Finance, my career spans personal and commercial financial advice and 3 years in Guernsey advising offshore and expat clients.
I qualified with CEFA 1,2,3 and achieved Diploma status in 2010. I am studying towards becoming chartered and achieved AF4 recently.
Please feel free to contact me for a no-obligation conversation or to arrange a meeting.
Alternatively, visit my website to discover more about my ‘Beyond Wealth Management’ service.
- North England