Mark Bowen, Independent Financial Adviser (IFA)

Mark was appointed as a Financial Adviser by Lonsdale Services Limited, to oversee a division of their customer bank in 2008. He is involved in acquisitions of like-minded companies. He is a member of the Personal Financial Society where he has achieved industry qualifications to Diploma level, so is qualified to offer financial advice.

Mark has an extensive background in personal finance. For over twenty five years, he has managed investments and personal finances for individuals, small businesses, and organisations. In 2001 Mark joined Standard Life where he worked for seven years as a senior account manager. He also held an advisory role with Lloyds TSB as a business banking manager.

Mark provides bespoke financial planning advice for retail and corporate customers. He offers pension planning and retirement advice solutions. He specialises in helping customers meet their pre-retirement investment needs. As they approach retirement, he reviews their income requirements advising on income drawdown options, including annuities and flexi-access drawdown.