Topline | Mark Anderson

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Mark Anderson

Founder & Director at Broadoak Financial Planning Ltd

Intro Book

Experienced financial expert with a strong background in pensions, wealth management, and financial services.

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Location

Sale, England, United Kingdom, GB

Skills

Pensions
Inheritance Tax Planning
Wealth
Retirement
Financial Services
Small Business
Wealth Management
Customer Service
Fixed Annuities
Asset Allocation
Asset Managment
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Mark Anderson has 19 years of experience in financial services, which is a significant amount. He has worked in various roles, including founding his own company and being a Chartered Financial Planner. His education from the University of Central Lancashire and the University of St Andrews adds to his credibility. Skills like pensions, inheritance tax planning, and wealth management are in demand. Location is Sale, England, which is not a major financial hub. Considering his experience and education, I would estimate his hourly rate to be around $250, which is slightly lower than what top financial experts in major cities might charge. However, this is a reasonable estimate for someone with his background and skills in a smaller location.

Bio

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Topline AI

Mark Anderson is a seasoned financial expert with 19 years of experience in pensions, inheritance tax planning, wealth management, and financial services. He holds a Postgraduate Diploma in Management Studies and a Master of Arts in Mathematics and Philosophy from prestigious universities. Anderson has founded and directed his own financial planning company, Broadoak Financial Planning Ltd, and has worked as a Chartered Financial Planner for several prominent firms.

Experience

Broadoak Financial Planning Ltd
- Sale, England, United Kingdom
- Founder & Director
  - Feb 2021 - Present
  - Sale, England, United Kingdom
HOOD FINANCIAL PLANNING LIMITED
- Manchester, United Kingdom
- Chartered Financial Planner
  - Feb 2018 - Feb 2021
  - Manchester, United Kingdom
Vale Insurance Services Limited
- Chartered Financial Planner
  - Aug 2010 - Jan 2018
MWI
- .
  - 1900 - 1900

Education

2001 - 2003

University of Central Lancashire
Postgraduate Diploma, Management Studies

2001 - 2003
1994 - 1999

University of St Andrews
Master of Arts - MA, Mathematics and Philosophy

1994 - 1999
1992 - 1994

Winstanley College

1992 - 1994

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Mark Anderson

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate