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Mark Penston Independent Financial Adviser profile image

Mark Penston Independent Financi...

Partner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Bluesky Chartered Financial Planners</span>
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Location
Greater Reading Area, GB
Languages
  • English Native or bilingual proficiency
Skills
  • Pensions
  • Investments
  • Income Protection
  • Inheritance Tax Planning
  • Financial Planning
  • Show all
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Bio

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Credentials

  • Accredited Member of Resolution
    Resolution - First for Family Law
  • Chartered Financial Planner
    Chartered Insurance Institute

Experience

  • Bluesky Chartered Financial Planners
    • Lower Earley, Reading, Berkshire
    • Partner
      • Jan 2000 - Present
      • Lower Earley, Reading, Berkshire

      Understanding personal objectives and goals is fundamental to our role as Chartered Financial Planners. We offer a full financial planning service for those clients seeking to develop a long term relationship with their adviser. This will start with the creation of a bespoke financial planning re...

  • Inter Alliance IFA
    • Reading, Berkshire
    • Independent Financial Adviser
      • Dec 1997 - Dec 2000
      • Reading, Berkshire

      Independent Financial Adviser

  • Allied Dunbar
    • Reading, United Kingdom
    • Branch Manager
      • Jan 1992 - Dec 1997
      • Reading, United Kingdom

      Branch Manager - Managing Reading Sales Team

  • General Portfolio
    • Reading, United Kingdom
    • Financial Adviser
      • Jan 1987 - Dec 1991
      • Reading, United Kingdom

      Direct Financial Sales

Education

  • 1982 - 1986
    University of Reading
  • 1975 - 1982
    Huish Grammar School, Taunton

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Industry Focus. “Financial Services”

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