Meet Mark

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Mark O'Keefe CCIBS, DipIP PFA, CeMAP

Financial Planning Consultant

Mark is a diploma qualified financial professional, a member of the Chartered Institute of Bankers and also has past experience in financial services as a Financial Adviser with Barclays Bank Plc. Previous to his career in financial services he managed teams in both the manufacturing and services industries. Mark offers extensive experience as a financial adviser and his clients appreciate the straight forward, easy to understand financial advice and aims to offer uncomplicated solutions to their financial planning requirements.


A family man with two children, who has recently retired from playing rugby union but still follows most sports.


The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

  Trusts are not regulated by the FCA.


Contact Mark today!

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection