Meet The Team

Email Mark
Connect on LinkedIn

Mark Beresford Dip PFS

Mark has worked more than 28 years in Financial Services, in and around the Home Counties, in roles ranging from Mortgage Adviser to Director roles.  He is;

  • Experienced in core advice areas, as well as specialism in Wealth Planning
  • Achieved Personal Finance Society Diploma Level
  • Is a member of Personal Finance Society
  • Worked across all client areas and specialises with private clients and small businesses
  • Built a solid network of clients in Small & Medium Size enterprise businesses and National firms

Specific Skills:

  • Investment and pre-retirement planning
  • Near and post retirement planning
  • Inheritance taxation
  • Business Planning for Small Business
  • Financial Protection

“Mark has provided us with excellent financial advice for several years (with good results too!) He has everything you would want from a financial advisor – knowledge, integrity, professionalism and above all a strong desire to achieve the best outcomes for his clients. Mark is also a real pleasure to do business with, a true gentleman who makes the effort to be available when you need him. I would recommend him without reservation.” Neville Merritt – Head of Advanced University at Advanced Computer Software Group.

Email Andy
Connect on LinkedIn

Andy Wyer Dip PFS

Andy has worked for 24 years in Financial Services, in various roles ranging from Adviser to Senior Management and Director Roles.

His Specialities are;

  • Advising on both Private and Business Wealth Planning.
  • Inheritance tax planning.
  • Pre and post retirement strategy.
  • Working with private clients and small businesses
  • Corporate protection planning

Andy also;

  • Holds the Personal Finance Society Diploma
  • Is a Member of the Institute of Leadership and Management
  • Advises and acts for the Partners and some clients of several large Solicitor firms on the South Coast.

Andy spent 24 years in the Armed Forces prior to entering financial services.

“Andy has been my and my wife’s IFA for more than 8 years; this has been in both a personal and business capacity. He has constantly given us good financial advice, is reliable and does as he says. He adjusts and updates his advice to us as necessary to reflect changes in our circumstances as well as the external markets. He explains the complexities well, offering us relevant solutions.”  Richard Hawtin