Mark Cardy Chartered Financial Planner Fpfs Imc

Chartered Financial Planner at Benchmark Financial Planning

Mark Cardy is a Chartered Financial Planner with extensive experience in financial services, currently serving as a Chartered Financial Planner at Benchmark Financial Planning since August 2018 and as Managing Director of Mark Cardy Consulting Ltd since June 2010. In addition to these roles, Mark has been a Director at The Retirement Hub since April 2010, focusing on assisting clients during their transition into retirement. Previous positions include Chartered Financial Planner at Skerritt Consultants Ltd and Associate Director at Phoros Client Services, where Mark specialized in tax planning and investments for investment bankers. Mark's career in sales includes significant roles at AEGON UK and Aegon Scottish Equitable, where development of pension and annuity propositions was a key responsibility. Mark's educational credentials include multiple degrees and certifications from recognized finance and insurance institutions, cementing a reputation as a knowledgeable leader in financial planning and consulting.

Location

Brighton, United Kingdom

Links

Previous companies


Org chart


Teams

This person is not in any teams


Offices


Benchmark Financial Planning

You work hard for your money - and it should work hard for you. That's where we come in. We are a Chartered financial planning firm with 30 years' experience helping families and small business owners achieve more than they ever thought possible.


Industries

Employees

51-200

Links