Mark Lofting
Financial planning
Areas of expertise
Mark specialises in generational wealth planning helping families move wealth through the family whilst ensuring each generation is financially secure in their own right. This often involves working as part of a wider team including accountants and solicitors to create trusts, family investment companies or restructuring family partnerships. He also advises clients on more complex pension arrangements including defined benefit pensions, SSAS and SIPP.
Experience
Mark has been advising clients since 1992 and has been working in his current role since 2001 advising families across the whole of East Anglia.
This means he is now often helping three generations of the same family having initially started out helping the eldest of these family members.
Notable client work and achievements
Mark has helped many individuals start their journey into retirement with the use of cash flow modelling to enable them to have the piece of mind that their accumulated wealth will enable them to retire immediately and achieve all of their financial objectives often including passing wealth on to the next generation.
Professional qualifications/memberships
Mark is a Chartered Financial Planner and a Fellow of the PFS. He also holds additional qualifications enabling him to advise on Defined Benefit pensions and holds the Certificate in Financial Services from the Society of Trust and Estate Practitioners.