Mark Hill

My profile

“Helping clients reach an informed decision with clear and understandable language.”

With over 30 years of experience in financial services, my entire career has been dedicated to providing expert guidance and financial planning solutions.

I specialise in all areas of financial planning, with a particular focus on pensions, investments, and equity release. Whether you are in the accumulation or decumulation phase of your financial journey, I am here to support you and provide advice to meet your needs.

I cover the Midlands, specifically Derbyshire, Leicestershire and Staffordshire.

How I can help you

My commitment is to support you both now and in the long term, helping to make your financial goals remain achievable and adaptable, giving you the confidence to take control of your financial goals and decisions.

How I work

While I primarily operate from my office, I am happy to conduct home and workplace visits when required.

My process begins with a comprehensive fact-finding meeting, where I gather essential information about your financial situation, objectives, and requirements. Based on this, I conduct thorough research and provide a detailed advice report.

I then arrange a follow-up meeting to review and clarify my recommendations, helping to make sure you have a complete understanding of your financial plan and the reasoning behind it. My goal is to make complex financial matters simple and accessible, giving you the confidence to make informed decisions.

The value/benefit I add for you

I believe in treating you with the same care and respect that I would expect for myself. My friendly yet professional approach aims to provide you with peace of mind and confidence in your financial plans.

My team

I am supported by an exceptional team based at our Burton-on-Trent office. Each member brings a wealth of expertise and dedication to help make sure we deliver the highest standard of service. Together, we work collaboratively to provide you with comprehensive financial planning and support, helping to make sure your goals are met with precision and care.

Qualifications

Chartered Financial Planner APFS

About me

My main hobbies are spending time with family and following Everton and Burton Albion football clubs. When time permits, I also enjoy playing golf.

Testimonials

“I have known Mark in a professional and personal capacity for over ten years and over this time I have entrusted Mark with managing a number of my own personal finances including pensions and property investments. Mark works tirelessly to ensure that you receive only the very best financial advice and has a proven track record of achieving consistent outstanding returns on investments. The key to Mark’s ability is his personal friendly service and matching his client’s specific needs with the best financial product.”

Melanie Bridgen – Award Winning Family Law Solicitor. Legal 500 Hall of Fame. Chambers Tier 1. Derby District Law Society solicitor of the year 2023. Proven track record in complex family law cases.

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“Mark provides financial advice on anything from pensions and wealth management to equity release . His personable, friendly approach makes complex financial planning easy to understand and he importantly delivers his advice in plain English.

Mark is always thorough, reliable and entirely trustworthy. I have no hesitation in endorsing his professional services to anyone seeking honest, reliable financial advice.”

Tony MacNamara – Retired

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“Mark is a highly personable and very effective expert in the Financial Services sector. He is a very thorough, highly knowledgeable and well-informed professional, and I am very happy to recommend him.”

Kathryn Simpson – Solicitor specialising in residential conveyancing and equity release

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“Mark is an experienced adviser who demonstrates excellent knowledge. He is professional, has a very high level of integrity, and likes to go the ‘extra mile’ for his clients.”

Nigel Shepherd

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“Mark is very knowledgeable in his field and was able to offer a service tailored to my exact requirements. I will endeavour to use Mark in all my financial dealings in the future as I feel comfortable and confident in Mark’s work ethic; customer first, foremost and always…”

David Wagstaff – Managing Director

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.

The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.

When investing your capital is at risk. The value of your investment can go down as well as up and you may not get back the full amount invested.

Home reversion plans and lifetime mortgages are complex products. A lifetime mortgage is a loan secured against your home. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and may affect your entitlement to means tested benefits.

The Financial Conduct Authority does not regulate taxation and trust advice.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.

Mark Hill Partner