The purpose of ProtectYourWealth.co.uk is to show you how to plan for your insurance and protection needs by providing content that I hope you will find helpful, informative and educating.
It does not provide personal protection recommendations and is intended to help you gain awareness of this key part of financial planning.
You can find all the important legal information about my website here.
If you would like financial advice, then please see the information about this service below.
Read on to find out more about me and the work that I do.
ProtectYourWealth.co.uk focuses on entirely protection planning for individuals, families and businesses.
I’ve also created a few other websites which you may find useful for other areas of financial planning:
SmallAcornMoney.co.uk | Create Your Financial Plan. This website discusses a wide range of financial planning topics and outlines the importance of an overall financial planning for your life and your money, along with a service to help you create your own.
RetirementPlanningSchool.co.uk | Learn to manage your life and finances for retirement. This will be my first of what I hope will be many educational online courses and will focus on helping people plan for their retirement.
WealthBeyondBorders.com | Financial planning for Expat living. This website helps people plan their finances when moving overseas, whether to start a new life in places such as Canada, Australia and New Zealand, or to retire to places such as Spain and France.
WealthAnalyst.co.uk | Engage and inform your clients. This website is intended solely for fellow professionals and offers research services and material to help them provide high quality financial advice.
Mark Underdown | DipPFS CeMap IMC
Financial Planning Consultant
I am a practising independent financial adviser who works from an overarching financial planning perspective. I have over a decade experience working with numerous financial advice firms in the UK, Australia and New Zealand.
My breadth of experience provides me with a unique understanding of financial services and I hope this will be portrayed in the content that I provide and with the service I provide to my financial advice clients.
Call: 07901 578 462
I have studied for a variety of professional financial qualifications. It provides me with a broad understanding of the products, techniques and factors used in managing your personal finances and wealth.
A full list of these qualifications are as follows:
- CISI Private Client Investment Advice and Management (Distinction)
- CFA UK Investment Management Certificate
- CII J04 Pension Funding Options
- CII J05 Pension Income Options
- CII J0 Personal Taxation
- CII J06 Investment Principles, Markets and Environment (Merit)
- CII RO1 Financial Services, Regulations and Ethics
- IFS Certificate in Financial Advice
- IFS Certificate in Mortgage Advice and Practice
- IFS Certificate in Regulated General Insurance
Independent Financial Advice
If you require impartial and independent financial advice, including recommendations of financial products such as insurance and protection policies, then I can personally offer a professional and personal service. This will be provided by me, Mark Underdown, acting as a regulated Financial Planning Consultant with Paragon Independent Financial Advisers.
Paragon Independent Financial Advisers is a trading style of Paragon Independent Limited. Paragon Independent Limited is authorised and regulated by the Financial Conduct Authority (FCA) and entered on the FCA register under reference number 440589.
Get in touch with me today for a personal review.
Call: 07901 578 462