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Mark Mortimer

Mark Mortimer of Capital Planning Partners Ltd is based in Alton. Mark has up to 4 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF30 Customer
CPD4 - Personal recommendation on retail investments (not broker funds)

Previous Employment:
Openwork Limited11/11/2019 to 17/04/2021
Threshold Financial Services Limited11/11/2019 to 23/03/2021
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.