mark-setter-wealth-management

Mark Setter

DipPFS

I have been working in the financial services industry for over 30 years and have the knowledge and experience that you need to be confident that you are in safe hands.

About

Based in Beddington I provide wealth management advice to clients throughout Croydon, Sutton, Banstead and the South East of England.

I enjoy helping my clients across a range of their financial planning needs including investments, pensions, protection and inheritance tax planning. Most of my clients are approaching retirement or already retired. I provide a bespoke financial planning service and work to establish what is important to my clients and their family.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

Outside of work, I am a keen football follower and this involves the occasional game with my partner’s ten year old son. I enjoy spending time with family and friends, most of which I have known since my school days.

I also like to travel and see different places as and when possible.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

Testimonials

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I met Mark through networking and was looking to make some small investments at the time. He has been really helpful in offering sound advice without any pressure to buy/invest in his products/services. Mark is knowledgeable about the financial markets and explains it in simple terms. I am confid...

Susannah Sheppard

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 01/11/2022

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.