Head of Employee Benefits and Financial Planner
+44 (0) 7710 665597
+44 (0) 7710 665597
+44 (0)7808 868 872
+44(0)7701 286 996
With over 28 years’ experience in the financial services sector and having obtained a diploma in Financial Planning, Mark has spent the last 17 years specialising in the corporate Financial Planning arena, implementing and servicing corporate Employee Benefit arrangements. Providing a first class service to his clients, has enabled Mark to build long standing relationships with the companies he deals with.×
Ian is an Employee Benefits Consultant combining over 20 years of experience. The majority of his time has been spent working in some of the industry’s largest employee benefits consultancy firms. Ian possesses a high level of technical expertise in providing Employee Benefits solutions to small family and large multinational businesses, based throughout the UK. He specialises in Group Pensions, and Ian prides himself on his Holistic approach to employee benefit solutions.
Ian is based in Chipping Sodbury, where he lives with his wife Katherine. In his spare time Ian enjoys running, cycling, triathlon, and generally being outside. When he gets the chance, Ian also enjoys travelling and reading.×
Lee has over 20 years’ experience in Financial Services, working for large insurance companies and banks during his career before moving into Employee Benefits with Fidelius. Lee provides guidance, advice and presentations on a variety of subjects from financial education to pensions freedom for employee’s of large national companies to smaller family run firms. Lee enjoys helping people with pension education and understanding what their retirement could look like with the right planning and guidance.
Lee is married with two children and lives in Clutton outside Bath. He enjoys coaching youth football in his spare time, and also enjoys going to the gym and watching live football with his son.×
Colin started his Financial Services career 20 years ago within the wealth management arm of a Global Bank where he gained invaluable experience working with both retail and commercial clients. Colin has provided advice and consultancy services across a broad range of employee benefits during his career to date and therefore brings a wealth of experience to the team.
Colin enjoys keeping active and spending time with his family, and currently lives in Essex with his wife Joanna and their three children Alfie, Charlie and Harrison.×
Mike is an Employee Benefits Consultant with 25 years’ experience in providing tailored and holistic Employee Benefits advice to companies throughout the UK. Mike has worked for many of the leading industry providers including JLT, Aon and Mercer and joined WKFP in 2018.
Although he specialises in providing advice around company pension schemes, he also has experience of providing advice around other employee benefits such Death in Service, Group Income Protection and Private Medical Insurance schemes. Mike prides himself on getting to know each client’s individual circumstances in order to deliver a bespoke, dedicated and high quality service.
Mike is based in South Wales, where he lives with his wife and two children. In his spare time Mike likes to play football, cycle and play golf. He also works with a number of charities in order to promote organ donation, having recently donated a kidney to one of his sons.×
WK Financial Planning Limited is an Appointed Representative of Fidelius Ltd. Fidelius Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA reference number is 526955.
WK Financial Planning Limited registered office is: Churchill House, 59 Lichfield Street, Walsall, England, WS4 2BX. Company registration number is 07146887 ENGLAND.
The FCA does not regulate tax advice.
The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK