Mark Norris
Wealth Planner
Wealth Planning
- Bishop's Stortford
Biography
I am a Chartered Financial Planner with over 25 years of industry experience. I have held a variety of roles from advising retail and corporate clients to lending and compliance.
I enjoy helping clients with their wealth planning needs and I am happy to help clients in person whether it be in the comfort of their own home, at work or in one of our offices.
Delivering what you really need
I have assisted many of my existing clients with: –
- maximising and securing their retirement income
- investing their capital to achieve their financial goals
- protecting their wealth for their families
Expertise
Awards and accreditations
Further information
I have achieved Chartered Financial Planner Status.
I am married with two children. I enjoy spending time with family and supporting my children with their education and extra-curricular sports and activities.
Articles from Mark
Featured news and insights
When people think about financial planning, they often focus on pensions, investments, tax planning, or estate planning. While these are all important, they are...
Many people reach their 50s before they look closely at their retirement plans. By then they may have several pensions, a mix of savings...
For many women, retirement planning is about more than building a pension. It’s about maintaining independence, managing changing financial needs, and making informed decisions...
Retirement is a good time to review your finances, including any life assurance and critical illness cover you have. The right level of protection...
For many people approaching retirement, the realisation that their pension pot won’t stretch as far as they’d hoped comes later than it should. Additional...
For many of us, the summer months are a natural pause point. A chance to step back from the day-to-day and take stock of...
Making your money work harder: the foundations of effective wealth management As wealth management specialists, we’re often asked a version of the same question:...
Sometimes consolidating pensions before retirement can make sense, but it is not automatically the best option. It depends on the type of pensions, charges,...
As the year gathers momentum, there is a growing sense at Henry Dannell Private Clients Limited that the mortgage market has entered a more...
Land-owning and farming families often face unique financial and estate planning challenges. Significant wealth may be tied up in land, property and business assets,...
If you want to diversify your investments and improve tax efficiency, you may wish to consider Enterprise Investment Schemes (EIS) or Venture Capital Trusts...
With significant changes to inheritance tax on the horizon, anyone with commercial property invested in SSASs (Small Self-Administered Schemes) or SIPPs (Self-Invested Pension Plans)...
