About
Wealth AnalystEngage and inform your clients by taking advantage of our professional support services.
Services
What We Do Best
TECHNICAL GUIDES
Subscribe to obtain regular technical guides for continued professional development.
PARAPLANNING
Personalised and professional report writing services for your specialist advice needs.
INDEPENDENT RESEARCH
Hire us to complete independent, in-depth and client focused market research.
PEOPLE
Who we are
Mark Underdown | DipPFS, IMC, CeMap
As a practising Independent Financial Adviser and freelance Paraplanner, I have a wide range of qualifications, experience and understanding of our profession. You can work with me to enhance your client reports and service.
Professional Qualifications
CISI Private Client Investment Advice & Management
CFAUK Investment Management Certificate
CII Diploma in Regulated Financial Planning
LIBF Certificate in Mortgage Advice & Practice
LIBF Certificate in Regulated General Insurance
Get In Touch
mark@wealthanalyst.co.uk
PHONE
+44 7901 578 462
SKYPE
mark.underdown