Financial Planner Mark Surgeon specialises in Retirement Planning.
Marks passion is helping his clients enjoy their retirement and live life to the full whilst protecting the assets and investments they have worked so hard for all their lives.
“helping clients design a structured plan which enables them to achieve their financial and life goals is a hugely rewarding experience”.
Mark is married and has a daughter and son. The family love to travel and explore new places. Mark encourages his clients to do the same in their later years and always has local knowledge to share with them and the AKFP team, whether this be where to go in Portugal for the best Portuguese pastries or what time of the year to visit the quaintest ski resort, Mark is the travel guru here.
Mark finds the family element of retirement planning one of the most rewarding aspects of his job. He understands the importance most clients place on ensuring that the younger generation are left in a financially stable situation. Finding the balance between enjoying life in retirement and protecting funds for family is a challenge that most retirees face. Mark uses retirement planning software to illustrate different scenarios to his clients based on their spending.
“Clients want to enjoy their retirement and have experiences that they had not time to participate in whilst they were working. They wish to protect the wealth they have built up both for themselves and potentially to pass on to their children. Showing clients how they can achieve this is the most enjoyable part of Financial Planning”.