Mark Ormston MSc FPFS FCSI

Mark Ormston is an independent Chartered Financial Planner holding Fellowship status with both the Chartered Insurance Institute (CII) and Chartered Institute for Securities and Investment (CISI). In addition, he has a Masters Degree in Financial Planning and Business Management.

Mark has been advising high and ultra-high net worth individuals for over 20 years and is proficient in providing estate planning solutions, ensuring his clients wealth is preserved for themselves and their families whilst minimising any potential inheritance tax liability. His clients include lottery winners, business owners and legal professionals. He is passionate about financial planning, using cashflow analysis to help his clients understand what their wealth means to them in terms of its capability and limitations, allowing him to tailor his advice to specific client objectives.

Outside of work, Mark is the Secretary of his local athletics club, East Cheshire Harriers. He enjoys spending time supporting his children with their dancing and athletics activities, playing and watching football, along with walking his dog and socialising with friends and family.