Mark Stone

Areas of expertise

I have a wealth of experience in providing pre and post retirement planning, long term care planning and of advising high net worth clients.

Experience

Mark has been a financial planner for the last 20 years, and before joining the Tilney Cardiff team, he worked as Financial Planning Director and Pension Transfer specialist with another award winning Wealth Management Company.

Notable client work and achievements

I have advised company directors on how to exit their businesses

Professional qualifications and memberships

Chartered Financial Planner, Fellow of the Personal Finance Society