Mark Barclay
BSc (Hons) DipPFS Aff.SWW
Mark Barclay is a highly experienced Financial Adviser. He has been advising clients for over 20 years. He set up MBWM in January 2010 having been invited to join St. James's Place and has devoted helping others make the most of their money and realise their financial goals. The business has gone from strength to strength and especially so since opening a high street presence in Summertown Oxford in the summer of 2016, the practice now looks after over £100m in client funds. Mark enjoys building up the practice with an experienced and devoted team to look after his growing client base. In his spare time, he enjoys getting out on his bike, out on walks with his dog Benji and also regular open water swimming.
About
"I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming a Senior Partner Practice of St. James's Place as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer."
Mark’s experience is complemented professionally by having completed the Diploma in Financial Planning and he is a member of the Personal Finance Society and an Affiliated Member of The Society of Will Writers* and Estate Planning Practitioners.
*Through his affiliation to the Society of Will Writers. Wills are not regulated by the Financial Conduct Authority. These services are separate and distinct from those offered as a Representative of St. James's Place.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
