Mark has worked as an independent financial adviser since 1989, having been based in Somerset since 1992. Mark enjoys working with clients from all walks of life; some may be running their own business, some working for an employer, others just starting a family. Mark specialises in the retirement planning and investment areas of advice, but does not neglect the “basics”, such as personal insurance policies. On occasion, a client will arrive in Mark’s office with a large bundle of paperwork and this will usually need thorough investigation. A qualified pension transfer specialist, Mark has regularly been a guest on BBC Radio 4’s “Money Box” programme and has been quoted in the national and regional press.
Jackie is in charge of the day-to-day administration at Meldon & Co and has experience of working in the Financial Services industry.