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WEALTH PLANNING

More Wealth Planning was established in 2016 by Mark Blackmore.

Mark has been providing financial advice to clients since 1995, focusing on working alongside accountancy firms and their clients.

Mark's specialisms are investment and retirement planning - two important areas that form a natural dovetail with the accountancy and tax advice already being provided.

The firm's Practice Manager is Rachel Sandler.

Rachel has been working in financial services since 2004, working with us since the firm's inception.

Rachel is responsible for technical report writing, practice oversight and probably most importantly, client liaison. Rachel therefore often attends client meetings and ensures she gets to know all clients in person, making her the principal point of contact for all ongoing client needs.    

Suzanne Dyble joined the company in 2018, having worked in financial services since 1998.

As well as advising on all aspects of investment and retirement planning, Suzanne provides advice on funding long term care and regularly works alongside solicitors advising clients on pensions in divorce.

Many of Suzanne's client relationships span the generations, managing the financial affairs of great grandparents through to new family additions. 

'The most important thing is to define your goals'

"Retiring comfortably to me includes the ability to travel a lot..."

"I'm dedicated to being happy in my retirement..."

​"I would like a worry free future..."

With sensible planning, you can have the future you want without the worry of what tomorrow is going to hold for you financially. We work to help you achieve all of your future hopes and dreams with ease and comfort.

Experience

More Wealth Planning has over 60 years of financial planning experience.

We continually strive to be at the forefront of this quickly changing economy and work closely with our clients and their existing advisers to ensure we are always exceeding expectations.

Our core belief is to keep our services affordable to all clients and therefore we are always very happy to work with varying budgets.

Most importantly, we are extremely proud that our clients repeatedly turn to us for guidance and assistance with their financial affairs - so, every day we work dilligently to earn and maintain their loyalty.

What Really Matters

About Us