
Chester Financial Associates was established in 2004 by Mark Bird.
Mark began his career in Financial Services in 1992. Following three years with Prudential, training and studying to become a financial adviser, he further developed his career by spending ten years as a specialist wealth adviser with Friends Provident. Mark has presented regular seminars to the general public on inheritance tax planning and, as an Independent Financial Adviser, specialises in the areas of investments, pensions and inheritance tax advice.
His qualifications include a BSc (Hons) Degree in Business and Languages, the Diploma in Financial Planning (formerly Advanced Financial Planning Certificate) and advanced Diploma in Taxation and Trusts. Mark is also a member of both the Personal Finance Society and the Institute of Financial Planning.
Chester Financial Associates is a trading style of Merchant House Financial Services Ltd, a large Independent Financial Adviser group with operations across the UK. Merchant House Financial Services is itself an Appointed Representative of TenetConnect Limited, which is authorised and regulated by the Financial Services Authority.