Mark Roberts brings almost 30 years experience to the business.
Having spent 14 years with Barclays, and 7 years with St James’s Place Wealth Management, Finance North was born in 2008.
Since the death of Mark’s wife from cancer in 2010, his passion has been to help others. He set up Challenge Cancer UK in 2013 after a successful appeal to raise vital funds for the Christie Hospital in Manchester, raising £1.175m in just 2 years and 10 months. This resulted in Mark being awarded a British Empire Medal by Her Majesty The Queen in 2014 for services to cancer care. Overall fundraising efforts now stand at just over £2.6m.
Combined with his role as lead at the charity, Mark has turned Finance North into a business that makes a real difference to its clients. They add value wherever possible, and give back as much as they can. Here are just some examples;
- Mark has recently signed a partnership between Finance North and RedArc. An incredibly valuable service which provides Personal Nurse Advisors – highly experienced qualified nurses with a wide range of specialised and general medical knowledge, offering practical and emotional support.
- Acknowledging that a percentage of the company’s work is with families, Finance North support Sands, the stillbirth and neonatal deaths charity. As the father of a happy and healthy 4 year old boy, Mark recognises how lucky he is, and that others aren’t so lucky. As a result, Finance North donates £15 for every family protection policy the company writes. This is in recognition of the 15 children every day who die either before, during or shortly after birth.
- Having met so many clients who either hadn’t got round to making a Will, or couldn’t afford it, Mark decided this needed to be addressed – being such an important element of successful protection planning – and set up Finance North Estate Planning Services in early 2016. He wanted to make sure Wills, Trusts, and Estate Planning were not only considered, but arranged and executed in the right way. Finance North now offers a Will, or a review of an existing Will, at no charge to Individual Protection clients.
- Operating exclusively in the protection market, Finance North helps individuals and businesses insure themselves, and those most important to them, whether that be loved ones or employees. As important, is that Finance North now offer a claims service, and assistance to anyone who needs their help, whether a client or not. Mark says ‘Unfortunately, I’ve had first hand knowledge of the claims process, dealing with our own claims. That puts me in a strong position though when assisting others, in that I can empathise with their situation but have the knowledge and experience to guide them smoothly through that process, and at such a difficult time’.
With the support of Deb Bate (Compliance), Ian Hough (Consultant), Sharon Liptrott (Client Liaison), Clare Matthews (Trusts), and Jon O’Brien (Finance North Esate Planning Sevices), Mark knows he has a great team, equipped with all the skills, knowledge, and expertise to help every client, no matter what their situation.