Mark Eastlake
BSc (Hons) DipPFS
Eastlake Wealth Management offers friendly specialist retirement advice and financial planning that prepares and focuses clients for their life journeys with the aim to achieve financial freedom and peace of mind and bearing in mind the Sustainable and responsible approach to investment planning.
Having worked in Financial services for over 15 years I have helped hundreds of clients achieve their own specific goals. As a member of my own community I give my time to charities and litter picking and I'm proud to have been presented with an outstanding adult community award by Whitehill Town council for the community work I have done.
About
Eastlake Wealth Management was set up in 2021 and works with clients from various backgrounds and of all ages. Having previously worked in the Pharmaceutical field I am also uniquely placed to help clients from that industry to help them understand their pension plans and the life styling strategies their funds will be invested in.
Eastlake Wealth Management also specialise in Inheritance tax planning and looking at ways of passing on wealth to the next generation in the most tax efficient ways. Feel free to contact me directly for an informal introduction.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
