Welcome to Mark Patterson Financial Planning

At Mark Patterson Financial Planning, our aim is to provide bespoke financial planning, to help put the foundations in place throughout the different stages of your life, whether they are for you, your family or your business. We specialise in Retirement Planning, Investment Planning, Later Life Planning and Inheritance Tax Planning advice.

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Testimonials

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Mark Patterson has always put our interests first, providing good and sound financial advice taking our personal status into account. Mark is extremely trustworthy and has taken care of our investments for several years. He always updates us on regular intervals adding his personal touch. We would h...
John Sewell & Joan Sewell MBE

SJP Approved 27/08/2025

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.

Mark Patterson Financial Planning Ltd is registered in England and Wales, Number 12341834. Registered Office: The Old Post Office, 63 Saville Street, North Shields, Tyne & Wear, NE30 1AY.