About MD Paraplanning Ltd
MD Paraplanning Ltd was founded by Mark Davidson following a long period of working as an in-house Paraplanner.
Mark is a Fellow of the Personal Finance Society and a Chartered Financial Planner.
Qualifications
Mark has completed the following professional qualifications:
- AF1 - Personal Tax & Trust Planning
- AF2 - Business Financial Planning
- AF3 - Pension Planning
- AF5 - Financial Planning Process
- AF7 - Pension Transfers
- R01, R04, R05 and R08
- J01, J02, and J05
- CF6, CF8 and ER1
In doing so has achieved the following:
- Fellowship
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Financial Planning Certificate
- Certificate in Equity Release
- Award in Pensions Update
- Certificate in Mortgage Advice
- Certificate in Life & Pensions
- Award in Long Term Care Insurance
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