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Mark Bandurak

Financial Planner

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Qualifications FCA Register entry

Qualifications

  • DipPFS (Diploma in Financial Planning)

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • Cert CII (ER) (Certificate in Equity Release)

    The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

  • Cert CII (MP) (Certificate in Mortgage Advice)

    The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

  • CII Level 4 Diploma in Regulated Financial Planning

    This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • CII Level 4 Award in Pensions Update

    This single unit qualification develops and tests knowledge of pension reforms and how they impact at-retirement advice.

  • CII Level 4 Certificate in Pension Transfer Advice

    This level 4 Certificate develops the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government's pension reforms.

When Mark’s at work

Mark started with PIA in 2009 and now advises on all aspects of wealth management, including pensions, investments, tax planning, estate planning, trusts and protection.

In particular, Mark specialises in retirement planning and uses cashflow modelling to show clients how they can prepare for and navigate retirement tax-efficiently, using their plans and assets.

When Mark’s at home

Mark is married to Sian, and they have one young daughter, Frankie. Mark has always been a keen sportsman and previously captained Staffordshire County Football Association in his younger days, as well as playing a competitive standard of football locally.

Inevitably age, injuries and life commitments got in the way, and golf is now his main sport. When he’s not playing, he enjoys running on Cannock Chase and entering the odd organised event, having completed half and full marathons in the past.

We asked Mark

What’s the best piece of advice you’ve ever received?

Control the controllables; don’t worry about the rest.

What’s a talent or skill you possess that not many people know about?

I love to cook (and then eat). If I have a recipe, I am confident I can make anything. I’m also a master dishwasher loader.

Where is your favourite location in the world?

Woolacombe. We’ve been many times, and it provides instant relaxation; the phone signal isn’t great either, so it’s easy to switch off!

What’s your proudest moment as a financial planner?

Becoming qualified as a financial planner. Having started in the profession at the age of 18 and working through various roles, it was a great sense of achievement to pass the necessary exams.

Your story

A professional or company owner

Close to retiring

Enjoying retirement years

Passing on wealth

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PIA Wealth Management is a trading style of Professional Independent Advisers Limited is authorised and regulated by the Financial Conduct Authority. FCA Register No: 125921. Registered in England and Wales. Registration No: 2598631. Registered Office: Hayward Court, 2b Tettenhall Road, Wolverhampton, WV1 4SF.

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