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Mark Daunter

Director and Chartered Financial Planner

01483 330037
mark.daunter@oculuswealth.co.uk

FPFS Fellow of the Personal Finance Society

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Certified Financial Planner

The CFP certification is recognised globally as the gold standard for financial planning professionals.
VouchedFor Top rated

VouchedFor Top Rated Advice Firm

To qualify as VouchedFor Top Rated, firms must:

  • Demonstrate their commitment to great client outcomes by inviting 100% of clients to leave feedback
  • Achieve an average firm rating of 4.7 and surpass the industry average benchmark for passionate advocacy.
  • Show clients are engaged by achieving a 20% or higher response rate from all feedback invites
  • Surpass the industry average benchmark for the proportion of clients showing no markers of risk.
  • Receive feedback from at least 20 clients

About Mark

Mark’s career in financial services spans more than 25 years.

Today, he advises private clients, senior executives, and professional partners.

Mark’s particular areas of expertise include investment management, investment (manager) selection, and pensions.

Mark also specialises in tax management, Inheritance Tax planning, and retirement planning, and is highly experienced in cashflow modelling and advising on Venture Capital Trusts and Business Relief.

Mark considers himself very lucky to be able to do something he loves for a living, and enjoys a good work-life balance as a result.

Mark's

Qualifications

Qualifications

  • Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, covers topics such as: personal tax and trust, business financial, pension and investment planning.

  • 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.

  • Award in Financial Administration (Pensions)

    This RQF Level 3 award provides the essential knowledge and skills needed by those working in administrative and operational life or pensions roles. The Award offers the choice between life or pensions administration, each satisfying the FCA qualification requirements for overseers of certain administrative life and pensions functions.

  • Certificate in Financial Planning (Life and Pensions)

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • Award in Long-Term Care Insurance

    This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

  • AF5 Financial Planning Process

    This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

  • CF1 UK Financial Services, Regulation, and Ethics

    This qualification develops an understanding of the financial services industry, including regulation and legislation.

  • CF2 Investment and Risk

    This examination assesses a knowledge and understanding of investment products and the risks involved.

  • CF3 Financial Protection

    This examination assesses a knowledge and understanding of financial protection plans.

  • CF4 Retirement Planning

    This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

  • CF5 Integrated Financial Planning

    This examination demonstrates a solid grounding in the financial services industry and its regulation.

  • CF8 Certificate in Financial Planning and Long-Term Care Insurance

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

  • FA2 Pensions Administration

    This unit provides the essential knowledge and skills needed by those working in, or starting a career in, administrative and pensions roles or staff working in the life and pensions sector.

  • FP1 Financial Services and their Regulation

    Assesses an understanding of the financial services industry, including regulation and legislation.

  • FP2 Protection, Savings, and Investment

    Assesses an understanding of protection, savings and investment products.

  • FP3 Identifying and Satisfying Client Needs

    Assesses an understanding of conducting a fact-find, assessing the client’s needs, and recommending specific (appropriate) financial products to meet those needs.

  • G10 Taxation and Trusts

    This examination assesses a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

  • G20 Personal Investment Planning

    This examination assesses a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

  • J04 Pension Funding Options

    At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

  • J06 Investment Principles, Markets, and Environment

    At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision-making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

  • J10 Discretionary Investment Management

    At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills

  • K10 Retirement Options

    This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

  • K20 Pension Investment Options

    This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

  • R06 Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.
FCA register entry
Statement of Professional Standing

In his spare time...

Mark is married to Kerrie, the headmistress of a local prep school. The couple have two adult children, both at university, and a Cocker Spaniel named Albie (their third child!).

Outside of work, Mark enjoys keeping fit and running (slowly). In 2024, Mark completed his first ultra-marathon, and ran the Paris Marathon with his daughter.

At weekends, you’ll find Mark walking the dog, at the gym, or digging holes in the countryside!

Mark in the spotlight

The proudest moment of my career was…

Starting my own business and making it a success. Each day I walk into the office is a proud day, as I get to do what I’m passionate about and share the knowledge I’ve accumulated over the years with clients and colleagues. I’m free to guide people in the way I believe is best, and help them achieve better results, without being constrained by the conflicting requirements of a large corporate firm.

The three things I love the most about my job are…

Sharing my knowledge, working alongside great people, and helping my clients achieve better outcomes.

The types of people I most enjoy working with are…

Busy people who are themselves successful but require a trusted guide or mentor. Some clients refer to me as their personal CFO.

Resources

Becoming more financially comfortable starts with being better informed. You’ll find a wealth of useful information in our dedicated resource centre.

View all resources
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    Oculus Wealth Management is a trading style of Oculus Wealth Management (Hampshire) Ltd, which is an appointed representative of Oculus Wealth Management Ltd, 2 Grove Park Court, Harrogate, HG1 4DP, a company authorised and regulated by the Financial Conduct Authority.

    Registered in England – Company Number 13520132.. Registered address: 2 Grove Park Court, Harrogate, HG1 4DP.

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