About us
Mark Galligan - Director and Chartered Financial Planner
Mark is the founder and director of MGT Financial Planning Ltd, he founded the business on the principles of integrity and this informs every decision we make within the business. Mark has nearly 20 years of experience in the financial services industry. He is one of only a select number of financial planners to achieve Chartered status. Mark is also a member of the Personal Finance Society. He has vast experience in helping both private individuals and small to medium sized business owners achieve their goals, growing and protecting their wealth and ensuring security for the future.
Mark is married with three children. He was born in Malawi in Africa and spent most of his childhood living abroad. He came to university in Manchester so he could be close to the hills and mountains – and never left! He has now lived in South Manchester for 30 years and it is very much his home.
Outside of work, Mark is a keen hill walker and enjoys spending time in the Peak District, North Wales and the Lake District.
Our mission statement
We believe that Treating Customers Fairly is about delivering a fair outcome to our customers whilst offering a first class business service. It is embedded in our culture, and our customers can be assured of this as:
- We are open about the way we carry out our business and how we are remunerated
- We welcome customer feedback on a regular basis
- We encourage all our staff to continue with their professional development
- Our business is about our customers, and we are always conscious of this.
We look at all areas of our business on a regular basis to ensure that:
- Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to our firm’s culture.
- We consider our customers when promoting new services and products and ensure that they are relevant to them.
- Our customers are provided with clear information and we keep them informed before, during, and after the point of sale.
- Where advice is provided, we take time to understand our customers’ situation and ensure that our advice is suitable and appropriate.
- We meet our customers’ expectations, providing them with a level of service and products that are of an acceptable standard.
- We will ensure that our customers can switch providers, change products, surrender policies and make any
Important information
Mark is authorised by the Financial Conduct Authority (FCA), registration number 953054. The FCA requires that all registered financial planners must hold an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD).
You can view Mark’s credentials by clicking on the buttons.
Mark in the spotlight
On an ideal weekend you can find me:
My favourite holiday destination is:
My favourite song to play in the car is:
The three small things that make my day better are:
My pet peeve is:
The types of people I enjoy working with most are:
When the dessert menu arrives, I’m looking for:
A network of support
FE Analytics
eValue
Voyant
IPipeline
Manchester IT
Intelliflo
Smart Search
Sense Network
Microsoft 365
Adobe DC Pro
How you benefit from our network
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You’ll have a dedicated team of professionals on hand to guide you through the process and provide exceptional service at every stage.
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With cashflow modelling at the centre of our service, together we can visualise your financial future and explore the impact of certain decisions.
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The latest technology means we keep our finger on the pulse of the financial market, so we can adapt your strategy in line with it.
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With a strong network to support us, we have more time to focus on the things that really matter – you and your family.
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