MIT Fiscal is based in Dorset, we help deliver quality financial planning advice to both individuals and small businesses in the UK.
Whether you are a individual or business, we will listen to you and seek to help improve your financial situation both now and for the future.
We believe that being a Financial planner means being fair and honest with our clients, and offering good value for money. We don't use jargon, and we will make sure you understand our recommendations clearly. We look forward to speaking to you.
Mark Werner IMC FPFS, Director
Mark Is a Chartered Financial Planner, a Fellow of the Personal Finance Society and holds the Investment Management Certificate.
Mark started his Financial Advice career with Axa Equity & Law in 1996 providing advice to Personal and Business clients since then.
He holds Advanced CII qualifications in Investments, Pensions, Trusts and Occupational Pension Transfers.
He has a keen interest in supporting charitable causes both locally and nationally, and has been a Freemason for over 15years.
When he is not working he enjoys a game of golf..so you will often find him 'on a course'
James Martin BA DipPFS, Client Relationship Manager
James graduated in Business Studies with Finance from Bournemouth University before going onto work for FTSE100 companies across retail banking, commercial banking and financial services. James has been diploma qualified for since 2018.
James enjoys being by the sea either walking his dog or surfing, whatever the weather.
Jacqueline Werner, Operations Manager
Jacqueline, also known as Jackie, has worked within the financial industry for over 20 years with her husband, Mark Werner.
Jackie is the Operations & HR Manager of MIT Fiscal and supports Mark and the Team within the business.
In her spare time Jackie volunteers with the National Trust as a Room Guide.
Tina Grice, Senior Administrator
Tina has worked as a Financial Services Administrator for over 20 years.
Outside of the office she spends as much time as possible with her family and friends and if time allows enjoys baking and a good book.
Olivia Small, Administrator
Olivia has been working as a Financial Services Administrator for nearly 20 years.
In Olivia’s spare time she loves spending quality time with her daughter and family, having days out and holidays when they can.