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.
Brian Filburn DipPFS, Director
Brian has worked for FTSE 100 companies in the Financial Services sector for over 20 years and directly with Financial Advisers for the last 15. He has been qualified to give advice for nearly 10 years and is continuing to study to reach chartered financial planner status.
Brian is a keen golfer and, although he doesn't consider himself a cyclist, has recently cycled from Land's End to John O'Groats to help raise money for two charities supporting people who are dealing with cancer.
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.
Rachel Hendren, Operations Manager
Rachel has worked in the Financial Services sector for more than 30 years. She has worked for both FTSE 100 companies as well as small actuarial and financial advice Firms. During this time she has managed to raise 3 boys, the youngest of whom is at University in Glasgow.
Her passion is helping others achieve their goals and ambitions in life and she is looking for opportunities to volunteer some of her spare time for the benefit of others.
Rachel relocated to Dorset from Stirling in Scotland, almost 3 years ago and enjoys the tropical weather offered by the South Coast. She loves nothing better than walking her dog Max, along Sandbanks beach at the weekend.
Jacqueline Werner, Operations Manager
Jacqueline, also known as Jackie, has worked within the financial industry for over 16 years, in a business she shared with her husband, Mark Werner, until 2016.
Jackie and Rachel will be job sharing the Operations Manager Role of the business for their partners Mark and Brian.
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 and is a valuable member of the team.
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.