MIT Fiscal
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'
E: mark.werner@mitfiscal.co.uk
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 since 2018.
James enjoys being by the sea either walking his dog or paddleboarding, whatever the weather.
E: james.martin@mitfiscal.co.uk
Jacqueline Werner, Operations and HR Manager
Jackie has worked within the financial industry for over 20 years with her husband, Mark Werner. They have both created an enjoyable environment for staff to work within and a business where clients and their families feel assured that their finances and wellbeing are being looked after.
Jackie has previously worked with Marks and Spencer’s for 15 years and running the families Lettings Agency in Christchurch. In her spare time Jackie volunteers with the National Trust as a Room Guide.
E: jacqueline.werner@mitfiscal.co.uk
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.