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Mark Patterson

Mortgage Expert

About the author​

Mark Patterson is a well-known expert and adviser in the Investments industry. Having worked in the sector for over 15 years, he specialises in investment opportunities for high-net-worth individuals.

He is best known for his research on how economic and geopolitical factors impact access to financial opportunities.

Education

Mark Patterson graduated from a leading UK Business School, where he went on to complete his Ph.D. During his time at business school, he specialised in mortgage and investment opportunities.

He also has an extensive background in Economics, with a strong focus on Finance and International Relations.

Experience

Upon graduating, Mark Patterson started working as an Investment Adviser.  He then had the idea to create an Independent Financial Advisors LLC (IFA) with 2 other partners, the sector where he remains today. 

Mark is passionate about helping high-value clients make the most out of their money. He hopes that his experience with high-rollers will inspire people from all economic backgrounds to make sound financial decisions. 

Expertise

Education

Certifications

Mark's Picks

Most Recent Articles

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Lifetime Mortgages & High Street Banks

Equity release is bigger than it’s ever been in the UK. What this has meant for the industry is that larger banks are cottoning on to the idea of allowing clients over the age of 55 to unlock the cash tied into their estates. Behold, the High street banks! One of the big guys who’ve

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What's Inheritance Tax

Understanding Equity Release and Inheritance Tax

Think about this for a moment: What happens if you die before you have paid off the loan? That’s where inheritance tax comes in. We’ll find out more about this, as well as some other viable options available to retirees. What Is Equity Release? An equity release is a financial arrangement that allows an individual

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What are the benefits of using a will writing service

Managing Your Home Insurance Policies

In case you’re wondering, Home Insurance Policy1 is a contract between the policyholder and an insurer. It’s a requirement for every homeowner and renter. To protect your property, it’s important to have the right coverage and know how to manage your policy. Changes You Need to Declare Everyone’s circumstances change over time, and with the

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What do will services involve

Leaving a Will for Your Family

Think about this for a moment: If you have children, a spouse, or other loved ones depending on you for financial support, make sure to make a will. A will ensure that your assets and money are distributed in the way you want them to be. It also protects your family from being burdened with

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Guidelines in Claiming Excess Insurance

How to Claim Your Health Insurance Without Breaking the Bank

What You Can Claim For? Private medical treatment such as dental surgery, psychiatric services, and pharmacy costs. You will not be able to claim these things if you go through the NHS or social care. Think about it: Private healthcare is much more expensive than public health insurance (NHS), but it does mean that some

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Written by
Taylor Holt
Estate Planning Expert

Taylor Is Our Resident Estate Planning Expert. He Knows That Everything Revolving Around Wills or Funeral Planning Can Be a Sensitive Subject That People Don’t Like to Discuss. But He Also Knows How Important It Is to Know All There Is to Know About It. Taylor Makes It His Mission to Spread Awareness About Estate Planning, and We Believe Everyinvestor Is the Best Platform to Do That.

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Written by
Monique Pittman
Pensions Expert

Monique Is Our Resident Pensions Expert. Many People Postpone Planning Out Their Pension, Thinking That Is Something They’ll Have to Worry Much Later in Life. Monique Knows How Important It Is to Start Planning Your Pension Early, and She Wants You to Know It Too!

Francis Hui

Written by
Lisa Schilling
Insurance Expert

Lisa Is Our Resident Insurance Expert. She Knows How Important It Is to Be Ready for Any Scenario, Especially When a Family Member Is Involved. Nobody Likes Being Found Unprepared in a Tough Situation! Lisa Can Find the Best Insurance to Cover Your Every Need, Present and Future.

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Written by
Doyle Edwards
Mortgages Expert

Doyle Is Our Resident Mortgages Expert. He Comes From a Long Line of Financial Gurus, and It Truly Shows. Despite His Young Age, There Is No Question He Cannot Answer When It Comes to Mortgages, and His Ability to See Outside of the Box to Find the Best Mortgage Deals Is Truly Impressive.

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Written by
Jason Stubbs
Equity Release Expert

Jason Stubbs Is a Specialist in the Equity Release Sector. He Enjoys Helping Older People Who Are Struggling Financially Get Out From Under Financial Pressure.

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Rachel Wait
Personal Finance Journalist

Rachel is an experienced finance journalist and editor with a particular interest in personal finance and consumer affairs. She has vast experience writing about money issues, property, insurance, and consumer affairs, and you’ll find her articles regularly featured in top media and newspaper publications.
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Reviewed by
Francis Hui
Senior Risk Manager

Having held various high-level roles across the industry, Francis is truly an expert in aiding UK citizens in their financial decisions and risk analysis. His unique insight and statistical knowledge make him the perfect person to help you take your financial future to the next level.
Mark Patterson

Written by
Mark Patterson
Mortgage Expert

Mark Patterson is a well-known expert in mortgages. He has been working as an expert for over 15 years, and he specializes in the UK mortgage market.
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Katherine Read
Consumer Affairs Writer

She writes on the topics of equity release, home reversion, and mortgages.

Nicola Date

Nicola Date
Writer & Journalist

Nicola is a financial writer for EveryInvestor and is passionate about the opportunities that equity release can open up for homeowners. Her extensive business experience and deep understanding of the industry means that she’s always up-to-date with the latest developments.