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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.


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.


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. 




Mark's Picks

Most Recent Articles

What Happens to Your Pension When You Die

What Happens to Your Pension When You Die?

What Happens To Your Pension When You Die? Think about this for a moment: When someone dies without any plans made for their pension, then there will be two types of distribution: one for the spouse and one for anyone else who may be entitled. These distributions depend on what kind of plan the deceased

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Why Does Transferring Pensions Take Too Long

Why Does Transferring Pensions Take Too Long?

Why Is My Transfer Taking So Long? There are many reasons why the transfer process may take longer than you would expect. Well, let me explain: For example, some pension fund were never received by the new employer and others might have been sent to an incorrect address or just lost in the mail- it’s

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Should You Transfer Your Pension

Should You Transfer Your Pension?

Should I Transfer My Pension? There are a few things to consider before you make the decision. Think about it: The first is whether or not the employer company has discontinued your pension plan and if there may be any other options available to you, such as staying with that same company’s 401k program. If

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Tracing Pension Numbers

Tracing Pension Numbers

How To Find A Pension Number A pension number is simply a unique identifier for people who receive pensions from their pension provider (e.g. employers or government). Every employee is given a pension number. This type of number serves as the identification to your account and provides security for you regarding who has access to

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How Much Tax Do You Pay Inside IR35 on Pension Contributions

How Much Tax Do You Pay Inside IR35 on Pension Contributions?

What’s IR35? IR35¹ is legislation that defines when an individual is within or outside their employer’s control for income tax purposes. This regulation has been designed to stop freelancers and contractors who are in a position of working with one client while being employed by another business from enjoying the benefits of both situations and

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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!

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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.

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.