Meet the Team
Overcombe Financial is run by a husband and wife team whose professional backgrounds lie firmly within the private sector. Daniel’s experience in the independent education sector and Samantha’s career as a private dentist provide strong insight into the financial needs of professionals, high-net-worth clients and those with more complex circumstances. Outside of their work, they enjoy spending time on the Dorset coast with their daughter and their two Dachshund dogs.

Mr Daniel Marks
CeMAP, BMus, LTCL, PGCE
Daniel is a Mortgage and Protection Advisor with over a decade of experience in the independent education sector. He is a fully qualified CeMAP professional with a genuine interest in financial services and takes pride in supporting clients through important financial decisions with care, understanding and a thoughtful approach.

Dr Samantha Marks
BChD/MChD, BSc, BSc
Samantha plays a central role in shaping the vision for Overcombe Financial. As Business Development Manager, she oversees communication, branding, marketing and social media, ensuring every interaction with our partners reflect the firm’s high standards, utilising her experience and skills from the private dentistry sector.
