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Mark has over twenty years’ industry experience, where he has gained a wealth of knowledge, providing a fully bespoke financial planning service to both private and corporate clients. Mark believes in placing his client firmly at the centre of process when developing strategies and financial plans, where he is able to assist fully, as their circumstances evolve over time.
His areas of expertise include tax efficient investment planning, complex pensions (including pensions and divorce) and retirement planning, family protection, including inheritance tax mitigation planning and business protection solutions.
Mark is one of a small number of advisers who is a member of The Personal Finance Society, holding the Advanced Financial Planning Certificate and Chartered Financial Planner designation, in addition to being a member of the Institute of Financial Planning, where he has CFPCM Practitionier status. Mark’s spare time is spent providing support and encouragement to his 3 children’s sporting aspirations on the football, hockey and cricket pitches, with the occasional snowboarding trip when time allows.
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