Mark has over 15 years’ experience in wealth management and specialises in financial planning for private clients, including retirement planning, investments and protection. Prior to joining the company, Mark spent 10 years at Brooks Macdonald International, where he played a key role in developing their financial planning business. Prior to that, he was responsible for intermediary relationships at Aviva, one of Europe’s largest insurance companies. He is a member of the Personal Finance Society and holds the Chartered Insurance Institute Diploma in Financial Planning.
