Get to know Mark
I became a financial adviser in 2004, initially for a major high street bank. I enjoyed 11 years in this role before branching out to become an independent adviser.
I believe in providing holistic financial planning covering investments, retirement planning, personal and business protection, and general financial education.
I enjoy advising clients who are engaged in their financial future, who ask questions and challenge any advice given. This is the foundation for a healthy, client adviser relationship over the long-term.
To be able to help people realise their personal financial goals throughout different stages of their life is truly something special. After being in the industry for over 20 years, I’ve worked with some clients through some significant parts of their lives, and to see them enjoying the benefits of making a plan and seeing it through is truly rewarding.
Outside of work
With two young children, my personal hobbies have certainly taken a back seat! If it’s not football training, ballroom dancing, gymnastics, tennis, or rugby with the kids, I might just squeeze in a few gym sessions and possibly the odd veterans’ football match!