Mark is a Consultant and head of our London office’s Wealth Management team.
Mark has more than 37 years’ experience working in the banking, financial services and wealth management arenas. There are a mix of clients – business owners, medical practitioners, professional partners, executives and sportsmen.
The client range extends from the small to large, with individuals with net worth and companies who require corporate employee benefits alongside financial education and wellbeing for their staff, as well as advice and financial planning for UK and non-UK domiciles and trusts.
Key areas of work involve investment management, estate planning and pension analysis of occupational and personal arrangements, along with the thoughtful interaction of this planning with other tax strategies. Mark is a member of the Chartered Insurance Institute.