Advising clients since: 2008
Qualifications: BSc (Hons), DipPFS, currently studying towards becoming a Chartered Financial Planner
Areas of expertise: High level investment planning and portfolio strategy
Mark’s keen interest in the financial markets helps him manage a broader asset allocation within his clients’ portfolios, taking the view that this, coupled with a clear strategy for each individual client, creates a more successful outcome. Mark creates a simplified more effective portfolio by utilising tax reliefs and alternative strategies to achieve his clients’ objectives.
Having read Philosophy at University of London, Mark still maintains a keen interest and reads extensively around the subject drawing many parallels between his natural stoicism and his client work. Mark enjoys good food and wine, and likes to discover the Capitals newest restaurants. When time allows Mark also likes to indulge his recent interest in fencing.