Mark has worked in financial services for over 10 years in a variety of roles and enjoys helping clients plan for their financial future. Mark is experienced in financial planning for a range of clients from those just starting out, to those towards the end of their working life through to estate planning. Mark enjoys helping people understand their current and future plans, and getting started on the road to financial security.
Mark enjoys arranging pensions and investments, as well as some of the quirkier enquiries that can come up when trying to make that next career change, or house move. He also consults with the mortgage team with their more complex cases.
Mark has a Level 4 Diploma in financial advice and a Law degree, and Legal Practice Certificate from the University of West England. Outside of work Mark enjoys playing cricket and golf, not necessarily very well. He also enjoys spending time with his wife, Jackie, having recently got married and bought their home together.
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