Mark enjoys developing long-term relationships with his clients and providing them with a source of trusted advice as their financial needs evolve over the years.

As a Chartered Financial Planner, Mark has satisfied rigorous criteria relating to professional qualifications and ethical good Practice. It means that Mark’s clients, whether individual or corporate, can be confident that they are dealing with one of the UK’s leading advisers who is wholly committed to providing them with the best possible advice, service and support.

Mark believes that taking the time to get to know each of his clients, their unique circumstances, financial and life goals is the key to building a successful long-term relationship. He utilises his wide-ranging experience and interest in finance to formulate comprehensive wealth management solutions to meet clients’ individual needs.

Outside of work, Mark enjoys walking, cycling, skiing and scuba diving … when he’s able to. He’s PADI advanced open water qualified and has been fortunate enough to dive extensively around the world, in particular in Australia, Indonesia, Egypt and the Galápagos Islands. 

Mark has also undertaken many fundraising walks and bike rides, both in the UK and France, and supports environmental charities where he can. He is also a long-suffering supporter of Birmingham City Football Club …!