Mark has been working as a Financial Planner since 2019 after graduating from the St. James's Place Financial Adviser Academy in Solihull. Mark prides himself on building long lasting relationships with his clients and their families, and to be able to provide bespoke financial advice to all generations from those just starting out in the investment planning world to those looking to start a long and happy retirement.
Outside of work, Mark enjoys family holidays with his wife and 2 daughters as well as actively taking part in their education by volunteering as a Parent Governor at their local primary school.
Qualifications:
- Award in Long Term Care Insurance, CF8
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.