Mark is a Chartered Financial Planner and Fellow of the Chartered Insurance Institiute with more than 15 years experience in financial planning and consultancy. 

He provides whole of market advice on investment planning, retirement planning and wealth management. He has specialist knowledge of the complex NHS pension schemes.  He ensures clients have appropriate protection in place to look after their family, assets and financial legacy. Mark also has extensive experience in Inheritance Tax mitigation, estate planning and trust planning.

As well as being a Chartered Financial Planner, he has qualifications from the Chartered Insurance Institute in financial planning, equity release, mortgage advice and lifetime mortgage activities.

Mark is a keen runner having completed numerous marathons in the UK and the USA.  He likes spending time with his family and his dog.