Mark joined Bank House in September 2012 following 5 years working for a national IFA firm. He started his career in financial services 10 years ago working for NatWest Bank.
Mark holds the level 4 Diploma in Financial Planning which is the new benchmark qualification for the industry. He plans to continue studying towards achieving Chartered status.
“I have advised many private clients and small businesses throughout my career. I specialise in investment planning, pensions and inheritance tax planning.
I believe that the key to successful financial planning is a long relationship between client and adviser. Regular meetings and monitoring of investments and policies are vital in order to maintain and achieve your financial goals”.