Mark joined the financial services industry in 2019, straight after graduating with a degree in Economics. While his interest in finance initially drew him to the profession, he quickly realised that what he enjoys most is helping people. What began as a fascination with the technical side of financial planning developed into a passion for working with individuals and families, helping them navigate important life decisions and building confidence in their financial future. Having achieved Chartered Financial Planner status in early 2026, Mark is passionate about combining technical expertise with a personal approach, helping clients and their families make important decisions with confidence.
At the heart of his role is getting to know people. Every client, family and trustee has their own story, priorities and concerns, and Mark enjoys taking the time to understand what matters most to them.
A significant part of his work involves supporting families connected with disabled persons’ trusts and vulnerable beneficiaries. Mark works closely with trustees and families to help them navigate important decisions, gain clarity around their options and put practical plans in place for the future. Whether someone is facing uncertainty, planning ahead or managing responsibilities on behalf of a loved one, he provides reassurance, guidance and a trusted source of support.
Outside of work, Mark is a keen footballer and enjoy taking part in a variety of competitive sports. He’s always been a competitive person and enjoys a challenge. Mark finds sport is a great way for him to unwind outside of work, stay active and scratch that competitive itch.
