Mark is a highly experienced Financial Planner working with both commercial and private clients having been an authorised financial adviser since 1994.
Mark joined Succession Wealth in March 2017, following the sale of his own business, which was part of The Chambers Group. Mark now serves some 70 private wealthy clients and due to his experience and technical knowledge, there are very few circumstances in which Mark is unable to make a positive difference to these clients’ lives. Mark takes pride in the fact that his longest client relationship dates back to 1991.
To this end, Mark is currently Level 4 qualified (DipFA), a member of The London Institute of Banking and Finance as well as The Chartered Institute of Securities and Investments (2017). Most importantly Mark still remains passionate about financial planning after all these years, continuing to study his craft and become a registered Chartered Financial Planner.