In work
Mark has more than 30 years’ experience as a financial adviser.
He specialises in advice for high net worth individuals, specifically on the issues of retirement and Inheritance Tax.
The thing Mark loves most about his job is seeing his clients fulfil their life dreams thanks to his advice.
Mark also enjoys helping to reduce people’s tax bills, and seeing his staff develop and grow their skillset.
Outside of work
Mark is married with one daughter who’s approaching her teenage years.
In his spare time, Mark enjoys travelling, sports, and wildlife.
Mark is also a Liverpool season ticket holder… although maybe he shouldn’t mention that!
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