Mark joined us in 2018, having worked previously for Invesco Perpetual and Transact.
As our Paraplanner, Mark’s role involves research, report writing and creating and updating financial plans. He is currently working towards his Advanced Diploma in Financial Planning, having completed his Certificate in Discretionary Investment Management and Diploma in Regulated Financial Planning.
Mark likes to keep active in his spare time.
He plays Lacrosse and snowboards in the winter, and does triathlons in the summer.
- Mexican food
- Going to the pub with friends
- Southampton FC
- Iced coffee
- Reality TV
- Oblivious commuters
- Cold calls
- Slow computers
- Certificate in Discretionary Investment Management
- Diploma in Regulated Financial Planning