Mark is a Senior Investment Manager in the Birmingham office. He joined Brewin Dolphin in 2005 to establish the Agent Intermediary team, helping the clients of independent financial advisers (IFAs). As part of this, he manages bespoke multi-asset portfolios for private clients, trusts and corporate clients, incorporating tax-wrapped portfolios such as SIPPs and ISAs.
He also works closely with business development managers to help build relationships with IFAs and their underlying clients. Mark began his financial services career in 1987 for a local stockbroker before being headhunted by Brewin Dolphin. He is proud of developing the Intermediary team from scratch.
Mark is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.