Mark provides holistic financial planning advice to a wide range of direct RBC Brewin Dolphin clients, including private clients, business owners, corporates, trusts and deputies associated with compensation settlements.
He also works closely with professional services contacts such as accountants and solicitors, giving financial advice to them and their clients. He specialises in pensions, cashflow modelling, inheritance tax, tax efficient savings and investments.
After previously holding the post of Regional Financial Planning Manager, Mark is now a Senior Financial Planner who also heads up the Family Law team at our Manchester office, helping family lawyers and their clients with financial matters associated with divorce. Mark has been a qualified financial adviser for 30 years, joining RBC Brewin Dolphin in 2010.