Mark Jackson

Our people

Divisional Director – Financial Planning

“I treat my clients as personal friends having dealt with many of them for twenty or thirty years. That’s the enjoyable and fulfilling part of the role.”

Mark joined the RBC Brewin Dolphin Leeds office in 2008 and is a Financial Planner. He specialises in providing advice on a range of issues such as pension planning, trust and estate planning and tax efficient investment strategies for his high-net-worth clients. As well as creating strategic financial plans he continuously monitors them to take into account changes in personal circumstances or legislation.

Another key strength is inter-generational financial planning for clients and their families to maximise investment and planning opportunities.

Mark began his financial services career in 1986 with insurance group Sun Alliance before becoming a consultant at KPMG. He moved to Grant Thornton in 1998 where he became Senior Manager and the main contact for entrepreneurial private clients. He is a CISI Certified Financial Planner.

Contact Mark Jackson