“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.”
- Locations
- Leeds
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.