“It is about finding the best way for clients to reach their objectives. That can mean a measure of discussion, explanation and sensitivity.”
- Locations
- Shrewsbury
Mark joined RBC Brewin Dolphin in 2018 and is a Paraplanner Advisor in our Shrewsbury office. He provides advice to both private and corporate clients based in Shrewsbury and London, as well as technical financial planning support to other financial advisers.
This includes carrying out all the technical research on provider
s and products for clients, determining costings and charges, report writing, taxation analysis and looking at the pros and cons of all financial planning approaches. He is proud of his attention to detail and rigorous analysis of clients’ needs. Mark began his financial services career in 1999 as a Financial Planning Manager at NatWest, advising on life, pensions and investments. Other major roles included Premier Relationship Manager at HSBC and Wealth Manager at Mardon Financial Advisers where he covered wealth management, retirement planning, investment and inheritance tax planning. He is a Chartered Financial Planner.