Mark joined Perspective (South East) Ltd in January 2018 and has been a Financial Planner for over 7 years. He is actively working towards Chartered status with one further exam to complete. Mark is a member of both the Chartered Insurance Institute and Personal Finance Society.
He is able to provide advice on all areas of financial planning to clients, with a particular focus on wealth management and retirement planning.
Mark offers a professional and friendly approach, with a drive to provide focused holistic advice to help people plan for all eventualities.
Mark graduated with a BA (Hons) in Business Management with Marketing in 2006 from the University of Gloucestershire and has worked in financial services since this time, including technical roles before becoming a Financial Planner.