Mark has been a Financial Planner for over 25 years and is a Director of Perspective (South East) Ltd.
He is a member of Perspective’s Advisory Board and specialises in advising High Net Worth families and companies.
Mark is one of a relatively small number of financial advisers in the UK with both Certified Financial Planner and Chartered Financial Planner status. Mark also holds the STEP Certificate for Financial Services – Trusts and Estate Planning qualification.
He is a past winner of the Money Management Financial Planner of the Year award and has served on the board of the Institute of Financial Planning (now part of the CISI) with responsibility for the professional development of financial advisers. As well as making contributions to the Financial Times Money Makeover series, he has been a regular commentator on financial topics both to the public and within the profession.