Mark joined Equitas Financial (UK) Ltd in April 2015. He has been advising clients on their investment, pension and protection needs for 26 years. He left Lloyds bank in April 2015, where he had enjoyed a very successful 20 year career as a Financial Adviser, working in the Plymouth and surrounding area. He brings with him a wealth of experience in Banking and Financial Services from his 26 years spent advising clients, and he now prides himself in being able to offer his clients a truly independent financial planning service. He mainly deals with Wealth Management and Investments and Pensions, but also deals with Mortgages and Protection matters.
Mark strongly believes that spending time with his clients and understanding their needs and aspirations, allows him to develop the most suitable bespoke solutions from the best offerings in the whole of the market. He is committed to meeting with clients on a regular basis, and maintaining long term relationships.
Mark achieved the Diploma in Financial Services qualification in 2012 and is now working towards his Chartered Status which will further enhance his technical ability in the ever changing financial services world.
Outside of work, Mark lives with his partner of 27 years, Alison, and enjoys sailing, running, cycling and generally keeping fit, cooking, travelling and spending time with family and friends.
Mark joined Equitas Financial (UK) Ltd in April 2015. He has been advising clients on their investment, pension and protection needs for 26 years. He left Lloyds bank in April 2015, where he had enjoyed a very successful 20 year career as a Financial Adviser, working in the Plymouth and surrounding area. He brings with him a wealth of experience in Banking and Financial Services from his 26 years spent advising clients, and he now prides himself in being able to offer his clients a truly independent financial planning service. He mainly deals with Wealth Management and Investments and Pensions, but also deals with Mortgages and Protection matters.
Mark strongly believes that spending time with his clients and understanding their needs and aspirations, allows him to develop the most suitable bespoke solutions from the best offerings in the whole of the market. He is committed to meeting with clients on a regular basis, and maintaining long term relationships.
Mark achieved the Diploma in Financial Services qualification in 2012 and is now working towards his Chartered Status which will further enhance his technical ability in the ever changing financial services world.
Outside of work, Mark lives with his partner of 27 years, Alison, and enjoys sailing, running, cycling and generally keeping fit, cooking, travelling and spending time with family and friends.