Mark has worked within Financial Services since 1981. He feels he does his best work with clients who are 10 years either side of their planned retirement age, who ideally have additional complex circumstances such as multiple pensions, Capital Gains liabilities and concerns about Inheritance Tax.
“I make it interesting, understandable and enjoyable to organise personal finances, so that clients always leave our meetings smiling and thanking me. I provide reassurance to help our clients sleep better at night by answering the concerns that worry them and, more importantly, answer questions they haven't even thought of yet. I am most often complimented for explaining complicated things, without jargon, which then gives them confidence to make decisions. I like to call this 'demystifying financial complexities.'”
Mark is married to Yasmin, and has two grown daughters Rudi and Mia, who are both making successes of their lives.
He enjoys golf and skiing, has a gym membership and ‘an ambition to use it!’
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.