Director

Mark started working in Financial Services in 1993 and worked for large life assurance companies such as Woolwich Life, Prudential and Canada Life before qualifying as an Independent Financial Adviser in March 1997.

After working for a small provincial company he was head hunted by Fraser Smith in 1998 where Mark established himself as a Holistic Financial Planner.

In 2000 following the sale of Fraser Smith to Towry Law, he formed Private Wealth Management with three other colleagues.

Following 5 successful years, an opportunity arose in 2005 for Mark to become the Principal of Private Wealth Management and he took the company over in May of that year. Becoming Principal of the company has enabled Mark to grow the company and develop the six steps of the PWM Financial Planning Process whilst maintaining the company’s service lead ethos.

Today Mark prides himself in developing a deep understanding of his client’s financial needs and providing a strategy to achieve them.

Away from work Mark is a keen windsurfer and enjoys having fun on the beach with his two boys.