Principal Partner Practice of St. James's Place Wealth Management
After completing his MSc in IT for Business, Mark worked as a Business Analyst for Kleinwort Benson and Prudential. In 1991 he became a Financial Adviser specialising in Retirement Planning and Investments for Barristers, Lawyers and City Professionals. In 1997 he was promoted to a Senior Marketing role which involved working closely with the Fund Management team. As a result, he has a very strong background in Investments and also holds the IMC (Investment Management Certificate).
Missing direct contact with individual clients, in 2005 he made the decision to move to back to an advisory role with the Wealth Management team of a Private Bank. Here he specialised in Inheritance Tax mitigation, more complex Retirement Planning needs as well as Strategic Investment Solutions.
In 2012 Mark was invited to join the CMP Practice and his aim is to provide high quality advice and on-going service. Mark believes it is essential to take the time to fully understand each of his client's situations which enables him put together strategies to meet their needs. He enjoys building long term relationships with his clients and much of his business comes as a result of referrals from existing satisfied clients.
Mark is married with a grown up daughter. Outside work he is passionate about cooking and his friends are trying to persuade him to enter the 'Come Dine With Me' competition! He also loves to travel and collects Asian art/porcelain.
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.
CMP Financial is a trading name of Specialist Trust Solutions LLP. Specialist Trust Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC316863. Registered Office: The Stable Barn, Upton End Farm, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, England. View the Members of Specialist Trust Solutions LLP.