Chartered Financial Adviser
Mark specialises in investment and retirement planning. Within that, he also has a vast knowledge of tax, insurance and estate planning. A Chartered Member of the Chartered Institute for Securities & Investment, he also holds certifications in investment and mortgage advice.
Prior to joining Plutus, Mark spent over 30 years working in private wealth management and financial planning. Over 20 of those were for Coutts & Co. His clients include business owners and high net worth individuals, providing them with bespoke, impartial financial planning and advice in his trademark no-nonsense, jargon-free style. He pays particular attention to ensuring his clients have simple, uncomplicated financial arrangements in place and that they understand what they have, both during their working lives and in retirement.