With a number of years of experience in the Offshore Financial Services market, Mark’s speciality is in offshore pension transfers; as well as offering key expertise in UK tax legislation.
Mark looks after individuals and companies in search of reliable advice and guidance in retirement and taxation planning. With 24 years adviser experience, Mark has advised on a wide range of products and services – and, over the years, has co-created many sophisticated financial arrangements.
Always flexible, Mark is always happy to dovetail his experience with any client-instructed accountant or solicitor.
One of Mark’s key achievements was the successful acquisition of his business (holding client funds in excess of £50m) by the Attivo Group (£500m+) in 2015.
- Mark holds the advanced Diploma qualifications in Financial Planning from the Chartered Insurance Institute (CII), leading to Chartered
- Financial Planner status. These qualifications accredit that Mark’s core proficiencies are in taxation, trusts and pensions.