Mark enjoys working with a wide range of clients, helping them make sense of their finances and plan confidently for the future. He values the variety his role brings, taking the time to understand each client’s individual circumstances and goals.

He is particularly proud of achieving his Diploma in Financial Planning through self-study, balancing 18 months of evening and weekend learning alongside a full-time role in a different industry.

Mark’s strengths lie in simplifying complex information, taking a thoughtful and organised approach, and truly listening to what matters most to his clients.

Outside of work, he enjoys being outdoors - whether that’s mountain biking, running the occasional marathon, or walking his border collie, Peggy - alongside spending time with his wife and children.