Areas of expertise
Private client management of personal funds, including ISAs, self-invested personal pensions (SIPPs), Small Self-Administered Schemes (SASS) and trusts.
He has been involved in investment management since 1986, when he joined Albert E Sharp. Mark attained divisional director status while at Gerrard Investment Management.
Mark specialises in the management of private client funds especially those introduced by independent financial advisers. He is fully versed in how to handle clients shared with other professionals and the investment types they may recommend.
Fellow of the Chartered Institute of Securities and Investment (CISI).