Mark is Managing Director of Concentric Wealth Guernsey, a new financial planning practice and investment consultancy offering expert guidance in investment and pension advice, as well as assurance and sustainable investment consultancy services tailored for private clients, corporates, and trustees.
Mark is a member of the Chartered Insurance Institute and Personal Finance Society. After 41 years working in financial services, Mark has extensive experience of financial planning, private client pension analysis and pension transfers as well as investment analysis and selection.
Outside of his career, Mark cherishes family time and his personal interests include growing flowers (a hereditary condition), and is a lifelong supporter of Ipswich Town. His comprehensive expertise and dedication make him an integral part of the Concentric team, ensuring tailored financial solutions and exemplary client service.
(Concentric Guernsey has applied for GFSC regulation)
Concentric Group
3rd Floor
Conway House
St Helier
Jersey
JE2 3NT
Concentric Guernsey
Hadsley House
Lefebvre Street
St Peter Port
Guernsey
GY1 2JP
A TEAM plc company
© 2024 Concentric | Website by The Collective
Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.
Concentric Financial Services (Guernsey) Limited (CFSGL) is not trading. CFSGL has applied to the Guernsey Financial Services Commission for regulatory licences to provide investment advice and act as an insurance intermediary.