Role: Financial Planner
Mark
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Family man and keen motorcyclist, with a love of travel. Mark is an experienced Financial Planner, specialising in advising members of the medical, dental and legal professions.

Mark joined Magus in 2017 as a Financial Planning Partner and is soon to achieve Chartered Financial Planner status. Mark takes time to understand what really matters to his clients, whilst working alongside their solicitors and accountants.

“Being with a chartered financial planning firm at the forefront of the profession, with an exceptionally dedicated support team, means I can provide my clients with a first class wealth management service”.

With client relationships spanning 20+ years, Mark has extensive knowledge of the NHS system, its benefits and the frequently changing NHS pension scheme.

“My clients’ needs are at the forefront of everything I do. I enjoy helping them visualise their goals by creating their personalised financial plan. With lifetime cash flow forecasting and scenario planning at its core, it really helps to provide them with clarity, peace of mind and security”.

Originally from the West Country, Mark lives in London with his wife, young daughter and their adopted cat. Mark enjoys motorbike jaunts around the UK, hiking up mountains with friends, whilst also spending as much time as he can with his family. And he's also partial to a Devonshire cream tea.

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