Mark joined our sister company, Page Kirk Financial Services, in 2022, bringing over 30 years of experience in the financial services profession. The team provides independent financial advice to individuals looking to build wealth, prepare for retirement, or businesses in need of setting up workplace pension schemes.
Working closely with our financial advisers and wider team, Mark plays a key role in supporting clients by contributing to the overall financial planning strategies adopted on their behalf. His responsibilities include reviewing and recommending investment approaches, rebalancing portfolios in line with individual risk preferences, assisting with the design of long-term planning solutions, and overseeing the smooth administration of client accounts.
He holds the Financial Planning Certificate, the Certificate in Life and Pensions, Level 4 Diploma in Financial Planning (DipPFS) and Discretionary investment management qualification (J10). Mark also has a BA (Hons) in Business Studies from Nottingham Trent University.
With a methodical and client-focused approach, Mark helps ensure that each financial plan is well-structured, compliant, and aligned with long-term objectives.
Mark joined our sister company, Page Kirk Financial Services, in 2022, bringing over 30 years of experience in the financial services profession. The team provides independent financial advice to individuals looking to build wealth, prepare for retirement, or businesses in need of setting up workplace pension schemes.
Working closely with our financial advisers and wider team, Mark plays a key role in supporting clients by contributing to the overall financial planning strategies adopted on their behalf. His responsibilities include reviewing and recommending investment approaches, rebalancing portfolios in line with individual risk preferences, assisting with the design of long-term planning solutions, and overseeing the smooth administration of client accounts.
He holds the Financial Planning Certificate, the Certificate in Life and Pensions, Level 4 Diploma in Financial Planning (DipPFS) and Discretionary investment management qualification (J10). Mark also has a BA (Hons) in Business Studies from Nottingham Trent University.
With a methodical and client-focused approach, Mark helps ensure that each financial plan is well-structured, compliant, and aligned with long-term objectives.
Mark’s Favourites
Ice Cream Flavour
Mint chocolate chip with sprinkles
Place to Relax
Monkey Beach Club in Playa de las Américas
Breakfast Food
Lucky Charms
Meal
Sunday Roast
Season
Summer
Movie
Gladiator
Song
‘Always Look on the Bright Side of Life’ by Monty Python
Animal
Aye-aye
Mark can help you by creating, preparing, implementing, and reviewing your financial plan.
