Senior Partner Practice of St. James's Place Wealth Management
Mark has over 30 years’ experience in financial planning and wealth management.
He was an Independent Financial Adviser for around 10 years before joining St. James’s Place Wealth Management in 1999. Having built up a significant Senior Partner Practice over the last 19 years, Mark, his PA Amy and their clients joined the Nick Jones Wealth Planning Practice in February 2018. Working together a number of times on client matters during the last ten years ensured that Mark and Nick fully understand how each other works and appreciate that they share the same drive to deliver an excellent service.
Mark’s individual and personal handling of his clients’ financial affairs is key to his approach and much of his business comes through recommendation from long standing, current clients.
Married to Chris for 33 years, Mark has three children, one grandchild and lives near Shrewsbury. In his spare time he enjoys horse riding and cycling.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.