Mark joins the team at Vision after enjoying an established and successful career with Clydesdale Bank and Bank of Scotland, winning many awards and accolades along the way.
Prior to his career in the financial services Mark spent over 25 years in the armed forces where he earned his degree in life. Diploma qualified, Mark has established his own company working with Vision Independent Financial Planning Ltd to provide quality, truly independent advice tailored to the individual needs of his clients. He specialises in high net worth private clients, charities and corporate clients covering all areas from investments, corporate pensions, exit strategies and protecting the business to personal advice including inheritance tax planning, retirement planning, trust work and tax planning.
He looks forward to being able to offer his clients truly independent financial advice.
Mark can be contacted on 07772 932640 or
‘Previous experience of a Financial Adviser had left me rather dubious but was very quickly reassured by Mark. His easy manner and obvious knowledge gave me confidence and a belief that I would be given good advice, tailored to my situation.’
‘Mark listens carefully, gives clear advice, and constantly monitors everything. I have complete confidence in him and his team.’
‘Mark makes me feel comfortable, he is professional and friendly. I am so happy I was advised to get in touch with him and his company. I have 100% trust in him which is important to me. I would recommend him to my friends.’
‘Very thorough research and advice from my adviser. My adviser is very focused on the best outcomes for my wife and I and is very good at taking a holistic approach to planning. He takes time to understand our future goals and our attitude to risk before making his recommendations.’