Joined Equilibrium in 2009
It’s important to me that I have regular contact with clients as I enjoy building up long term professional relationships. That’s what is great about Equilibrium: we don’t believe in resting on our laurels and we’re always looking to improve all facets of the company, especially from the clients’ perspectives. It’s a fun place to work while remaining professional and efficient at all times. Several clients who have had poor experiences with financial advisers in the past have been really impressed by the high level of customer service they consistently experience throughout their journey with us.
Before joining Equilibrium I worked at a pensions firm. Throughout my career, I’ve had a great deal of experience dealing directly with financial advisers regarding pensions and investment products.
My areas of expertise include long term inheritance and succession planning, plus I also have a good knowledge of pensions legislation and the investment markets. I enjoy working with clients to ensure they have a financial plan bespoke to both their current and ongoing circumstances.
I enjoy both playing and watching football, and spending time with my two young children.
What others say about Mark:
Mark is a highly respected team member who prides himself on building long term client relationships and excellent client service. – Barney Kilroy (colleague)