Mark cofounded PMN with Pete on 1st July 1992, and works closely with his existing clients on both a holistic and detailed basis.
He is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
With Pete and John, he shapes the structure and direction of the firm, to ensure that it continues to evolve and remain current against an ever-changing legislative environment. In his capacity as the chairman of the Investment Strategy Team, he also plays a key role in PMN’s investment proposition.
Whilst PMN is one of Mark’s main passions, in his life outside, he focuses on his family, with 3 sons all in their 20’s.
He loves sport, is a keen tennis player and cyclist, and follower of his beloved Tottenham Hotspur and his hero, Bruce Springsteen.
Mark is the current PMN Fantasy Football champion, a title he is very proud to have achieved.
1984-1985 Administrator at Save & Prosper
1985-1990 Broker Consultant at Schroder Life / NM Schroders
1990-1992 Regional Manager at Greig Middleton Financial Services
1992 – Cofounded and Partner in PMN Financial Management
Chartered Financial Planner – From December 2010
Fellow of the Personal Finance Society – From November 2016
Financial Planning Certificate (Papers 1, 2 and 3)
G10 (Taxation & Trusts)
G20 (Personal Investment Planning)
CF2 (Investment & Risk)
CF8 (Long Term Care)
CF9 (Pension Simplification)
JO4 (Pension Funding Options)
JO5 (Pension Income Options)
JO8 (Financial Planning Practice)
RO2 (Investment Principles & Risk)
J10 (Discretionary Investment Management)
J12 (Securities Advice & Dealing)
AF3 (Pension Planning)
AF5 (Financial Planning Practice)