DipPFS
CertMA
CertER
Mark joined Succession in the role of Wealth Planner in October 2023 following the integration with Aviva Financial Advice. With over 25 years in Financial Services as a Financial Planner, Mark has a wealth of experience dealing in various advice roles supporting personal clients, high net worth clients and has more recently he has specialised in at retirement planning, pension consolidation and investment advice. Mark currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited.
"Based in South Lanarkshire. I love spending time with my grown-up family, socialising and walking the dog. My big pastimes are music, going to gigs and watching football”.