Director & Chartered Financial Planner
In the office
Mark brings a wealth of knowledge from a career in finance that started at Lloyds Bank in 1986. Mark left Lloyds to become an Independent Financial Adviser working for various companies including Bradford & Bingley, Broadstone and as a director at Cantab Asset Management.
He has a passion and a drive to provide advice all around lifestyle planning. With strong principles and an ethical approach, lifestyle planning is more than just about building assets.
Mark often works with people building towards, or in, retirement, and he also specialises in providing planning advice for individuals dealing with divorce.
Mark’s proudest moment as a financial planner was, after serving his ’30 year apprenticeship’ being employed, finally taking control of his destiny by becoming joint principal of HarperLees.
Mark thoroughly enjoys working with the great team at HarperLees, who genuinely believe that they can make a real difference to the lives of our clients. Mark loves the privilege of assisting clients to realise their dreams and the challenge of finding a solution to bring a better outcome for client and their families.
Married to Louise with two daughters, a school governor and music lover, Mark is also an Arsenal Football Club season ticket holder and a seasoned runner, having completed several marathons and half marathons. Since 2012 he has also chaired the Essex Region of the Personal Finance Society, often organising and hosting events for members.