When Mark joined Sanlam in January 2019 he was initially operating as a Training & Development Manager before transitioning back into delivering face to face wealth planning advice to clients in January 2021 following the retirement of an adviser at our Newcastle office.
Mark has achieved the Diploma in Financial Planning (Dip PFS) with additional qualifications in long term care and equity release. With over 25 years’ experience in financial services Mark has seen many changes however one thing that has not changed is his desire to provide dependable and honest advice and support to his clients. He prides himself on tailoring financial solutions to meet his client’s specific objectives and then keeps in regular contact with them to provide ongoing reviews to guide and help them on their journey to achieving their financial goals.
Mark currently holds the position of Wealth Planning Director and is ably supported by Hayley Ramsay and the wider team at the Atomos office based in Gosforth just North of Newcastle Upon Tyne.
Away from work, Mark is married to Sadie and has one son Charlie who is a keen musician studying music production at Leeds Conservatoire. In his spare time Mark enjoys walking and motorcycle trips in the UK and Europe and likes nothing better than getting out on a weekend walking or riding his motorbike in the beautiful North Yorkshire countryside.