Prior to setting up his own wealth management company, Mark was the Director for the Private Bank at HSBC responsible for looking after high net worth clients in the North-West.

Before that, he worked at Gerrard Investment Management (the largest private client stockbroker in the country at the time) and Barclays Wealth (formerly Barclays Private Bank) in Manchester, London and Liverpool.

Mark's focus is on building long-term, trusted relationships with a small number of clients and their families, developing financial strategies to meet their family aims. There is an emphasis on excellent service levels and clients feel confident their best interests are being cared for.

My expertise covers the broad spectrum of financial planning and will help you and/or your business to:

• Grow wealth, specifically through the St. James's Place distinctive approach to investment management
• Create the right investment strategy for your future financial well-being
• Adequately protect assets from potential threats
• Effectively manage capital and borrowings.

Outside of business, Mark is married with two young daughters and more than anything enjoys spending time with his family. He also enjoys football (supports Stockport County), tennis and most other sports.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.