His expertise encompasses Wealth Management, Investments, Pensions, Retirement Planning, Inheritance Tax Planning, Tax Planning and Business Planning.
Mark started working in Financial Services in 1988 with Refuge Assurance before moving to Pearl Assurance in 1997 as an Area Manager. He has held investment and retirement planning management roles with Principality Building Society and Abbey National (now Santander). His most recent role before joining Bartholomew Hawkins was Ashcourt Rowan where he specialised in creating bespoke investment portfolios for clients.
Mark holds the Diploma in Financial Planning and Investment Management Certificate and is a Member of both the Personal Finance Society and Chartered Securities Institute.
Mark comes from an Italian family and has a keen interest in cooking, keeping fit, playing golf and enjoys coaching young cricketers his local cricket club. He is married to Claire, has two children Abbie and Benito and lives in Newport.
Mark added “I am thrilled to have the opportunity to join a company of such integrity and professionalism. Bartholomew Hawkins is at the top of its game! I’m very much looking forward to working with clients to provide them with the best financial planning service we can offer.”
Richard Lord, Managing Director of Bartholomew Hawkins said “We are delighted to have Mark as part of the Bartholomew Hawkins’ financial planning team. He has a wealth of experience in the industry having worked for some prominent companies at a senior level and am confident that he will provide clients with an exemplary service. We have recently been awarded a grant by the Welsh Assembly which will help us grow the business over the next three years across South Wales and Mark is very much a part of our growth plans”
Bartholomew Hawkins are independent Chartered Financial Planners with a high level of knowledge, relevant experience and operate with integrity who will provide you with appropriate financial plans and advice. If you are in the Newport and Cardiff areas and looking for expert financial advice, Mark can be contacted on [email protected] or on 029 2050 800.
