Mark advises on the full range of private client financial planning matters and specialises in the area of personal retirement planning strategies. Prior to joining Progeny, Mark spent 22 years at Balmoral Asset Management, having already amassed a wealth of experience since entering the sector in 1990. He became one of the first Chartered Financial Planners in the UK in 2005 and has been a Fellow of the Personal Finance Society since 2006.
