Mark Burrell

Associate Director
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Edinburgh
Mark-Burrell

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.

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Progeny announces 2025 results and reports significant progress repositioning Progeny for sustained profitable growth
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Financial planning
Markets Unwrapped | May 2026
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By Craig Melling
13th May 2026
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Financial planning
Why a retirement decumulation plan matters — and what a good one should look like
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By Peter Denmark
12th May 2026

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