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WHO WE ARE

Mark Robinson

Aff.SWW

Wills & Estate Consultant

07973 638059

markrobinson@portfolio.org.Uk

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Mark joined Portfolio in October 2018, his previous experience includes 10 years as a Manager at Pearl Assurance. Initially starting out as an agent he worked through his Financial Planning Certificates to manage a successful team in the Neath Port Talbot area.

Mark has excellent knowledge within all areas of financial planning.  His main focus within Portfolio is primarily dealing with Estate planning (Power of Attorney and Will writing). To further his knowledge in this area, Mark is a qualified Will writer under the Society of Will Writers.

Outside of work Mark is a UEFA qualified football coach, he has worked for the FAW and managed for many years in the Welsh Premier League. Football plays a big part in his life and his family have an active role in supporting him as General Manager at Afan Lido Football Club.

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Please contact us to discuss your requirements:

01792 483 860

info@portfolio.org.uk

Portfolio Financial Consultancy Ltd is authorised
and regulated by the Financial Conduct Authority
under the reference number 455542.

Registered in England & Wales. Registration
number is 04424786
Registered address is Unit 2, Langdon House,
Langdon Road, Swansea, South Wales SA1 8QY

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