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.