Mark’s role involves…
As our paraplanner, Mark supports the financial planners to give great outcomes for our clients. It’s generally achieved through a variety of ways, including research, attending meetings and writing reports.
What are the three things you love most about your job?
Finding solutions to complicated financial problems. The variety and uniqueness of every client’s situation. Embracing and adapting to the use of new technology to help both clients and our planners.
When Mark’s relaxing
Mark is a keen hockey player, playing representative hockey for the north of England, and various clubs and associations.
He has always been passionate about encouraging his children into sport to provide the exercise but also the lasting friendships. So, watching them play has been a life highlight.
Mark in numbers...
353
was my school number
40
years playing hockey
2007
was when I first started at MW-FS
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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