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Mark has worked in the financial service industry for over 20 years providing advice to Businesses and clients from all walks of life. He worked for one of the largest UK financial institutions for many years, latterly in their Wealth & Private Banking division. He also has experience of working offshore advising clients in Jersey as an IFA.
Clients tell him that one of his main attributes is that he does not use jargon and explain solutions in a manner they can understand. Due to his previous experience he can provide specialist advice in areas such tax efficient investments, pension planning, IHT planning, both Business and personal protection.
Mark believes that although we are a large organisation in the North of England, we still retain a local feel where the client comes first, and as a local resident he wishes to build upon the firm’s excellent reputation in the Tyne Valley. He is looking forward to building the Private Client Proposition in the North East where clients can not only receive Financial planning advice they can also receive advice on personal or business taxation and trusts under one roof.
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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.
Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.
Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is 15 Victoria Place, Carlisle, CA1 1EW. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited.
Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.