Mark Trickett, Financial Planning Consultant

Mark Trickett

Financial Planning Consultant

About Mark

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.

What our clients say about Mark