Our People

At Courtiers

Mark manages the Private Client Team at our Henley office. He joined Courtiers in 2018 initially as a Paraplanner and in 2022, jumped over to the Adviser Team to work directly with clients. He also helped enhance the financial planning journey, leading the introduction of cashflow modelling.

Background / Experience

After studying Advertising & Brand Communication at the University for the Creative Arts in Farnham, Mark gained over 15 years’ experience in a client-facing role managing a high end independent jewellers, before making the transition into financial services. Since then, Mark’s successfully achieved the Diploma in Financial Planning (Dip CII) and is currently working towards becoming a Chartered Financial Planner.

Outside Work

Mark is married to Rachel with a young son and a mischievous beagle. He enjoys spending time with his family and friends playing board games, enjoying walks and fulfilling a lifetime enjoyment of creativity in painting and crafting.