Mark is the Director of Forbury Financial Management Ltd and supports clients to achieve a variety of financial planning goals.
Mark is a fully qualified Financial Adviser, holding a Diploma in Financial Planning, and a Fellow of the Institute and Faculty of Actuaries.
After enjoying a successful career as a Senior Actuary, providing business development and planning advice to some of the UK's largest financial companies, Mark was invited to join St. James's Place Wealth Management as a Partner in 2018. Mark uses his 15+ years of skills and experience to help individuals, families and small businesses alike.
Mark is an expert in some of the most technical aspects of financial planning, whether it be businesses looking to extract profits, individuals wanting to make sense of their existing pension schemes or parents trying to fund their children’s education.
Mark combines these skills and his helpful, dedicated approach towards his clients, to offer a distinctive financial advice service.
Outside of work, Mark is married to Ally and has two young children: Cameron and Charlotte. Occasionally Mark gets some free time, when he does, he can be found performing a number of voluntary roles (learn more here), on the next fundraising event or running the streets of Reading preparing for his next half-marathon.