Mark joined Wren Sterling in 2021 after starting his career at Prudential. He joined as an apprentice in 2015 and became fully qualified at the age of 21. He joined Prudential Financial Planning as the youngest financial adviser in the company. Mark achieved back to back “Adviser’s Adviser Of the Year” awards at Prudential for individual performance but also for helping this wider team.
Mark specialises in holistic financial planning for clients at retirement by taking complex financial needs and making this simple and easy for clients to understand. Mark believes in walking clients through their financial situation so that they can understand the process and value of financial advice.
Mark has recently completed his equity release exam and is a Pension Transfer Specialist. He is on track to become a Chartered Financial Planner by 2023.
He is active in promoting apprenticeship programmes and attends events as a speaker in his own time to share his experience. Mark is from a Portuguese family, speaks Portuguese and enjoys visiting Portugal. He is very family orientated, prioritises spending time with friends and family as well as staying fit.