“I have a natural curiosity and interest in people. Throughout my career I have been fortunate to connect with truly inspirational clients and professional colleagues, all leaders in their fields.
One of the most enjoyable parts of my job was spending time with clients and colleagues, sharing the knowledge and experience that I have built up over the years and learning from them.
I’ve always had a keen interest in markets, the challenges of managing risk and the psychology and behaviour of the investor. When I founded FPC I focused on building a solid investment proposition that continues to support our clients today. We have certainly been tested over the years, but we have also delivered, as our client stories show.”
Mark founded FPC in 1982, establishing the firm as one of the first fee-based independent financial planning practices in the UK.
Introducing a pioneering, fresh financial planning led approach, he developed the business through referrals within the North West business community initially.
An early practitioner of financial planning, Mark was a founder member of the Institute of Financial Planning (which has since merged with the Chartered Institute of Securities & Investment).
In addition to having an MBA from Liverpool Business School, where he focused on Behavioural Economics, he was a Chartered Member of the Chartered Institute for Securities and Investments and a Member of the Society of Trust & Estate practitioners (TEP).
Mark sits on FPC’s Investment Committee and has dedicated much of his professional career to ensuring that the firm’s clients follow a sound evidence-based investment strategy.
He works closely with the firm’s Non-Executive Chairman, Harry Baines, and Head of Investment, Mike Lea, to ensure ongoing due diligence and governance of the investment process.
Out of work, Mark loves to cook and enjoys a decent glass of wine (or two). Mark and his wife love to travel and enjoy driving around Europe, tasting local delicacies. He’s a father of two gorgeous grown-up daughters and a proud grandad, so visiting his granddaughters is always a treat.