Brown Shipley | A Quintet Private Bank
Mark Harrod FCSI has extensive work experience in the finance industry. Mark started their career at AMP in 1998, where they served as a Training & Compliance Manager until 2000. Mark then joined Scottish Widows as a Corporate Financial Planning Manager, working there until 2007. In 2007, Mark joined Barclays Wealth Management as a Vice President - Chartered Wealth Manager and remained in this role until 2022. Currently, Mark is working at Brown Shipley | A Quintet Private Bank as a Client Director.
Mark Harrod FCSI has attained Fellowship (FCSI) status from The Chartered Institute for Securities & Investment (The CISI) in 2021. Prior to that, in 2015, they completed Level 6 - Private Client Investment Advice & Management (PCIAM) from The CISI. In 2012, Mark obtained an Investment Management Certificate (IMC) from the CFA Institute. Mark'seducation history also includes the completion of an Advanced Financial Planning Certificate (DipPFS) from the Chartered Insurance Institute in 2004.
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Brown Shipley | A Quintet Private Bank
Brown Shipley are wealth managers, offering clients informed financial advice and tailored services on all aspects of wealth planning, investment management and lending. We manage wealth well. We endeavour to preserve and enhance the wealth of an individual today, tomorrow and for future generations. By putting our clients first and listening to their requirement we help them realise their ambitions. For over two centuries we have built our business on trust and evolved our offering to ensure clients continue to benefit from our experience and expertise. All our Wealth Management services are bespoke and delivered in a uniquely personal way. We offer comprehensive wealth management for clients who demand a high standard of personal service and who place high importance on long-term relationships. Our services cover: - Wealth Planning: - Investment Management: - Lending: We are a UK authorised bank with a very strong balance sheet and high capital adequacy ratios. The bank's business has and continues to be operated in a measured and conservative manner; this approach means our clients can trust us to act with informed responsibility. www.brownshipley.com Follow us: Twitter - @brownshipley Brown Shipley Social Media Disclaimer: http://www.brownshipley.com/social-media-disclaimer