Mark Harrod Fcsi

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.