Mark Slack DipPFS is an experienced financial planner with over 20 years of experience. Mark has worked with various companies such as Close Brothers, Atherton & Associates Wealth Management Ltd, St. James's Place Wealth Management, Halifax, and Royal London, providing comprehensive financial planning advice to a diverse range of clients, including business owners, individuals, and families.
Previous companies
January, 2018 - present
Senior Financial Planner at Valmark Financial Group
Financial Planner at Canaccord Genuity
Associate Chartered Financial Planner at Evelyn Partners
Financial Planner at Center for Wealth Preservation, LLC
Associate Financial Planner at bdhSterling