Mark Insch

Mark Insch has a diverse work experience in the financial planning and wealth management industry. Mark most recently worked at Coutts as the Director and Team Leader of the Financial Planning Team. Prior to this, Mark held roles at Citi as a Specialist Wealth Planning Manager AVP, at HSBC as a Senior Relationship Manager for Private Clients, at IMM as a Private Client and Team Manager, at Zurich Life Assurance plc as a European Client Wealth and Insurance Manager, and at Lincoln Financial Advisors as an Investment Manager. Mark has demonstrated expertise in team leadership, advisory investment and protection portfolio management, and coaching and developing relationship managers. Mark has also received recognition and awards for their performance in the industry.

Mark Insch completed their Bachelor of Arts (B.A.) Hons degree in Finance and Financial Management Services from Nottingham Trent University in the period from 1994 to 1998. Mark also holds additional certifications, including PCIAM Level 6 in Private Client Investment Advice & Management, obtained in 2018 from the Chartered Institute for Securities & Investment, and a Diploma in Financial Planning CF30 level 4, obtained in 2013 from the Chartered Insurance Institute. Mark has also acquired various qualifications in securities, financial planning, and mortgage advice. Mark has also pursued Business and Social Skills training from Wharton Online, although the specific dates are not provided.