Mark Tan

Mark Tan is an experienced financial professional currently serving as an Associate Financial Planner and Client Manager at Equilibrium Financial Planning since March 2020. With a focus on personalized financial planning and investment management, Equilibrium oversees assets exceeding £1 billion. Prior to this role, Mark held various positions at Grant Thornton UK LLP in private client tax, and gained experience at HM Revenue & Customs, London & Country Mortgages, and Southwestern Advantage. Mark's extensive education includes qualifications as a Chartered Wealth Manager, Chartered Financial Planner, Chartered Tax Adviser, Chartered Accountant, and a Certificate in Mortgage Advice and Practice, alongside a solid foundation in tax and finance from the University of York.