Mark Harper, Financial Planner

mark harper financial planner trinity wealth managementMark undertakes both financial planning and asset management work for clients providing a full holistic financial planning service. Mark lives in Aylesbury, with his wife and has two children – Matthew and Rebecca.  Rebecca is at University and Matthew is studying for his GCSEs.  As well as meeting clients in the St Albans and Harpenden area, Mark is easily able meet clients from the Buckinghamshire and Oxfordshire areas. He provides a full fee-based service, including retirement planning, investment advice and inheritance tax planning.

Mark joined Trinity Wealth Management in April 2010, having previously worked for a variety of financial services companies since leaving university in 1989 with a Mathematics degree.  His experience includes employment within the Lloyds Banking Group in a managerial capacity.

A keen football fan, Mark also enjoys running and has completed several half and full marathons.  Mark is also active within his local community and is the Trustee of a local charity.

Qualifications:

  • Diploma in Financial Planning
  • Financial Planning Certificate 1 and 2
  • CF2 – Investment and Risk (CII)
  • Associate of the Chartered Insurance Institute
  • Securities and Investment Institute – Introduction, OTC Derivatives
  • CF5 Integrated Financial Planning, R01 Financial Services Regulation & Ethics
  • R02 Investment Principles & Risk, R03 Personal Tax

 To contact Mark email Mark.Harper@twm.uk.com

To enquire about any of the above services – Financial Planning as well as the On-going Review Services please click here,
OR phone +44 (0)1727 851123 Fax +44 (0)1727 858083 or email us on info@twm.uk.com