Mark brings decades of experience in investment advice, retirement planning and UK pension transfers. He provides independent, client-focused advice, helping individuals and families make informed financial decisions with confidence.

Taking time to understand each client’s goals, Mark offers practical, transparent advice tailored to their circumstances. He has built long-term client relationships throughout New Zealand, including helping people navigate complex UK pension transfers and develop retirement and investment strategies.

Based in Queenstown, Mark regularly travels throughout New Zealand to meet clients and provides ongoing advice as their financial needs evolve.

Outside work, he enjoys trail walking and spending time with his children, making the most of the South Island lifestyle.