Mark Incledon Dip PFS

Mark initially trained as a chartered accountant with Peat Marwick Mitchell (now KPMG) before moving into a sales and marketing role in the Information Technology sector which included spending eight years with Digital Equipment Company (DEC), gaining extensive experience in computer-aided design, manufacturing systems (CAD/CAM) and retail and distribution sector. Mark then moved into financial services in 1988.

Mark has capitalized on his broad experience in both accountancy and IT/Marketing sectors to assist him in building a very high calibre client bank of owner managers, I.T. professionals and successful entrepreneurs. Mark and his team have become experts in the ability to help clients define and achieve lifestyle goals and assist in both wealth creation and management. Mark also heads up the Fiscal Strategies arm of the business which specialises in providing detailed financial plans, tax and investment strategies.

Mark's qualifications include the Advanced Financial Planners Certificate, which he has held since completion of the Personal Finance Society examinations in 1999.