Intelligent solutions to managing wealth

Mark Jeffs, DipPFS

Paraplanner

Telephone:
01275 462469
Email:
Mark.jeffs@citimark.co.uk

Mark joined Citimark in July 2010, from the financial planning team at Grant Thornton where he spent 3 years providing technical research and reports to their high net worth clients.  He started his financial services career at Broadoak Group where he worked for 6 years.  

At Citimark he provides technical research and support to the financial planning advisers.  Mark is studying towards achieving Certified Financial Planner and Chartered status with a view to becoming a Private Client Advisor at Citimark.

Mark provides technical support to Claire Musson