Mark Mulcahy

A financial services professional with over 35 years industry experience. For the last 24 years. Managed and provided holistic financial planning advice for a portfolio of 300 longstanding clients with £96 million of Funds under Management across a variety of wrappers. Holding Competent Adviser Status since 2003. FCA reference number : MRM01057

Accredited Later Life Adviser - Society of Later Life Advisers [SOLLA]
Level 6 - AF1 - Personal Tax and Trust Planning - AF4 - Investment Planning - AF5 - Personal Planning Process
Level 4 - Dip PFS (Diploma in Financial Planning) Qualified
Level 3 - Certificate in Long Term Care Insurance
Level 3 - Equity Release [ER1]

My career ethos is to ensure that client's best interests are always the key priority and focus when working with them to establish a plan to meet their financial goals and objectives. Building strong knowledgeable, professional personal relationships with clients and their wider families by providing personal guidance and advice in Portfolio Management, Personal Taxation, Inheritance Tax, Investment, Pensions and Long Term Care Advice Planning.

Prior to joining Lloyds Bank Private Bank and Schroders Personal Wealth worked within the Investment Banking Sector for 15 years. Built, restructured and managed successful investment related businesses for Prudential Bache Securities, Bear Stearns & Co. and Cantor Fitzgerald L.P. in Europe and North America.