Mark Millett

Introducing Mark

Mark has a broad knowledge of financial matters, having previously worked for Scottish Widows in regional sales, Cater Allen Private Bank, and a national insurance broker.

Day to day, Mark works closely with clients, monitoring existing holdings and planning their options to achieve their personal objectives. This can involve many different aspects of a client’s life but always centres around being their trusted person.

Mark is able to provide investment solutions for a wide variety of clients’ financial challenges and goals but specialises in pension scenarios and some self-investment strategies. He is also a court-appointed “Deputy”, acting for his son, which means he poses invaluable knowledge and experience that he can share with other parents trying to do the best for their children.