Mark joined Elliot Lloyd soon after the company was founded and continue to form an intricate part of the Wealth Management team in Ireland. Having advised clients in Germany and Belgium, Mark has gathered a wealth of knowledge and experience as an international advisor.
When dealing with his clients, Mark’s focus is to establish and maintain an open dialogue of communication in order to set financial goals and a customised roadmap of how to get there.
This approach lays the foundation for ultimate purpose of providing long-term, multi-source, income generating assets and most importantly, financial freedom.
Mark’s areas of specialisation include:
Single premium Wealth Management
International Pension consolidation
Flexible, regular premium pension plans
Estate and Inheritance planning
Private Healthcare and Income Insurance
Mark holds a degree in Finance and Accounting from Rhodes University, South Africa and is currently completing his QFA qualification. He lives between Munich, Germany and Dublin, Ireland.