Mark Jones
Paraplanner
Paraplanner Mark Jones joined our paraplanning team in 2022, bringing with him an extensive knowledge of the financial planning sector. With a business degree and a level 4 diploma DipFA, he has previously worked as an IFA in the industry, and has over 25 years’ experience within the financial services industry as a whole.
His role is varied and involves tasks such as preparing suitability reports; producing product illustrations; conducting fund research; and creating full transaction records for our clients – along with much more.
In his spare time, he loves spending time with his three children, playing the guitar… and taking part in Ironman competitions!