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Mark Jones

Mark Jones


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!

Contact us to discuss your goals or to simply find out more.

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