Mark McMullan
Investment Director
About Mark
I started my journey in the Investment Management industry in 1997 after completing a Finance degree in Birmingham. In the decades since, I have worked across the Private Banking, Investment Management and Wealth Planning sectors. My working day is focused on managing tailored investment portfolios for individuals, trusts, companies’, and charities to both protect, generate and transfer wealth. Regular client meetings, particularly face to face contact and home visits is the element of the job I love the most. In recognition of my experience, I am a Chartered Fellow and Chartered Wealth Manager of the Securities & Investment Institute (CISI).