Mark Harper, Paraplanner at Trinity Wealth Management

Mark joined Trinity Wealth Management in April 2010 having previously worked for a variety of Financial Services Companies since leaving university in 1989.  Most recently Mark was employed within the Lloyds Banking Group in a managerial capacity.  Mark works alongside Jon and is supporting him in the asset management element of the business.

Mark lives in Aylesbury, is married to Roz and has two children – Rebecca (aged 12) and Matthew (aged 8).   The whole family attends the local community church where Mark assists in teaching the 11-18 age group.

Qualifications:

• Diploma in Financial Planning
• Financial Planning Certificate 1 and 2
• CF2 – Investment and Risk (CII)
• Associate of the Chartered Insurance Institute
• Securities and Investment Institute – Introduction, OTC Derivatives
• CF5 Integrated Financial Planning, R01 Financial Services Regulation & Ethics
• R02 Investment Principles & Risk, R03 Personal Tax
  

To contact Mark email Mark.Harper@twm.uk.com