Mark Walsh

Mark is a Senior Investment Director at Rathbones and a Chartered Member of the Securities Institute (CISI). He works with private clients from a wide range of backgrounds. Mark’s role is to get to know the individual so he can identify the financial goals important to them, creating a long-term strategy to achieve this.

Mark’s job is to take the financial stress and burden away from the client. To simplify matters for them, to make the strategy clear and provide reassurance their long-term requirements are being met, whilst removing the daily worry of maintaining their own complex financial plan.

Investment strategies commonly include providing immediate income in retirement or maximising capital growth to ensure funds are available later, when required. However, there is often much more to creating a financial plan than simply an investment portfolio. Tax planning, utilising pensions, ISAs, trusts, and other financial wrappers, plays a key part in achieving objectives in the most tax-efficient way. Structuring a client's wealth effectively and making full use of available allowances can be highly beneficial for achieving financial goals today and providing for family later in life. Where appropriate, Mark works with financial advisers to provide specialist advice in all these areas.