Mark began his financial services career in private banking with Lloyds, covering investment management and executor and trustee work in the north of England and Scotland. He then moved to Merrill Lynch’s International Private Client Division before joining Positive Solutions where he held the position of Director of Wealth Management.
Mark is one of the founding partners of True Potential LLP, initially heading up provider relations. In this role, he was responsible for gaining industry-wide agreements that enabled the firm to develop technology for evaluations, electronic payments and commission statements. Instrumental in building the True Potential Wealth Platform, Mark is responsible for enhancing the platform’s product range which now covers ISAs, GIAs, Pensions and Investment Bonds both onshore and offshore. He has also been the key driver in the development of the True Potential Strategy Fund Range, and the continued evolution of the Wealth Platform’s product and fund range, as well as its benefits for both advisers and clients.
In 2013, Mark launched two new Goldman Sachs Institutional funds. These are a first of their kind for retail investors, often reserved for ultra high net worth and institutional clients, and available only to True Potential clients. In addition, he helped develop one of the first free pension wrappers in the UK, the TPI Pension. Most recently, Mark has overseen the establishment of True Potential Investments as an investment management firm and the launch of the Wealth Strategy Fund Range. These mulit-asset funds, managed in association with world-class global asset managers have attracted over £1.3bn in assets within the first year.
Further to this, the firm now offers a Managed Portfolios Series of 10 portfolios underpinned by the Wealth Strategy Fund range, both being further examples of True Potential using scale to drive down charges and provide clients with great value and choice to meet their investment goals
Senior Partner True Potential LLP