About Us

Mark’s career in Financial Services started way back in 1983 joining the sales office of a national brokerage firm in central London.  

Having spent time in management building a sales branch in Cambridge, Mark moved back to London in the late 1990’s to focus on individual client relationships and Independent Financial Advice.

Building up his own business with the support of his wife Diane, Mark has established long lasting relationships with clients and friends over the ensuing 25 years. The fact that two of his children have chosen to join the business and carry on that commitment to client service is a point of great pride for Mark and reassurance for his clients.

Mark is a long-standing member of the Personal Finance Society and holds the Diploma in Financial Planning.  Away from business, family life with four children and two grandchildren provides plenty of distraction, but when the opportunity arises, he can get away from it all on his adventure motorbike trips across Europe or just out for a spin around the South East country roads. He’s even been known to turn up to the odd client meeting in his motorcycle gear which always gets a great reaction.

Tom joined Meridian Financial Partners in 2018 having spent 3 years overseeing the Paraplanning department at Close Brothers Asset Management. He has been working in the financial services for over 10 years and obtained the Diploma in Regulated Financial Planning in 2014.

Tom is looking to start building his own client base in 2021 whilst continuing to offer additional adviser support. He is also heavily involved in researching & implementing new products and processes and has built a strong working relationship with a range of providers.

Away from the office he enjoys travelling and playing football although he tends to spend more time with his young family than he does on the football pitch these days.

Jack joined the team earlier this year in a Client Services capacity and is working well towards his Diploma in Regulated Financial Planning having passed the Financial Services Regulation and Ethics (RO1) and Financial Protection (RO5) modules in 2020.  

He is responsible for liaising with clients and providers and providing support to our ongoing advice process.

In his spare time he enjoys watching and playing Football along with socialising with Friends and Family.