Mark Jeffs

Having worked in the financial services industry for 25 years, Mark brings a wealth of experience across his role. Mark works closely with the paraplanning team and the back office support functions, providing advice, training and mentoring.

Mark has been a paraplanner for over 10 years supporting advisers in providing holistic financial advice, through report writing and technical research. Mark has a close working relationship with the advice team, providing technical support when assessing the needs of our clients.

Additionally, Mark is a member of the Azets Wealth Management Investment Committee, who meet on a quarterly basis, assessing current investment markets and solutions for the wider investment team.