Associate Director and Chartered Financial Planner @ The Progeny Group
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Mark Burrell Location
Edinburgh, GB
Mark Burrell Work
2023 -
now Associate Director and Chartered Financial Planner @
2001 -
2022 Director and Chartered Financial Planner @
1997 -
2000 Manager @
1990 -
1997 Pensions @
Mark Burrell Education
Heriot-Watt University 1987
-
1990
Earlston High School 1981
-
1987
Melrose Grammar School 1974
-
1981
Mark Burrell Skills
Pensions
Wealth Management
Retirement Planning
Financial Services
Investments
Asset Management
Portfolio Management
Retirement
Inheritance Tax Planning
Personal Finance
Financial Advisory
Investment Strategies
Strategic Financial Planning
Investment Advisory
Financial Planning
Strategy
Marketing Strategy
Sales Management
Public Speaking
Business Strategy
Microsoft Excel
Project Management
Mark Burrell Summary
Mark Burrell, based in Edinburgh, GB, is currently a Associate Director and Chartered Financial Planner at Progeny. Mark Burrell brings experience from previous roles at Balmoral Asset Management Ltd, Ernst & Young and Scottish Provident. Mark Burrell holds a 1987 - 1990 Heriot-Watt University. With a robust skill set that includes Pensions, Wealth Management, Retirement Planning, Financial Services, Investments and more. Mark Burrell has 3 emails on RocketReach.
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