Mark Tan Email

Associate Financial Planner @ Equilibrium Financial Planning

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Mark Tan Location

United Kingdom

Mark Tan Work

@ PRISM.T
2022 - now Associate Financial Planner @ Equilibrium Financial Planning
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2020 - 2022 Client Manager @ Equilibrium Financial Planning
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2019 - 2020 Assistant Manager, Private Client Tax @ Grant Thornton UK LLP
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2019 - 2019 Executive, Private Client Tax @ Grant Thornton UK LLP
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2016 - 2019 Associate @ Grant Thornton UK LLP
2015 - 2016 Higher Officer @ HM Revenue & Customs
2013 - 2015 Mortgage and Protection Adviser @ London & Country Mortgages
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2012 - 2013 Summer Intern @ Southwestern Advantage

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Mark Tan Education

STEP | The Society of Trust and Estate Practitioners
2024 - 2024
Chartered Insurance Institute
Chartered Financial Planner, Fellow of the Personal Finance Society (FPFS)
2019 - 2020
Chartered Institute of Taxation
Chartered Tax Adviser (CTA) (Tax)
2016 - 2019

ICAEW
Chartered Accountant (ACA) (Accounting and Finance)
2016 - 2019
AAT
AAT Level 4 Award in Tax (HMRC)
2015 - 2016
The London Institute of Banking & Finance
CeMAP (Certificate in Mortgage Advice and Practice)
2014 - 2015
University of York
(Mathematics and Finance)
2010 - 2013
The Chartered Institute for Securities & Investment (The CISI)
2022

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Mark Tan Summary

Mark Tan, based in United Kingdom, is currently a Associate Financial Planner at Equilibrium Financial Planning. Mark Tan brings experience from previous roles at PRISM.T, Equilibrium Financial Planning and Grant Thornton UK LLP. Mark Tan holds a 2024 - 2024 STEP | The Society of Trust and Estate Practitioners. Mark Tan has 1 emails on RocketReach.

Mark Tan Emails

Found 1 emails

@equilibrium.co.uk

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