Mark Williams Location
Leatherhead, GB
Mark Williams Work
- 2022 - now Financial Planner @ Menzies Wealth Management Ltd
- 2019 - 2022 Senior Wealth Planner @ Sanlam UK
- 2018 - 2019 Financial Planner @ Pallant Independent
- 2017 - 2018 Financial Adviser and Wealth Manager @ DREWBERRY WEALTH MANAGEMENT LIMITED
- 2016 - 2017 Independent Financial Adviser, IFA and Consultant @ Berkeley Burke & Co. Ltd.
- 2015 - 2016 Financial Adviser @ Edward Bond Wealth Management
- 2005 - 2013 Senior Portfolio Manager @ Holcim
- 1998 - 2005 Portfolio Manager and Director, 3i Asset Management @ 3i Group plc
- 1995 - 1997 Senior Equity Salesman @ Deutsche Bank
- 1994 - 1995 Equity Salesman @ BZW Ltd
Mark Williams Education
- The Chartered Institute for Securities & Investment (The CISI)
Advanced Financial Planning
2023 - 2023 - Chartered Insurance Institute
Diploma (Financial Planning)
2017 - 2018 - The Chartered Institute for Securities & Investment (The CISI)
(Private Client Investment Advice and Management)
2014 - 2015
- The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma
2014 - 2014 - MSc Investment Analysis with Distinction
University of Stirling
1997 - 1998 - Investment Management Certificate (IMC)1997 - 1998
- BSc Business Administration (2:1)
Bath University
1987 - 1991 - Douai Abbey1982 - 1987
Mark Williams Skills
- Financial Advisory
- Performance Measurement
- Pensions
- Fixed Income
- Fundamental Analysis
- Valuation
- Financial Planning
- Portfolio Management
- Financial Modeling
- Capital Markets
Mark Williams Summary
Mark Williams, based in Leatherhead, GB, is currently a Financial Planner at Menzies Wealth Management Ltd. Mark Williams brings experience from previous roles at Sanlam UK, Pallant Independent, DREWBERRY WEALTH MANAGEMENT LIMITED and Berkeley Burke & Co. Ltd.. Mark Williams holds a 2023 - 2023 Advanced Financial Planning @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Financial Advisory, Performance Measurement, Pensions, Fixed Income, Fundamental Analysis and more. Mark Williams has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Menzies Wealth Management Ltd Employees
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Mark Williams
Financial Planner at Menzies Wealth Management Ltd
Leatherhead, GB21 -
21
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4
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Emily Cemap
Client Services Manager at Menzies Wealth Management Ltd
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Sarah Hudson
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Southampton, GB2
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