About

Mark has been providing specialist financial advice to clients for over 22 years. He is a graduate of University College Cork (BA). In addition to this, he also holds the gold standard internationally recognised Certified Financial Planner (CFP®) as well as the Qualified Financial Adviser (QFA), the Savings and Investment Adviser (SIA) and the Retirement Planning Adviser (RPA) qualifications. His academic qualifications aligned with his experience have enabled him foster trusted relationships with his clients.

Experience

Mark has been working as a trusted adviser for over 22 years. In his career he has worked as a private client adviser with Cornmarket – part of the Irish Life Group. He spent 5 years working in senior roles in the Banc Assurance sector with AIB and the Ulster Bank. In 2008 he established the private client brokerage Insight Private Clients and in 2015 he left to join Mercer, the world’s largest human resources consulting firm. Mark led a team of 22 financial planning consultants nationally until his departure in 2024 to establish Fidem Private Clients. Mark is rigorous and pragmatic in how he helps his clients achieve their financial goals. He has a great understanding of financial markets and is a highly experienced adviser in the increasingly complex area of Pensions. He has been an adviser to the members of both the largest Defined Benefit and Defined Contribution corporate schemes in Ireland. He has guided many of the country’s senior executives through their retirement process and helped them navigate Standard Fund Threshold (Pension Cap) issues they had. He has been to the forefront in advising both the companies and individuals on a number of the largest Enhanced Transfer Value projects run in Ireland over the past 10 years.