Meet the team – Financial Advisors in Cheltenham
Mark moved into his first advisory role in the mid 1990’s working as a trainee independent financial adviser for the Bradford & Bingley Building Society. This led Mark to work for some of the largest national adviser firms in the UK including Sedgwick, Noble Lowndes and Berry Birch & Noble where he specialised within the investment and retirement planning markets.
Just over 7 years ago Mark was approached by a former colleague and friend Andrew Jamieson who had set up a successful accountancy practice, Safehands Accounting, about going into partnership, Safehands IFA was born.
Over this period, Safehands IFA have built up a successful business, which now manages over £50 million pounds worth of client monies.
Outside of work, Mark is a mad Queens Park Rangers fan and when not working can be found in West London cheering on his team. He also enjoys going to gigs, watching the latest movie as well as spending time with family and friends. He is also partial to the odd glass of red from time to time!
Stacey also provides research support to Mark and is available to discuss any issues with clients if Mark is away from the office.
She has been working in the Finance industry since 2007 and is looking to become diploma qualified.
Outside of the office, Stacey likes to walk her dogs and is a keen reader. She enjoys spending time with her family and friends.
Over the years Yvette has gained extensive administrative, finance and customer service experience in a variety of industries, both large and small.
Yvette spends most of her spare time volunteering with a local wildlife group, getting down and dirty with a local wildlife rescue group. She also loves to spend time with her 6 grandchildren.