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@quilter.com
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Mark Birch is listed as I am a Financial Planning Consultant offering relationship driven jargon free financial advice for private individuals and businesses. at Quilter Financial Advisers, a company with 1851 employees, based in King's Lynn, England, United Kingdom. AeroLeads shows a work email signal at quilter.com and a matched LinkedIn profile for Mark Birch.
Mark Birch previously worked as Financial Planning Consultant at Quilter Financial Advisers and Financial Planning Consultant at Wesleyan. Mark Birch studied at The King Edmund School.
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After 25 years in the financial services industry I have gained a wealth of knowledge and experience and have a passion to truly understand a clients goals so that I can help them achieve their goals and aspirations.My advice is bespoke, client centric, and delivered in the way that works best for you and you family.You’re an individual and your financial situation can be very complex, so a true understanding of your circumstances is my passion.I specialise in running pension workshops for small to medium size businesses to give you and your employees some added value in what can be perceived as a complex area of financial planning.Outside of work I am a keen reader and follower of current affairs, as well as being a regular swimmer. I work on a face to face basis with clients offering a friendly and relaxed approach, lending my expertise to the following areas of financial planning:• Pension and Retirement Planning• Savings and Investment strategies.• Personal, family and business protection• Tax and inter-generational planning
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Norfolk And Cambridgeshire
Norfolk, Cambridgeshire, Lincolnshire, Nottinghamshire, Bedfordshire
I managed a client base of approximately 200 dental professionals with a view to giving first class advice about their personal and professional financial planning needs. This included face to face appointments, presentations and development sessions within dental practices to help generate business opportunities.I worked closely with my sales support.
Cambridgeshire
I managed relationships with 9 branches of the Cambridge Building Society and 6 branches of the Norwich & Peterborough Building Society building close ties with my branch teams with a view to increasing business levels and delivering a first-class customer experience. I was responsible for managing branch relationships & dealing with area branch managers.
West Norfolk
I looked after two branches Lloyds TSB. Giving financial advice to a wide range of clients, while developing branch referrals via branch staff.
National
I worked out of the IFA arm of the Cheviot Trust, administrators of the Law Society occupational pension scheme and dealt with high profile law firms and partners therein, giving advice on a range of pension products, dealing predominately in the pension transfer market.
Essex, Kent, Suffolk And North & East London.
I worked on the then new worksite proposition through the Employed Sales Force (ESF). Dealing with Group Personal Pension plan enrolment for J Sainsbury staff pension scheme, which involved presenting to groups the benefits of joining the pension scheme, while ensuring that JS members were fully aware of their options and assisting in application process.I.
Other employees you can reach at quilter.com. View company contacts for 1851 employees →
Jen Noble
Colleague at Quilter Financial AdvisersSouthampton, England, United Kingdom, United Kingdom
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Jason Monks
Colleague at Quilter Financial AdvisersPortishead, England, United Kingdom, United Kingdom
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Hadley O'Connor Dippfs
Colleague at Quilter Financial AdvisersRochester, England, United Kingdom, United Kingdom
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Elisa Pietrobon
Colleague at Quilter Financial AdvisersLondon Area, United Kingdom, United Kingdom
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Holly Tomlinson
Colleague at Quilter Financial AdvisersHuntingdon, England, United Kingdom, United Kingdom
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Jenny Towers
Colleague at Quilter Financial AdvisersUnited Kingdom, United Kingdom
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Tim Selby
Colleague at Quilter Financial AdvisersBournemouth, England, United Kingdom, United Kingdom
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Ryan Steadman
Colleague at Quilter Financial AdvisersLee-On-The-Solent, England, United Kingdom, United Kingdom
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Deborah Animasaun (Née Ige)
Colleague at Quilter Financial AdvisersUnited Kingdom, United Kingdom
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Dominic D'Souza Adv Dipfa Chartered A Libf
Colleague at Quilter Financial AdvisersLondon, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Mark Birch works for Quilter Financial Advisers.
Mark Birch is listed as I am a Financial Planning Consultant offering relationship driven jargon free financial advice for private individuals and businesses. at Quilter Financial Advisers.
AeroLeads has found 1 work email signal at @quilter.com for Mark Birch at Quilter Financial Advisers.
Mark Birch is based in King's Lynn, England, United Kingdom while working with Quilter Financial Advisers.
Mark Birch has worked for Quilter Financial Advisers, Wesleyan, Legal & General, Loyds Tsb, and Cheviot Financial Planning.
Mark Birch's colleagues at Quilter Financial Advisers include Jen Noble, Jason Monks, Hadley O'Connor Dippfs, Elisa Pietrobon, and Holly Tomlinson.
You can use AeroLeads to view verified contact signals for Mark Birch at Quilter Financial Advisers, including work email, phone, and LinkedIn data when available.
Mark Birch studied at The King Edmund School.
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