Director
Current
Aug 2014 - Present
AeroLeads people directory · profile
Mark Davidson Fpfs Email & Phone Number
Chartered Financial Planner at MD Paraplanning Ltd
at
MD Paraplanning Ltd
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Chartered Financial Planner at MD Paraplanning Ltd
Location
Glasgow, Scotland, United Kingdom
Company size
Who is Mark Davidson Fpfs? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark Davidson Fpfs is listed as Chartered Financial Planner at MD Paraplanning Ltd at MD Paraplanning Ltd, a company with 1 employees, based in Glasgow, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Mark Davidson Fpfs.
Mark Davidson Fpfs previously worked as Director at Md Paraplanning Ltd and Paraplanner at Md Paraplanning Ltd. Mark Davidson Fpfs studied at St Andrews Academy.
Company email context
Email format at MD Paraplanning Ltd
This section adds company-level context without repeating Mark Davidson Fpfs's masked contact details.
MD Paraplanning Ltd
Review company-level records connected to Mark Davidson Fpfs before choosing the right outreach path.
Profile bio
About Mark Davidson Fpfs
I have been a Paraplanner for over 10 years having worked in Financial Services for over 14 years, during this time I have attained the CII's Advanced Diploma in Financial Planning through completion of the following exams:AF1 - Personal Tax & Trust PlanningAF2 - Business Financial PlanningAF3 - Pension PlanningAF5 - Financial Planning ProcessAF7 - Pension TransfersR01 – Financial Services Regulation & Ethics R04 – Pensions & Retirement Planning R05 - Financial ProtectionR08 – Pensions UpdateJ01 – Personal TaxJ02 - TrustsJ05 – Pension Income OptionsCF6 - Certificate in Mortgage AdviceER1 - Equity ReleaseCF8 - Long Term CareFinancial Planning Certificate FPC 3 Financial Planning Certificate FPC 2 Financial Planning Certificate FPC 1
Listed skills include Wealth Management, Pensions, Income Protection, Critical Illness, and 9 others.
Current workplace
Mark Davidson Fpfs's current company
Company context helps verify the profile and gives searchers a useful next step.
Md Paraplanning Ltd
7 roles
Mark Davidson Fpfs work experience
A career timeline built from the work history available for this profile.
Paraplanner
Current
Md Paraplanning Ltd
Aug 2014 - Present
Freelance Paraplanner
Mark Davidson Outsourced Paraplanning
Freelance Paraplanner offering support to Financial Services firms. My services include covering areas such as Pension transfers, Trust and IHT planning, investment and protection recommendations as well as conducting fund and product research.
Jan 2012 - Aug 2014
Senior Paraplanner
True Bearing Chartered
Mar 2013 - Dec 2013
Technical Adviser (Paraplanner)
Ms Wealth Management Ltd
Aug 2008 - Mar 2013
Sales Support/Paraplanner
- Working within the IFA firm supporting three consultants. Day to day duties included –
- Constructing new business, investment and pension transfer reports
- Preparing review reason why letters
- Annuity reason why letters and administration
- Reviewing investment fund performance
- Preparing templates for reason why letters
Jun 2006 - Jul 2008
Administrator
Oct 2005 - Jun 2006
1 education record
Mark Davidson Fpfs education
-
St Andrews Academy
FAQ
Frequently asked questions about Mark Davidson Fpfs
Quick answers generated from the profile data available on this page.
What company does Mark Davidson Fpfs work for?
Mark Davidson Fpfs works for MD Paraplanning Ltd.
What is Mark Davidson Fpfs's role at MD Paraplanning Ltd?
Mark Davidson Fpfs is listed as Chartered Financial Planner at MD Paraplanning Ltd at MD Paraplanning Ltd.
Where is Mark Davidson Fpfs based?
Mark Davidson Fpfs is based in Glasgow, Scotland, United Kingdom while working with MD Paraplanning Ltd.
What companies has Mark Davidson Fpfs worked for?
Mark Davidson Fpfs has worked for Md Paraplanning Ltd, Mark Davidson Outsourced Paraplanning, True Bearing Chartered, Ms Wealth Management Ltd, and Springfield Financial Services Ltd.
How can I contact Mark Davidson Fpfs?
You can use AeroLeads to view verified contact signals for Mark Davidson Fpfs at MD Paraplanning Ltd, including work email, phone, and LinkedIn data when available.
What schools did Mark Davidson Fpfs attend?
Mark Davidson Fpfs studied at St Andrews Academy.
What skills is Mark Davidson Fpfs known for?
Mark Davidson Fpfs is listed with skills including Wealth Management, Pensions, Income Protection, Critical Illness, Financial Advisory, Inheritance Tax Planning, Wealth, and Retirement Plan Consulting.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial