Mark Copsey Email & Phone Number

Chelmsford, Gb

Essex, England, United Kingdom

Following the acquisition of Primera Wealth Management I have taken a Regional Director role at Perspective to build on my existing experience and skillset.The role reports directly to the board, requiring me to integrate new firms into the wider Perspective business and ensure that existing offices are operationally aligned and efficient. There is a wide scope to the role, covering all operational aspects of the business from negotiating leases to working with all internal business department stakeholders.I am required to be the first point of contact for regional offices, ensuring that their profit centres are met and in turn assisting in all operational aspects of running the offices where required. This includes ensuring that all ongoing service reviews are provided to clients across the business.

Chelmsford, United Kingdom

Director (Operations) at Primera Wealth Management who are an independent financial advisory practice providing specialist advice to high net worth individuals including business owners. After establishing the business with my fellow Director, I was responsible for all aspects of running the business, from Compliance, Finance, IT and Operational oversight.Primera Wealth Management is based in Essex and was formed by leading financial advisory figures. On the 15th November 2023, Primera Wealth Management was acquired by the Perspective Financial Group Limited.

Essex

Working as a National Operations Director, I was responsible for managing a team in excess of 100 people over 4 office locations. I reported directly to the board providing weekly and ongoing analysis across the Operations team and wider business, also feeding into PE review and strategy meetings.This role depended on the ability to work and align with the other core components of the business. I was responsible for delivering profit improvements and continued growth of the business in line with the business plan and provide strategy on subsequent organisational change in a professional and entrepreneurial manner.

I joined Unizone at their their inception in 2002 and progressed to become the Operations Director, reporting directly to the board. At Unizone, we aimed to provide our clients with the reassurance and peace of mind that comes with knowing they have the safeguards in place to ensure they create what is needed to fulfill their lifestyle and business aspirations. My focus as Operations Director was on client servicing and delivery, ensuring that all our systems, processes and people were geared toward providing an exceptional level of service to clients and that the Financial Regulators guidelines were met. Key to this was keeping the client core to our service delivery.Unizone reached funds of £400m under management and expanded to become one of the largest Independent Financial Advisory practices in the South East. In October 2014 Unizone merged with Bellpenny, a leading national IFA firm, to give us the size, strength and longevity to continue to meet the regulators developing requirements whilst ensuring we could continue to deliver a first class service to clients.