Mark Plummer Email & Phone Number

Sydney, Australia

Forth Capital provides international financial planning, wealth management and pension solutions to clients in more than 50 countries worldwide. Combining its global reach with local expertise, Forth Capital is licensed and regulated in the UK, Switzerland, the EU, Hong Kong, the US and Australia.Winners at the 2022 International Advisor Best Practice.

Hong Kong

Forth Capital provides international financial planning, wealth management and pension solutions to clients in more than 50 countries worldwide. Combining its global reach with local expertise, Forth Capital is licensed and regulated in the UK, Switzerland, the EU, Hong Kong, the US and Australia.Winners at the 2022 International Advisor Best Practice.

Hong Kong

Acuma is a Hong Kong based financial advisory with over USD10 billion of client money invested.I provide my clients with complete, bespoke investment solutions that are tailored to fit their present and future needs and goals. I help my clients with all aspects of their finances and implement a sound, workable strategy that will deliver financial security.

Philippines

www.investoffshoredirect.com is an investment website offering online discounted financial products and offering direct access to funds. The site offers financial products to those already knowledgable about investment. As Managing Director, managed my clients portfolios remotely via electronic means, maximising my ability to deliver by being located in.

Hong Kong

Richmond Asset Management Ltd is a registered Investment Advisory company in Hong Kong under the authorisation of the Hong Kong Securities and Futures Commission and the Hong Kong Confederation of Insurance Brokers. As Senior Wealth Manager, I worked with my clients to help them achieve their financial & investment goals.

Hong Kong

Simmonds Financial was established to specialise in providing Asia based expatriates with fee-based advice and solutions.As Director, I was a shareholder in the business. I managed a portfolio of 150 clients with a value of HKD12m under managment.

Hong Kong

Berkeley Burke merged with MBA, another Hong Kong based financial advisory to create a new company. My role and clients remained largely unchanged as a result of the merger. This new business was quickly taken over by Inter-Alliance, another UK based financial advisory.

Hong Kong

Berkeley Burke is a UK financial advisory offering employee benefit solutions. The companies clients include Cathay Pacific and Shangri-La hotels to name a few. During my time here, I Increased my client base and assets by over 60%, working with clients around the Asia region, predominately within the hotel management profession in Asia with a focus on.

Hong Kong

Crown Asset Managment were a Hong Kong based financial advisory. As Technical Director, I advised my expatriate clients on investing surplus income with an emphasis on tax mitigation and asset protection as well as offering financial product support services and advice to the rest of the sales team of 8.

Solihull, West Midlands

J Rothschild Partnership (now known as St James Place Plc) is the UK's leading provider of personal financial services. While working here, I sold unit-linked life, protection and investment products.

Johannesburg Area, South Africa

I was headhunted to establish a network of Financial Planners based in South Africa to market an offshore investment service to their clients.

Birmingham, United Kingdom

Manchester Unity Assurance (now more commonly known as The Independent Order of The Oddfellows). While here I built a sales team of 6 agents promoting the companies products.

Birmingham, United Kingdom

Swinton was a franchised estate agency. The business offered fee free property sales in exchange for being appointed mortgage broker for the clients following property transaction. While here, I arranged mortgages for individual clients.

The Burns Anderson Independent Network PLC was a network of financial advisors. I was head-hunted to recruit IFA member firms to join our network of advisors seeking to remain independent post-polarisation in UK. Sir John Harvey-Jones, ex Chairman of ICI was our Chairman.

Haywards Heath And Then Birmingham

Premium Life was a unit-linked life insurance company.I was recruited as thier Broker Support Manager and quickly progressed to Broker Consultant and then Regional Manager generating unit-linked life business from IFA firms throughout the Midlands of the UK stretching coast to coast from Wales to Norfolk, north to Nottingham, south to Oxford. During my.

Dorking, Surrey

NEL Pensions was an employee benefits company. The company was the pioneer of income protection insurance in the UK. I focused on administration and rules documentation of S.226 Self-Employed and Executive Pension Plan products.

London EC1

Simon & Coates were a UK based stock broker.I was responsible for processing orders from the trading floor of the London Stock Exchange. I transferred paper trades to punch cards (who remembers that) which were then processed to printed contract notes.

Self Managed Superannuation Funds

Financial Planner Level 1 + Tasa, Financial Planning And Services

C&G 706 General Catering, Hotel/Motel Administration/Management

Activities and Societies: None

Gcse'S

Activities and Societies: Football, Rugby, Cricket, Estate work and Cross-Country Running. I had my own pet polecat and we would hunt wild.

Education record

Activities and Societies: Football

11 Plus, Primary