Mark Jeffs

Assistant Manager - Investment Services

Gosforth office

Mark joined MHA Tait Walker in January 2012. Mark has vast experience in the financial services field, having worked in the industry for over 20 years. As a member of the Investment Services team, Mark is responsible for investment proposition due diligence for investment fund houses and client investment solutions. In addition, Mark works as part of the wider paraplanning team, dealing with technical client queries, technical reporting and client suitability reporting that focuses on investment advice, pension planning, tax planning strategies and estate planning.