Mark Pollock

Areas of expertise

Holistic financial planning, wealth structuring, tax-efficient investments, internationally mobile executives, non-UK domiciles, UK and Non-UK pensions, US connected individuals

Experience

Mark has over 20 years of experience providing holistic advice to private clients. His career originally started in the world of Private Client tax qualifying as a Chartered Tax Adviser whilst working for KPMG in London, before moving on into the world of investment and financial planning with SG Hambros (now Kleinwort Hambros). Mark joined Evelyn Partners in 2013 and is a Partner in our Financial Planning team in London and heading up our specialist focus on providing advice to clients with an international dimension to their financial affairs. He is also a qualified Pension Transfer Specialist and an expert in the area of tax efficient investments.

Notable client work and achievements

Mark is one of a very small number of advisers in the UK who is qualified to a Chartered level in the disciplines of both tax and financial planning, which allows him to be able to provide advice to clients and families with some of the most complex of needs.

Professional qualifications and memberships

Fellow of the Personal Finance Society (FPFS)
Member of the Chartered Institute of Taxation (CIOT)
Associate Member of the Society for Trust & Estate Practitioners (STEP)