Mark McCarthy
Paraplanner @Moneytree Wealth Management
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WORK HISTORY
Paraplanner @Moneytree Wealth Management
Chester, GB
EDUCATION
University College Dublin
Bachelor of Science - BSc, Sports and Exercise Management
Loughborough University
Master of Science - MSc, Sport and Exercise Nutrition
Blackrock College
Leaving Certificate
ABOUT MARK MCCARTHY
Experienced, meticulous and adaptable Paraplanner with strong technical knowledge of pensions, investments, protection, and tax planning within the UK financial services sector. Skilled in conducting in-depth analysis with an innovative mind, preparing detailed suitability reports, and ensuring compliance with evolving FCA regulations. Highly organised with meticulous attention to detail, excellent time management, collaborative teamwork, and supporting advisers in delivering accurate, tailored financial planning solutions to a large, diverse client base.
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