Mark Wilkins Cemap
Managing Partner @Evelyn Partners
Exeter, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2022 — Present
Managing Partner @Evelyn Partners
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Exeter, GB
I am responsible for the Exeter, Southampton and Guildford Evelyn Partners financial planning teams. Together we are trusted with looking after all financial planning aspects and £1.7 Billion pounds of investments for our valued clients.
SKILLS
Investment StrategiesTax EfficiencyIsasLeadershipFinancial PlanningMortgage LendingInvestment AdvisoryEisInvestmentsOffshore InvestmentsPensionsWealth Management ServicesStrategyBusiness Relationship ManagementManagementStrategic Financial PlanningCritical IllnessOeicWealth ManagementProtection AdviceRelationship ManagementPension FundsPortfolio ManagementStart-UpsDrawdownIhtAsset AllocationUnit TrustsRisk ManagementLong Term Care InsuranceFinanceHolistic Financial PlanningRetirement PlanningEstate PlanningInheritance Tax PlanningWealthPersonal PensionsFinancial ServicesCrm
ABOUT MARK WILKINS CEMAP
I am the Managing Partner for Evelyn Partners responsible for our Exeter, Bournemouth and…
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