Mark McGonigle
DipPFS
One of the founding Directors of Port Brae Wealth Management, Mark started his financial services career with the Halifax Bank of Scotland, where he qualified as a financial adviser in 2005. During his 8 years at HBOS, Mark enjoyed great success as one of the top financial advisers in Scotland.
Over the years, Mark has accumulated an extensive range of clients with whom he works closely to establish and achieve their financial objectives. It is important to him to build trusting, long-lasting relationships with his clients so that he can help guide them through financial life events. In order to provide this service, Mark focuses on holistic financial planning – including, but not limited to, Investment and Retirement planning, Inheritance Tax Planning, Protection and Specialist Investment Planning.
Outside of the office, Mark is outnumbered by daughters in his house. When he can escape them, he enjoys motorsports, snowboarding and golf.
Mark is based mainly in our Berwick-upon-Tweed office.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
