AHR Group has been acquired by Titan Wealth and will become Titan Wealth International.
Private Wealth Director
Mark is a highly experienced financial planner who focuses on advising higher net-worth individuals and families on enhancing and protecting their wealth.
His higher level qualifications have been awarded on the subject of tax and trust, which makes his specialities on the subjects of wealth preservation and succession planning. He is also qualified and regulated in the US.
Areas of Expertise
• Pension Analysis, Advice, and Management
• Inheritance Tax Planning
• Succession Planning
• Tax Planning
• Private Banking Advice
• High Net Worth & Ultra High Net Worth
• Private Client Wealth and Estate Planning
• Complex Multi-Jurisdictional Financial Planning
• Cashflow Forecasting & Modelling
Qualifications & Awards
CISI - Level 4 Diploma
CII - Personal Taxation (R03)
CII - Personal Tax and Trust Planning (AF1)
NASAA - Series 65
Regions Covered
Mark has been advising on my finances for a couple of years now. I appreciate his knowledge of the markets and regulation both in my origin country (the UK) and my country of residence (the USA). Whilst the markets have been challenging over the last couple of years, I value having... Read Full Quote
I have known Mark for a good number of years. *(6+) Throughout this time he has always provided me sound financial advice, but more than that, he has helped me work through a range of planning scenarios which ultimately have lead to me being able to Retire early. (Thanks Mark!) He... Read Full Quote
I have had the real pleasure of working with Mark to transfer my pension. He is very straight with his advice, extremely personable and his team have been efficient and excellent to work with. I am looking forward to continuing working with them as we invest the pension. Mark comes highly... Read Full Quote
I have been a client of Mark Boyes for 8 years and am still a client. Mark combines a thorough knowledge of financial markets and investment products with a personable approach that helps to build strong trust with his clients. My family have benefitted from his consistency of approach over the... Read Full Quote
Mark offers holistic, practical and pragmatic advice that is tailored to the needs of the client. He offers solutions for your investment needs that focus on maximising your wealth and not wasting money on hidden fees and commissions. One of the many useful recommendations he has... Read Full Quote