Mark Boyes

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

  • Middle East