Mark Birtwell
Also based in Norfolk with many of my clients in East Anglia and the South of England, I have recently joined my wife Rachel as Co-Director of RMB Financial Consultants Limited.
About
Our aim is to create a family based financial advice firm, giving quality holistic financial advice to all stages of life, building long-lasting relationships and providing tailored solutions for all your financial needs.
I have been in financial services for over 20 years and have a wealth of experience in pension planning, investment planning, taxation and trusts* gained both from working for life companies as a technical consultant for over 6 years and prior to joining RMB Financial Consultants Limited, as an independent financial adviser for over 14 years.
Outside of work much of my time is spent with my wife, 5 children and 3 dogs, enjoying the Norfolk coast and countryside.
*Trusts are not regulated by the Financial Conduct Authority.
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.
