SUPPORT PROFILE
Mark Jackson
Role: Client Services Manager
Location: Southport Office
Qualifications: Certificate in Mortgage Advice and Practice (CeMAP)
Certificate in Regulated Equity Release (CeRER)
Diploma in Regulated Financial Planning (DipPFS)
Pension Transfer Specialist (PTS)
Certificate in Combatting Financial Crime
Mark helps with…
Implementing clear procedures and policies that improve efficiency and support team success. He’s also passionate about staff training, as he finds it rewarding to share knowledge, build confidence, and help colleagues grow in their roles.
Mark is a member of both Chartered Insurance Institute (CII) and Chartered Institute for Securities & Investment (CISI).
Outside of work…
Mark keeps himself busy playing golf, supporting Everton and spending family time with his wife Emily and young daughter Danielle.
When asked about his favourite food, Mark couldn’t deny his love for Italian cuisine!