Our People

Mark Wilson

Financial Planner

Mark is based in Poole although having worked in the financial services industry for over 25 years, he has clients throughout the UK.

Prior to merging with The Legal Brokerage, Mark was the Proprietor of KMW Financial Solutions Limited. He is a vastly experienced Financial Planner adept in both the private and corporate spheres. At all times, he maintains a very close relationship with his clients and his number one priority is always their financial welfare. Service, attention to detail and sensible advice, characterise his approach.

Mark holds the Diploma in Financial Planning.

Away from work, Mark enjoys all sports. He keeps fit by regularly competing in Sprint and Olympic distance Triathlons and is a qualified British Triathlon Federation Coach as well as a Ambassador for his local Triathlon Club.

Contact Mark at: mark.wilson@legalbrokerage.co.uk

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