
Mark Walsh
Investment Director with Investec Wealth and Investment. My focus is to help my clients identify and achieve their... | United Kingdom
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Mark Walsh’s Emails ma****@in****.co
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Mark Walsh’s Location United Kingdom
Mark Walsh’s Expertise Investment Director with Investec Wealth and Investment. My focus is to help my clients identify and achieve their financial objectives. This consists of working with the client to ascertain what their financial goals are and creating an investment strategy that can meet those goals, whether it be providing an income in retirement, concentrating on capital growth for later in life, or anything in-between. I specialise in wealth management, working with solicitors, accountants and IFAs. I manage portfolios on behalf of private clients, trusts, companies and charities. My qualifications include: Chartered Fellow of the Securities Institute (CISI) CISI Level 7 Chartered Wealth Manager qualification (previously named Masters in Wealth Management). CISI Financial Planning and Advice qualification. The Investment Management Certificate level 4, and the RDR compliant CISI Investment Advice Diploma. First Class Undergraduate Business degree. Previously a member of the Cotswold branch of the CISI, organising CPD and social events in the locality.
Mark Walsh’s Current Industry Investec Wealth And Investment
Mark
Walsh’s Prior Industry
Hazlewoods
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Investec Wealth And Investment
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Work Experience

Investec Wealth And Investment
Chartered Wealth Manager
Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Hazlewoods
Audit / Insolvency
Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)