We are delighted to welcome Mark Curtis (DipFA) as our new Financial Planner. Mark has a particular interest in pensions and investments and will be working closely with clients in Bristol and the South Coast.

With a career spanning over 20 years, Mark has built up an established reputation, gaining a wealth of knowledge and an understanding of the industry. Mark started out in the industry as a tied representative for Commercial Union before taking on the role as IFA at Woolwich. In 2002, Mark moved to Lloyds Banking Group, where he remained for 10 years, before setting up his own business as an IFA in 2012.

Commenting on his new role, Mark Curtis, said; “I’m really looking forward to working with a professional, progressive company with a fantastic team of staff and I can’t wait to start meeting clients and using my skill set and experience.”

Calculis Director Chris Moseley, said; “Mark’s breadth of experience brings a new additional source of knowledge into Calculis. The appointment of such a highly experienced and well-regarded individual as Mark is reflective of the strong ambitions we have for Calculis. I look forward to working with him as we continue to execute our strategy for growth.”

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