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Mark Bannister
Mark joined Taylor Money in 2022 and is a CII Level 4 qualified paraplanner. He currently holds the position of Head of Paraplanning.
In his role as a paraplanner, Mark works to support the wealth managers in preparing the recommendations sent to clients. This involves completing research and analysis, maintaining documentation and writing reports.
As Head of Paraplanning, Mark provides clear leadership within this expanding department, strengthening collaboration across the teams, and supporting Taylor Money’s continued delivery of high-quality, compliant advice to clients.
Prior to working at Taylor Money, Mark worked for Cornwall College across several roles including various EU funding projects.
Mark’s qualifications:
R05 Financial protection, November 2024
R04 Pensions and Retirement Planning, May 2024
J09 Paraplanning, October 2023
CF1 Certificate in Paraplanning, October 2023
R03 Personal Taxation, March 2023
R02 Investment Principles and Risk, November 2022
R01 Financial Services, Regulation and Ethics, June 2022
Find out more about Mark and what his job entails here.
Cornwall
01326 210131
enquiries@taylormoney.com
London
By appointment only
020 7167 6690
enquiries@taylormoney.com
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