Mark Surgeon

Mark has spent his whole career in Financial Services. Originally a manager with the Nationwide Building Society, he made the switch into financial planning in 1990 with the Northern Bank. He then spent over twenty years in senior financial planning and director positions in large corporate institutions such as PWC and HSBC. Wanting to take control of the direction of the financial planning process for his clients led him to join the AKFP Group in 2012.

Specialising in Wealth Management and Financial Planning, Mark’s focus in particular is on private clients, corporate clients and trusts.

He is married with two adult children, living at home.

Mark is also a keen sports fan who enjoys playing hockey, skiing, running and keeping fit. He also has a particular passion for cricket. When he’s not busy doing sport, Mark enjoys reading sports autobiographies and modern military history. He also enjoys travelling and music.