MARK BOWEN
DIPLOMA PERSONAL FINANCIAL SOCIETY™ practitioner Mark Bowen is a senior consultant within of Lonsdale Wealth Management Services. He has an extensive background in personal finance. For over 20 years, he has been involved in managing investments and personal finances for individuals, small businesses, and organisations.
Prior to Lonsdale Wealth Management Services, Mr. Bowen was a senior account manager with the FTSE listed company Standard Life. He also held an advisory role with Lloyds TSB. His past duties covered:
- Help develop business models with advisers to meet the demand of a compliant sales process to benefit the public.
- To understand the pension legislation market in order appropriate recommendations were given to the public.
- To understand the legislation changes around trusts and establish the benefits for individuals and companies to invest in the onshore and offshore bond market.
- To ensure that industry qualifications are maintained to meet the ever changing legislation.
Mr. Bowen was appointed by Lonsdale Services Ltd, the parent company to Lonsdale Wealth Managers Services, to oversee a division of their client bank. He is involved in acquisitions of like minded companies. He is a member of the Personal Financial Society where he has achieved industry qualifications to Diploma level.
Mark has given seminars focusing on financial literacy to FTSE listed companies, high net worth clients and individuals.
Mark lives in North London with his wife, Bethany, and their two children.