Mark Connelly

Mark joined Azets Wealth Management in 2024, having previously been with Milne Craig, recently acquired by Azets. Mark has over 30 years' experience and holds the Advanced qualification in Taxation and Trusts. He is an Associate of the Pensions Management Institute and is also an Associate member of the Personal Finance Society, holding the title of Chartered Financial Planner.

Mark provides pensions and investment advice at various life cycles stages, including initial funding, redundancy, retirement, divorce and death. This includes protection and preservation of wealth for individuals via Inheritance Tax Planning and Life Assurance as well as companies through Shareholder protection and key man insurance.