Mark Chipperfield
Managing Director at Concentric Group
Based in Saint Peter Port, Guernsey
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Seniority
C-Team
Department
General Business & Management
Location
Saint Peter Port
Industry
Financial Services
Company size
17
Contact information
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m•••••••@concentric.je
Phone
5 credits+44 ••• •••• ••••
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Background
About Mark Chipperfield
Mark is MD of Concentric Wealth Guernsey, a brand new financial planning practice and investment consultancy analysing and advising Private Clients as well as Trustees, and Charities on their investment choices. Mark is a member of the Chartered Insurance Institute and Personal Finance Society. After 41 years working in financial services, Mark has extensive experience of financial planning, private client pension analysis and pension transfers as well as investment analysis and selection. Specialties: Financial planning, investment advice, pension analysis, pension transfers, life assurance We have successfully incorporated our Guernsey business as a local company and have received Full regulatory approval from the Guernsey Financial Services Commission as an Independent Financial Adviser. Final formalities all completed, we are now live. Please book early to avoid disappointment.
Decision-makers
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Head of Compliance · Legal
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Gordon Bennie
Chief Executive Officer · General Business & Management
- MMManager
Matthew Munns
Wealth Consultant · Finance & Accounting
- ASStaff
Anastasia Smith
Compliance Support Officer · Other
- CCManager
Chris Curtis
Wealth Consultant · Finance & Accounting
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