Mark Robinson

Mark started working in financial services in 1993 and worked for large life assurance companies such as Woolwich Life, Prudential and Canada Life before qualifying as an Independent Financial Adviser in March 1997. After working for a small provincial company he was head hunted by Fraser Smith in 1998 where he established himself as a Lifestyle Planner. In 2000 following the sale of Fraser Smith to Towry Law, he formed Private Wealth Management with three other colleagues. In 2010 his unique style of Lifestyle Planning was recognised by Citywires’s New Model Adviser Magazine where he appeared as the ‘Cover Star’. Following 13 successful years, an opportunity arose for him to become part of Antrams Financial Services LLP and form their West Sussex office which is focused on Lifestyle Planning. Mark prides himself in working with clients to fully understand their financial aspirations and helping them design and manage a bespoke lifestyle plan to achieve them. To ensure our clients can have the life they want without the fear of running out of money, Marks view is that the process is split into three key areas: Lifestyle Planning - where we understand what drives you and try to establish what your future lifestyle may look like. Financial Planning - where we take everything we have learnt in step 1 and design a bespoke plan to achieve those goals. Should it be necessary, implementation of financially regulated products to ensure that steps one and two can be met.