Mark Connelly, BSc APMI APFS

Financial Adviser

Mark has been in the financial services industry for 25 years and previously worked as a financial planner to clients of a large Glasgow solicitor firm. He is an Associate of the Pensions Management Institute and also holds the Advanced qualification in Taxation and Trusts.

Mark recently became an Associate member of the Personal Finance Society and holds 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 (Shareholder protection and key man insurance).

As a Kilmarnock Football Club season ticket holder, he is used to challenging situations!

Email: mark.connelly@milnecraig.co.uk

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