Mark Thomas
Please note that Private Wealth Associates are not yet authorised to provide financial advice.
Expertise
Mark works with our advisory function, which helps HNW individuals and their families, across the financial planning spectrum including with protection, tax optimisation and estate planning.
Experience
Mark joined Apollo Private Wealth in 2022, following time he spent in the UAE helping expats manage tax efficiency through offshore bonds, and with retirement planning. Starting as a Paraplanner, Mark gained extensive experience writing and reviewing investment transfer cases, alternative investments, business loanbacks and co-investments. Mark became a Private Wealth Associate in 2024.
Qualifications
- BA in English Literature, Queen Mary, University of London
- Level 4 Diploma
- SJP Platinum Paraplanners’ Accreditation
Personal Interests
Mark is a big jazz enthusiast, often found at jazz cafés, and plays the saxophone. He also collects rums from around the world.
