Meet Mark Christie

Owner / Senior Financial Consultant

Mark Christie
Mark Christie
Owner / Senior Financial Consultant

Mark has over 25 years of experience in Financial Services.

Over his time in wealth management, Mark has acquired both the knowledge and experience to advise clients and business owners to successfully secure and enhance their financial futures, giving them the confidence that their wealth is getting the focus and attention it deserves.

Having started his career with Lloyds Bank in the late 1998, Mark has enjoyed working closely with Scottish Widows and Lloyds Private Banking. At Lloyds, Mark found success as a Financial Adviser and Area Manager and acquired a wide range of skills and experience.

In 2008, Mark left Lloyds to pursue a career on his own. He saw this as an opportunity to offer clients a more personal, bespoke service. In 2012, Mark started working with Positive Solutions and then through acquisitions with Quilter Financial Services Limited and continues to offer clients a highly experienced, multi-adviser team of experts able to meet a wide range of financial planning needs.

Mark prides himself in offering the very finest personal service and appreciates the importance of integrity and professionalism. Committed to building long-term, multi-generational relationships, Mark establishes trust by putting the needs of his clients at the heart of everything he does.

Mark lives in Elham Kent and his daughter Jazmine has been working with him for the last year.

In his spare time Mark enjoys walks with his German Shepherd, watching and attending sporting events and travelling.

Testimonials

Patrick J

My family has been associated with Mark Christie for decades. Being no financial experts ourselves, but realising that the savings my mother and my late father had accrued over the years were not performing as well as they should, we listened to the advice Mark offered at the time. A few years later,  we also called on his expertise to set up a Trust to protect my mother’s funds from Inheritance tax. All worked out to perfection.

The trust I had built in Mark’s expertise over the years led me to entrust some of the savings my wife and I had realised, to Christie Wealth. Again Mark offered simple, understandable investment plans that we felt comfortable with.

In this tribute, i do want to include Shaun West. Always prompt to respond to enquiries and offer simple solutions. Now the time has come for me to contact Mark to draw up IHT plans of my own.

Finally, a few years ago, my son caught the Christie Wealth fever; again Mark arranged for the funds to be invested wisely, including his pensions.

Alan and Jill V

Mark Christie has been our financial advisor since 2012

We would recommend him to anyone who wants advice on investing in stocks and shares.

We always look forward to his Annual visit when he presents our Annual Review.

We have complete confidence in him and his team.

 

Richard B

Christie Wealth Ltd inherited me from a retiring broker a few years ago. The 'Quilter' product has made me a considerable amount of money in this time.

I have never had any problem accessing my money via a member of Christie Wealth team.

 

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