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Daniel Marks

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Investment Director

Dan has over 20 years' experience looking after execution only, advisory and discretionary managed portfolios for retail investors, trusts, charities and pension funds. Dan is a CISI Chartered Wealth Manager and has joined us with our acquisition of Hargreave Hale.


Location: London

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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