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Mark McMullan

Photo of Mark McMullan

Investment Director

I started my journey in the Investment Management industry in 1997 after completing a Finance degree in Birmingham. In the decades since, I have worked across the Private Banking, Investment Management and Wealth Planning sectors. My working day is focused on managing tailored investment portfolios for individuals, trusts, companies’, and charities to both protect, generate and transfer wealth. Regular client meetings, particularly face to face contact and home visits is the element of the job I love the most. In recognition of my experience, I am a Chartered Fellow and Chartered Wealth Manager of the Securities & Investment Institute (CISI).

Location: York

A bit about me:

My friends know me by several aliases: ‘thechileman’ and ‘The History Hunter’ in recognition of two hobbies where I’ve achieved ‘15 minutes of fame’ in the National Press! That said, I prefer to be known as ‘Dad’ in recognition of my devotion to my two young daughters who are my world.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

My long-standing relationships with clients have been built on the foundations of trust. I pride myself on being approachable, proactive, positive, and reliable.


+44 1904 232789
View Mark McMullan's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.